Supertake
Illustration for Pure Electric Bikes and Boats

Pure Electric Bikes and Boats

−0.2%

since Oct 6

Practice

The idea

I believe electric drivetrains eventually take over mobility beyond cars, so this basket only holds the pure electric players, not gas incumbents bolting on a battery. It spans scooters and e-bikes, electric motorcycles, and electric boat engines, with no single name dominating the mix. Since these are mostly small, young companies, I keep a larger cash reserve on the side to add on rough days. I would rethink this if adoption stalls or if the pure electric makers keep losing ground to the incumbents they are supposed to be disrupting.

What it owns

  • · , 41%
  • · 22%
  • · 22%
  • Cash15%