Energy Transition Wheel

Simulated Paper Trading — Not real money

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.

CCJ ENPH RIVN
+326.7%
Total Return (Oct 2025 – Present)
$213,337
Current NAV
$5,020
Income YTD
0.1%
Ann. Yield
91%
Win Rate
29.3%
Max Drawdown

Portfolio Summary

Premium income on the companies reshaping global energy

CCJ
$10,365
+48.07%
$7,000 invested
RIVN
$1,165
+0.96%
$1,154 invested
ENPH
$3,291
-0.08%
$3,294 invested
Strategy

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.

Why Energy Transition?

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

Pro Feature

Upgrade to see AI-generated insights and analysis

View Plans