Energy Transition Wheel
Wheel strategy on clean energy, EV, and nuclear names. Exploits high implied volatility in the energy transition sector while collecting premium on high-growth, high-vol tickers.
Portfolio Summary
Premium income on the companies reshaping global energy
The Energy Transition Wheel employs a covered call strategy on a concentrated portfolio of clean energy and alternative energy companies, generating income through systematic option selling while maintaining exposure to long-term energy transition megatrends. Over 183 days, the portfolio has achieved exceptional returns (228.21%) by balancing capital appreciation from core holdings with premium collection from call writing, as evidenced by 23 closed trades and a strong 87% win rate.
The shift from fossil fuels to renewables is a multi-decade megatrend. This portfolio wheels solar, EV, and nuclear names—capturing premium income while maintaining exposure to the companies reshaping global energy.
$10,000 Investment Growth (2025)
How each holding would perform with equal $10K allocation
No growth data available
Maximum Drawdown Analysis
Protection ratings during market downturns
No drawdown data available
Income Analysis
Annual income on $10K allocation per holding
No income data available
Monthly Returns Heatmap
Month-by-month performance tracking
No monthly returns data available