Investment Models: Building Sustainable Portfolios

Optimizing investment strategies for mobility projects with risk-adjusted returns and diversification

Your Progress

Section 3 of 5

Introduction

Building successful investment portfolios for sustainable mobility requires balancing risk and return while considering the unique characteristics of different transportation sectors. The portfolio optimizer below allows you to experiment with different allocations across mobility investment categories.

Adjust the sliders to see how different combinations perform, considering factors like your risk tolerance, investment timeframe, and diversification goals. The tool provides real-time analysis of expected returns, risk levels, and projected portfolio growth.

Investment Horizon: 5 years

Risk Tolerance: 50%

4/5

Diversification

🚗

Electric Vehicles

EV manufacturing and battery technology

40%

Expected: 12%

⚡

Charging Infrastructure

EV charging networks and smart grids

25%

Expected: 15%

🚌

Public Transit

Electric buses and rail modernization

20%

Expected: 8%

🚲

Active Mobility

Bike infrastructure and micromobility

10%

Expected: 18%

🚛

Electric Freight

Electric trucks and logistics

Expected: 10%

Portfolio Performance Analysis

12.5%

Expected Return

50%

Risk Level

12.5%

Risk-Adjusted

1.8x

Projected Value

Portfolio Insights

• Diversification: Excellent

• Risk-Return Balance: Optimal

• Time Horizon Fit: Suitable for long-term growth

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