COMMON SENSE OPTION STRATEGIES FOR GENERATING PORTFOLIO INCOME
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1 COMMON SENSE OPTION STRATEGIES FOR GENERATING PORTFOLIO INCOME
2 DISCLAIMER The intent of this presentation is to help expand your financial education. Although the information included may be relevant to your particular situation, it s not meant to be personalized advice. When it comes to investing, insurance, and financial planning, it s important to speak to a professional and get advice that is tailored to your unique, individual situation. All investments involve risk including possible loss of principal. Please see our Performance Discussion and Owner s Manual; they are an important part of this discussion.
3 Thanks for joining us! PRESENTATION SLIDES Immediate download of today s slides FREE SPECIAL REPORT How to Climb the Market with an Option Ladder ONLINE COURSE Option Basics Understanding Option Pricing Managing your Emotions COVERED CALL SCREENER Access to Snider Advisors free Covered Call Screener
4 SNIDER ADVISORS Snider Advisors is a boutique, registered investment advisor, based in Dallas, TX. Helping our clients strive to be better investors has been priority number one since we opened our doors in September of SNIDER ( ) support@snideradvisors.com
5 A long-term strategy that uses a combination of stocks, covered calls and cash-secured puts, and cash management techniques in a uniquely powerful way in an effort to generate portfolio income.
6 COVERED CALL ANATOMY You DO OWN the stock COVERED You SELL a CALL You re obligated to SELL SHARES at the strike price on or before the expiration date You will receive OPTION PREMIUM, which you get to keep, regardless of the expiration outcome.
7 HIGHER VOLATILITY = HIGHER OPTION PREMIUM
8
9 THE CONCEPT BONDS AND CDS BOND MATURITY STOCK PRICE COVERED CALLS The goal is to try to smooth fluctuations in interest rates. 1-year Bond 2-year Bond 1 st Purchase 2 nd Purchase The goal is to try to smooth fluctuations in stock prices. After the first bond matures, you invest the proceeds into a new five-year bond. 3-year Bond 3 rd Purchase If you re are called away above your cost basis, you close position at a profit. As bonds mature, you re spreading out the distribution of income. 4-year Bond 4 th Purchase You may be able to sell calls against your lower-priced shares. 5-year Bond 5 th Purchase
10 STOCK SELECTION STOCK SELECTION POSITION ALLOCATION
11 STOCK SELECTION Potential to generate income? OBJECTIVE SPECIFIC BUSINESS ANALYSIS Is this a stock you want to own? How will it fit in your portfolio? PORTFOLIO DESIGN
12 POSITION ALLOCATION STOCK SELECTION POSITION ALLOCATION
13 POSITION ALLOCATION SUFFICIENT CAPITAL TO: Have a share price high enough to generate richer option income. Have a share price high enough to accommodate possible price decline. Make future purchases. Cover potential trading costs.
14 THE TRADE Sell to Open 1 February $40 Call Buy 100 shares of XYZ at $37 a shares Covered Call BUY 100 shares of XYZ at the Market. Good for the day. SELL TO OPEN 1 contract of XYZ Feb CALL at the Market, Good for the day DB DB DB DB DB DB
15 TIME PASSES JANUARY FEBRUARY
16 OUTCOME 1 Call EXERCISED SELL 100 shares OPTION EXPIRATION IS TYPICALLY THE THIRD FRIDAY OF THE MONTH.
17 EXPIRATION $50 $40 $30 $37 Strike Price: $40 XYZ Closes Below Strike Call EXPIRES Still OWN 100 shares $20 $10 $0 JAN FEB
18 TIME PASSES JANUARY FEBRUARY MARCH APRIL MAY JUNE
19 WHERE YOU STAND $50 $40 Average Cost: 600 shares at $30.50 $37 $36 $34 $30 $20 $10 Each month you ve purchased 100 shares AND you used your shares to sell Covered Calls $29 $24 $23 Today s Purchase: $23 $0 JAN FEB MAR APR MAY JUN
20 SELL COVERED CALLS Bid Price: $1.25 Strike Price: $25 Bid Price: $0.00 Strike Price: $32.50
21 WHERE YOU STAND $50 Strike Price: $25 $40 $37 $36 $34 Sell 2 Calls at $25 Strike Price $30 $20 PROFIT POTENTIAL: Gross Option Income $1.25 x 200 = $250 $29 $24 $24 $23 $23 $10 Gross Capital Appreciation if Calls are Exercised $1.50 x 200 = $300 $0 JAN FEB MAR APR MAY JUN
22 SELL COVERED CALLS Sell to Open 2 July $25 Calls Covered Call SELL TO OPEN 2 contracts of XYZ Jul CALL at the Market., Good for the day
23 WHERE YOU STAND $50 $40 $37 $36 $34 Sell 2 Calls at $25 Strike Price $30 $29 $20 $24 $24 $23 $23 $10 $0 JAN FEB MAR APR MAY JUN
24 TIME PASSES JUNE JULY
25 WHERE YOU STAND $50 $40 $37 $36 $34 Sell 2 Calls at $25 Strike Price $30 $29 $20 $24 $24 $23 $23 BELOW Strike: $10 Calls Expires You still own 600 Shares $0 JAN FEB MAR APR MAY JUN JUL
26 WHERE YOU STAND $50 $40 $30 $20 $37 $36 $34 $29 Sell 2 Calls at $25 Strike Price $24 $24 $23 $23 ABOVE Strike: Calls Exercised Sell 200 Shares 400 Shares Remaining $10 $0 JAN FEB MAR APR MAY JUN JUL
27 PROCEED WITH CAUTION To avoid this... Try to look like... Limit the number of purchases you make within a particular price range.
28 PROCEED WITH CAUTION MUST KNOW FACTS: While you hold the position, you may experience an unrealized loss. If you sell while the stock price is below your average cost, you will experience a loss. You may not be able to sell calls against your stock every month.
29 More Positions Greater Consistency
30
31 DISCLAIMER The intent of this presentation is to help expand your financial education. Although the information included may be relevant to your particular situation, it s not meant to be personalized advice. When it comes to investing, insurance, and financial planning, it s important to speak to a professional and get advice that is tailored to your unique, individual situation. All investments involve risk including possible loss of principal. Please see our Performance Discussion and Owner s Manual; they are an important part of this discussion.
32 Thanks for joining us! PRESENTATION SLIDES Immediate download of today s slides FREE SPECIAL REPORT How to Climb the Market with an Option Ladder ONLINE COURSE Option Basics Understanding Option Pricing Managing your Emotions COVERED CALL SCREENER Access to Snider Advisors free Covered Call Screener
33 SNIDER INVESTMENT METHOD WORKBOOK SPECIAL OFFER: ONLY $49.95 Over 200 pages with detailed instruction, examples, and illustrations on how to use the Snider Investment Method in your own portfolio.
34 COMMON SENSE OPTION STRATEGIES FOR GENERATING PORTFOLIO INCOME
COMMON SENSE OPTION STRATEGIES FOR GENERATING PORTFOLIO INCOME
COMMON SENSE OPTION STRATEGIES FOR GENERATING PORTFOLIO INCOME DISCLAIMER The intent of this presentation is to help expand your financial education. Although the information included may be relevant to
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