How to Get the BREAKEVEN PRICE for ANY Options Strategy (Options Trading Tutorial)

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  • Опубликовано: 3 ноя 2024

Комментарии • 97

  • @projectfinance
    @projectfinance  4 года назад +17

    TYPO CORRECTION @ 14:53: It should say "$15.50 - $11.00 = $4.50"

    • @marvinboots1176
      @marvinboots1176 3 года назад

      That was going to be my question, the part that really confused me. Timestamp 15:22 15.50 minus 11.50 = 4.50 Your comment was 5 months ago, still hasn't`t fixed it. Not cool.

  • @projectfinance
    @projectfinance  Год назад

    ✅ New to options trading? Master the essential options trading concepts with the FREE Options Trading for Beginners PDF and email course: geni.us/options-trading-pdf

  • @kingdrew5083
    @kingdrew5083 3 года назад +1

    This is like my 10 th video I am watching from you about options! Your videos are the best for options trading and I am learning so much because of you!!!!

  • @Swishy3wick
    @Swishy3wick 3 года назад +4

    Question on calculating profit. I was confused as to why I had profits on my call options way below the breakeven point before you clarified this is calculated for expiration.
    So, is there a way to calculate expected option contract prices before expiration, taking into account extrinsic value?
    Or is it basically impossible to calculate extrinsic value?

  • @JohntheNobleSavage
    @JohntheNobleSavage 11 месяцев назад +1

    Chris has the unique ability to make the "difficult to understand" understandable. When I become rich in the market it will undoubtedly be more due to Chris than to me. In case you haven't noticed prices are going up, not down; and this, through hard work, is one possible solution!

  • @samanthacalderwood4443
    @samanthacalderwood4443 Год назад +2

    Love how you explain concepts in all your videos. I’m just starting out and these deep dives are extremely helpful!

  • @jeremyconrad6156
    @jeremyconrad6156 3 года назад +1

    This eggheaded fellow is a champion and a scholar. Ive sent the intro to options video to dozens of people. keep up the good work!

  • @KarthiKeyan-od1sr
    @KarthiKeyan-od1sr 3 года назад +1

    The graphical visualization that you've been showing on your video is very helpful to understand the concepts. Especially for B.E price.

  • @alamowealthbuilders7945
    @alamowealthbuilders7945 4 года назад +11

    hes so buff now lol still my favorite option teacher on the planet

  • @steveneill3278
    @steveneill3278 4 года назад

    If you need beginner questions answered and get some sound theories - watch and take notes. Natural teacher.

  • @joebob4609
    @joebob4609 3 года назад +1

    One simple question here.
    If I buy a OTM $7 call with a stock of $6 with a $1.80 premium today. Then tomorrow stock price is $8 and the premium is $2.50. Would I just make $70 ? $250-$180= 70 or $170. $100 from the difference of call vs stock +difference of premium?

  • @rakeshkarkare
    @rakeshkarkare 5 месяцев назад

    Hi @projectfinance, What happens if the price remains below breakeven, but it is above our strike price in expiry ? Does we get some premium amount and our stock remains as is ? Or broker sells our stocks and do physical settlement ? Pls help

  • @Walter-ci8kw
    @Walter-ci8kw 3 года назад +1

    Extremely helpful video, I've watched a few videos that break this down and none of them explained it as well as you did. Thank you!

  • @francescosarnari7158
    @francescosarnari7158 Год назад

    Hi Chris, I have a question for you: let us take under consideration the naked put strike 175, sold at 7.50. If the price is 170 at expiration, I get assigned 100 shares of the underlying asset. Does the assignment affect in any way my P&L profile?

  • @unispecllc
    @unispecllc 2 года назад +1

    excellent explanation, I finally get it! Thanks!

  • @deo-nis
    @deo-nis 3 года назад +1

    Hi Chris, do you have any advice on the options strategy calculator or screeners programs?

  • @Shvabicu
    @Shvabicu 4 года назад +8

    Bruh, never noticed how buff you are. Good work mate.

    • @projectfinance
      @projectfinance  4 года назад +1

      Ahaha thanks! It's the new wide-angle lens I use. It's more revealing. Are you from/in Australia? Asking due to your usage of mate.

