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
This portfolio employs a covered call wheel strategy focused on energy transition stocks, systematically selling covered calls and cash-secured puts to generate income while building positions in nuclear, solar, and EV technologies. The strategy has generated substantial absolute returns over 10 months by capitalizing on volatility in high-growth energy transition names through premium collection across 35 closed trades.
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