Energy Basket

Saturday evening I am sitting with the Energy Basket factsheet open. Most volatile card on the RupeeCase marketplace. Highest CAGR after the 5-stock Alpha 5. Deepest drawdown of any of the sixteen strategies on file.

The brochure number is 35.51 percent CAGR over five years. The hold-through number is a -39.48 percent max drawdown. Both numbers are true. Most thematic brochures put the first one on slide one and the second one on a footnote thirty pages in. Worth running them on the same page.

Six calendar years of holding tells you what the CAGR averaged out. 2021 paid 55 percent April to December. 2022 was choppy at 18 percent through a crude shock. 2023 was the ride . plus 108.9 percent on the back of the energy and capex cycle. 2024 cooled to 16. Then 2025 paid minus 14.6 percent, the deepest calendar year of any strategy on file, double the next-worst. 2026 YTD is already plus 20.3 percent, the strongest on the marketplace. The full year-by-year is in the factsheet at https://rupeecase.com/strategies/energy-basket and the rule book that drives the 1W rotation is at https://rupeecase.com/strategies/methodology .

Here is the part the headline number hides. The 1W rebalance rotates within the universe. It does not diversify out of it. The card is 100 percent energy and power by design. Three of ten holdings are Adani group, 30 percent of the portfolio in one corporate house. Six of ten are power generation. If the energy capex cycle turns, rotation does not save the basket . that is the universe taking the hit, not the picks.

Compare against the boring core sleeve next to it. The 50-stock broad-market Allcap at https://rupeecase.com/strategies/allcap paid 48 percent CAGR with a 22.7 percent max drawdown over the same window. Sharper Sharpe ratio. Shallower drawdown. Calmer ride. That is what a core sleeve looks like in numbers.

The Energy Basket only earns its place sized at 5 to 15 percent of total equity, sat next to a core that is doing the compounding work. Without that core, the satellite becomes the planet. That is when investors get hurt by the same number that drew them in.

Honest version. A 35 percent CAGR with a -40 percent drawdown is not the prettiest card on the marketplace. It is the most honest one about what concentration actually costs to hold. Drawdown as a concept lives at https://rupeecase.com/learn/ if you want the math. The behavioral fit . the sizing question . starts at https://rupeecase.com/risk-profile.html . The full sixteen sit at https://rupeecase.com/strategies/ for comparison.