    • @Shvabicu
      @Shvabicu 4 года назад +2

      @@projectfinance actually from Germany, but spent some time in Australia, have relatives and friends there.
      Also many thanks for your extremely well spoken and detailed tutorials. Whenever someone asks me about options trading, I refer them to your beginner guides.

    • @projectfinance
      @projectfinance  4 года назад +2

      @@Shvabicu Got it. I was just going to say I'm a huge fan of Australia. Hoping to go there next year if travel is permitted. Thank you for the referrals/support!

    • @binzsta86
      @binzsta86 2 года назад

      He's a stud. btw, I'm a guy and straight. Whooo!!

  • @sameerh3111
    @sameerh3111 3 года назад +1

    Hello, First of all thank you so much for sharing valuable information
    It will be great help if you explain "How to calculate breakeven level if I short Strangle in 2 different expiries? and how I can get breakeven levels for the earliest expiry?"
    Awaiting your reply
    Sameer H

  • @purple1199
    @purple1199 3 года назад +1

    This channel should have alot more subscribers!

  • @chandralekha1231
    @chandralekha1231 3 года назад

    The best video for breakeven on RUclips. Thanks a lot.

  • @richardr7700
    @richardr7700 2 года назад +2

    Excellent educational vids I cant say enough how well done they are with rich real world applications. Kudos Mad love and respect
    😊Cheers

  • @naveenofficial3680
    @naveenofficial3680 4 года назад

    I want to know BEP for any option strategy not only for commonly used strategy. For example i shorted a put, mkt went down, now i shorted a call, then again put, then bought call. Like this. Hope u got my question

  • @prabhakarpotu6617
    @prabhakarpotu6617 4 года назад

    i have been watching you vdedos. your expalantion and teachings of basics are excellent. One thing i am not clear about is, how did you come to the upper breakeven point of $140.50. May be i missed somwhere. If i did my apologies. You are an excellent teacher. Thanks

  • @dansmith1743
    @dansmith1743 4 дня назад

    Thanks!

  • @AlbyTheMovieCreator
    @AlbyTheMovieCreator 3 года назад

    at 16:00 you say to be careful because before expiring of the option, the breakeven price doesn't really matter, because you can have a profitable or unprofitable option's trade. Why is that? Is there a video where you explain that?
    Is it becasue of the extrinsic value of the option?

  • @bharatpatel449
    @bharatpatel449 3 года назад

    Hi Chris, Great explanation as always. Please provide a PDF or slides link for Breakeven calculation for various strategies. Thx.

  • @brianngo6360
    @brianngo6360 4 года назад +3

    So what happens when you buy a option and it expires ITM. Does it still have value can you trade contracts that have 0 time value. When the option does expire does your broker just automatically sell it.

    • @projectfinance
      @projectfinance  4 года назад +1

      If you allow an ITM call to expire ITM, you will automatically exercise that option and buy 100 shares at the strike price. but yes, if you have an ITM call option, it has intrinsic value equal to: Stock Price - Strike Price. That value will never be lost as time passes (as extrinsic value is lost), unless the stock price decreases to result in less intrinsic value.
      For instance, if your call strike is $100 and the stock price is $107, the call has $7 of intrinsic value ($700 in actual dollar value terms). That $700 will remain as long as the stock price is at $107. If the stock goes to $110, the call will have $10 of intrinsic value ($1,000 in actual dollar value terms). Intrinsic value is never lost as time passes. So if your call has $700 of intrinsic value at expiration, you can sell the call for $700. I wouldn't recommend holding ITM options through expiration if you don't want to buy the stock position, which will require lots more money to hold compared to the option.

    • @brianngo6360
      @brianngo6360 4 года назад +1

      projectoption thank you your actually so good at explaining thank you. 👍👍Your vids are extremely informative. The options basics was good too a lot of people liked that. It blew up with 1.5 mil views I watched the whole vid.

  • @pwintkyawlatt
    @pwintkyawlatt 4 года назад

    How could I know call option or put option ?where could I find out those options and how much for premium how could I know?Please explain it to me when you have a chance.I am beginner stocks player.

  • @truszko91
    @truszko91 3 года назад

    Do you have a video explaining different option trading strategies? I couldn't find one.

