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LOSING

Clean Energy

Renewables, EVs, batteries: buy the green transition

Clean Energy Transition

3Y
Total Return
-6.2%
3Y
Sharpe Ratio
-0.18
3Y
Max Drawdown
-44.6%
3Y
Win Rate
39.8%
3Y
Alpha
-25.2%
3Y
Comp. Score *
-0.02
Risk Parameters
Max Allocation0.0%
Stop Loss25.0%
Take Profit5.0%
Max DD Tolerance44.6%
Rebalanceweekly
Execution Guidance
Order TypeMarket
Entry RuleUse market orders for volatile names.
TimingSAFE TO BUY. *
ScalingEnter in 3 tranches over 1-2 weeks.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
BEP BUY 32% 34.0% below entry 6.8% above entry 0.0% TVYH
SEDG BUY 105% 40.0% below entry 15.0% above entry 0.0% TVYH
NEE BUY 26% 27.6% below entry 5.5% above entry 0.0% TVYH
ICLN BUY 24% 25.7% below entry 5.1% above entry 0.0% TVYH
QCLN BUY 36% 37.4% below entry 7.5% above entry 0.0% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy has moderate long-term potential but requires monitoring. - Take profit: Take profit at +50%. This strategy is inconsistent — capture gains when available. - Stop loss: Reduce position by 50% at -25% drawdown. Consistency is only 46%. - Exit rule: Review semi-annually. Exit if strategy thesis no longer holds based on fundamental analysis.

Avg 5Y Return
11.0%
Avg 5Y Sharpe
-0.01
10Y Return
-25.8%
10Y Sharpe
-0.22
HODL Composite
0.01
Consistency
46%
Suitable for passive
No