  • @boysapphire308
    @boysapphire308 4 года назад +1

    you knowledgeable bro and you just made this video today its just a few weeks i getting in to option deep itm lol thank you

  • @adefianon
    @adefianon Год назад

    Thanks for the video. It was helpful..!!

  • @harskuma
    @harskuma 3 года назад

    Nice video overall. Even though the breakeven price is the same when shorting or buying call/put options, I am thinking the P/L graph would flip. For example if you bought a call option for $5 with a strike price of $100, the breakeven will be $105 and you will be profitable after the stock price crosses $105 and you will be in red below it, and your maximum loss will be $500 at any price below $100. However, if you shorted the same stock, you will be profitable after the stock falls below $105 and have losses if crosses over.

  • @jahidmdhasan1021
    @jahidmdhasan1021 Год назад

    while calculating Vertical Spread Breakeven Price , how the 260 Call Short Trade becomes $0 dollars (at 253.35$) , confused can you please explain

  • @mkarbakhsh
    @mkarbakhsh 4 года назад

    Thanks Chris, it was so helpful. I was also wondering if there is a third breakeven in the Butterfly example?

  • @raed4914
    @raed4914 4 года назад

    good day i alway find hard to got filled with option credit or Depit pread i dont know i do Mid price but i don’t got fill even i didn’t see my order goes through Bid or ASK is that normal ?

  • @djaykadam9642
    @djaykadam9642 3 года назад

    Good morning sir.need ur help .i have buy call option of strike price 30800 at the rate of rs 80 and i have sell call option of strike price 31000at rs 40 in 3lots (40*3).pl ler me know the beakeven point .pl explain.

  • @supersaiyanmuslim7569
    @supersaiyanmuslim7569 2 года назад

    Thanks for the video Chris! I had a question about the butterfly spread. If the net intrinsic value in the example is equal to $4.50, then why would the upper breakeven price be $140.5? Would it not be 135 (call) + 4.50 (net intrinsic value) = $139.50?
    I rewatched that segment but still couldn't wrap my head around the $140.5 breakeven price.
    Thank you for all the amazing options content you've put out for us :)

  • @edwardwashington6523
    @edwardwashington6523 4 года назад

    What if I'm a $500 Robinhood instant account trying to trade SPY credit spreads, usually shorting an OTM put ($330 strike) while buying an OTM put at a lower strike ($329 strike). Usually this would yield around 5-10% profit while only requiring $100 or less buying power per spread. My question are:
    1. what happens if the spread I short expires in the money & I am auto exercised? Will my broker pump $33K cash into my account super quick (I definitely don't have that much by myself) to buy the shares and sell them right back?
    2. Also, my Robinhood instant is not a standard margin account, so I don't think I can short. If my long put expires in the money & I am unable to find anyone to buy the put before then, will Robinhood make me auto exercise the put? Will it make me sell $32.9K shares worth of SPY that I don't own & then immediately but them back for me?
    I wanna make sure I don't accidentally blow my account up trying to trade an affordable credit spread.
    Also, can you buy options on the day they will expire? Like in the morning?

  • @ScottiMac0007
    @ScottiMac0007 4 года назад +1

    Chris @14:53 you have a typo in yellow. It reads "-$11.50" not $11.00.

    • @projectfinance
      @projectfinance  4 года назад +2

      Arghh... I reread this so many times. Thanks for the note.

  • @narindersingh6980
    @narindersingh6980 3 года назад

    Thank you

  • @FinalRant00
    @FinalRant00 3 года назад

    Perfect explanation! Thanks

  • @morninggapup
    @morninggapup 4 года назад

    I’ve been watching, still trying to figure options trading out. If you buy a put and call option at the same price, are you guaranteed an in-the-money trade at or close to expiration because you can’t loose more than traded?

    • @projectfinance
      @projectfinance  4 года назад +1

      You are guaranteed to have one of the two options in-the-money, but one of the options must have intrinsic value equal to your purchase price for the trade to break even. If you buy the 100 straddle for $15, the stock price must be at $115 or $85 for the straddle to break even at expiration.

  • @mikedok1
    @mikedok1 3 года назад

    Exceptional video, Chris. That’s also great that you keep in shape too. Where are you at?

  • @Cortes2141
    @Cortes2141 3 года назад

    I think I'm missing something on calculating the upper breakeven on the butterfly... how do you calculate to be $140.50 using step by step math? Showing all the number I get that the math works, but do you just start at $135.50, find the 125C intrinsic, then subtract the 135C shorts, and so on and just keep doing that until you arrived at $140.50? I also noticed that $140.50 is exactly $4.50 BELOW up upper long call. Is that just a coincidence?

  • @rividin8416
    @rividin8416 2 года назад

    Thanks was really helpful

  • @sagig72
    @sagig72 4 года назад +1

    Great video Chris.

  • @wayupnorth9420
    @wayupnorth9420 3 года назад

    Outstanding video

  • @siddheshdakwe5757
    @siddheshdakwe5757 3 года назад

    the audio in vid is so dull but so informative

  • @1sh0n0m3rcy
    @1sh0n0m3rcy 4 года назад

    all of your options videos, you specify " at expiration " and short selling. does this mean the strategies only work if you hold till expiration? and if i short sell i would need a margin account?

    • @PoweiKao
      @PoweiKao 3 года назад

      If you close your position before the expiration date, you need to consider the extrinsic values (if there's any). Extrinsic values could be affected by factors such as the volatility of the stocks and time till expiration.

  • @chai1134
    @chai1134 3 года назад

    thank you so much...

  • @lauryjerry1566
    @lauryjerry1566 4 года назад

    love your teaching detailed and informative .are you MIT alumni???

  • @tangorocking
    @tangorocking 4 года назад

    @projectoption Great video as usual Chris. Simply loving it. Keep them coming...
    ​ Have a small query on the settlement part. Appreciate your thoughts on the same.... Example:. Call strike is $100, Premium Paid is 7 and the stock price is $110. I am $300 in the money. Today is expiration day. even though i am up $300 who could i sell this to. Anyone buying from me would end up automatically exercising his rights to buy the shares which no one may want to. So my question is "Is it quite possible to be stuck with ITM and not be able to sell and forced to purchase shares at end of expiry"? which means its best to close much earlier in the day (few days earlier even maybe) and not wait till expiration date?. Or is there some institution which guarantees to pay you your intrinsic value (300$) at expiry if you do not want to exercise your right to purchase.?

    • @satoshiorange
      @satoshiorange 4 года назад +1

      I understand your fear. But if you are trading highly active stocks/products, the option markets have so much liquidity that you will not have a problem selling. You may ask "why would somebody buy this?" But there are tons of market makers out there that will be willing to provide liquidity and help you facilitate your trade (by taking the other side). The important thing here is trade active options. Don't trade options on little-known stocks. Always check open interest and stick to standard monthly expiration cycles (third Friday of each month). You want open interest in the thousands at many strike prices. You'll have no problem trading these options.

    • @tangorocking
      @tangorocking 4 года назад

      @@satoshiorange Thanks for your response. Much appreciated. So what i understand is on the highly active stocks there will always be a buyer who may have his own reasons for buying on expiration date, maybe he is short and want to close. Bu there is no such institution guarantee of getting paid the intrinsic. What one is guaranteed though is the purchase of shares upon not closing on expiration date..

  • @SejalPatelDrSej
    @SejalPatelDrSej 4 года назад +1

    Great topic !

  • @Faraz70
    @Faraz70 4 года назад

    When i trade vertical credit spreads, even when the price of both the options is above the breakeven price, my TOS platform shows a loss - negative balance in Open profit/loss?

    • @projectfinance
      @projectfinance  4 года назад +1

      The breakeven is only at expiration. If you are before expiration, you could have a loss on your position even if the stock is favorably positioned relative to the breakeven.

  • @OfficialKingKulin
    @OfficialKingKulin 4 года назад

    Awesome info

  • @dwhite3676
    @dwhite3676 4 года назад +2

    I swear you made this video for me!!

  • @mikecruz9226
    @mikecruz9226 3 года назад

    If I buy 2 contracts of 137 CALL for $4.00, I will pay $800 ($400x2).
    Normally, breakeven will be if the 137 CALL reaches 141. Since I bought 2 contracts, do I add 8 instead of 4 to 137 making the breakeven point to 145????
    The current stock price now is at 139 (not yet at 141). The 137 CALL is selling for $5.35. If I sell at $5.35 x 2 contracts, this gives me $1070.
    $1070 - $800 (what I paid) = $270
    So I'm in the profit of $270 without even reaching the breakeven point.
    How is this possible???
    Am I mistaken and missing something?
    I'm a beginner so any info would be much appreciated.
    Thank you...

    • @truszko91
      @truszko91 3 года назад

      If you paid $4 for a 137 call, you need the stock price to be $141 AT EXPIRATION in order to break even. That's because at expiration your option only has an intrinsic value.
      It sounds like you are checking the stock price before the expiration. Before expiration, your option will have two values: intrinsic and extrinsic.
      At the 139 stock price, your intrinsic value was $2 (139 - 137).
      At the 139 stock price, your extrinsic value was $3.35 (5.35 - 2).
      The extrinsic value changes over time and reaches $0 at expiration. If your stock price stayed at 139 until expiration, you would lose money.
      Was this helpful?

    • @truszko91
      @truszko91 3 года назад

      The double purchase doesn't matter. Your breakeven price is the same for the same strike prices

    • @mikecruz9226
      @mikecruz9226 3 года назад

      @@truszko91
      I guess it kind of makes sense when you say "AT EXPIRATION."
      This ONLY matters at expiration.
      I just didn't understand how I was already profiting at 139 before I even reached my breakeven point of 141. But I guess as the stock price moved up from 137 to 139, so did the premium price (money I paid).
      If I wanted to, I can sell at this point and collect my little profit and don't really have to wait for the stock price to hit 141, right?
      Thank you for the feedback, much appreciated!

    • @truszko91
      @truszko91 3 года назад

      @@mikecruz9226 for sure! If you only buy a call, that option's theoretical profit is unlimited. While the intrinsic value is bound to be the difference between the stock price and the strike price (141-137, or 150-137), the extrinsic value is infinite. But, extrinsic value deteriorates over time, reaching $0 at expiration. If the price is moving in the right direction, and the implied volatility increases a lot from the time of your purchase, you will gain a lot of extrinsic value, but, again, the more you wait, the more that extrinsic value deteriorates.

    • @mikecruz9226
      @mikecruz9226 3 года назад

      @@truszko91
      With the example you gave
      (150-137) intrinsic value is 13.
      Extrinsic would be -7.65
      ($5.35 - 13).
      Is it possible to have a negative extrinsic value?

  • @nononnomonohjghdgdshrsrhsjgd
    @nononnomonohjghdgdshrsrhsjgd 3 года назад +1

    I like your videos but music is distracting

  • @djemsjean-paul1364
    @djemsjean-paul1364 4 года назад

    why break even is higher than strike price

    • @Ryan-gk1bd
      @Ryan-gk1bd 4 года назад

      Because of Theta(time) decay the value of the option goes down. Therefore, in order to offset the value lost, the price needs to increase to certain amounts. In his first example, if he waits until expiration, he will need the underlying stock price to be at 262.37 to break even. Edit: 2:35

    • @projectfinance
      @projectfinance  4 года назад +1

      Because call options have intrinsic value when the stock price is above the strike price. For a call trade to breakeven at expiration, the call has to be worth the entry price. And since intrinsic value is all that remains at expiration, the call needs to have intrinsic value equal to the entry price. The formula for a call's intrinsic value is Stock Price - Strike Price.
      So if I buy a 100 call for $7.37, the call will have $7.37 of intrinsic value if the stock price is at $107.37. At expiration, the call will only have intrinsic value, and so if the stock price is at $107.37, the 100 call will be worth $7.37 (same as the entry price).

  • @teresab208
    @teresab208 2 года назад

    Seems like you should only look at what you paid, what you spent

  • @valeriev1728
    @valeriev1728 3 года назад

    too complicated, i'd rather memorize

  • @-_-_-_-_-_-_-_-_-_-_-_-...
    @-_-_-_-_-_-_-_-_-_-_-_-... 4 года назад +1

    this is so helpful! thanks!