Ranking Option Strategies Based On Risk | Options crash Course 2024

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  • Опубликовано: 10 ноя 2024

Комментарии • 131

  • @hamusyaigh3317
    @hamusyaigh3317 9 месяцев назад +8

    Such a good options trading teacher. Thank you.

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      Preciate you, thank you!

  • @RomilCPatel
    @RomilCPatel 9 месяцев назад +9

    The lowest risk is actually a box spread on European options. These box spreads are the equal to the risk free rate of return. So a 3-month box spread has the same return as a 3-month t-bill, and both come with zero risk.

    • @axelmuller5040
      @axelmuller5040 9 месяцев назад

      Can you share some details?

    • @RomilCPatel
      @RomilCPatel 9 месяцев назад

      ​@@axelmuller5040
      On SPX for example you can buy a 4000 call and sell a 5000 call; then buy a 5000 put and sell a 4000 put. This is essentially two debit spreads that cancel each other out, hence why it's called a long box spread. The opposite with two credit spreads is a short box spread.
      You have cancelled out all of your Greeks other than Rho. So the interest rate differential between calls and puts is what you are left with. That interest rate differential is equal to the rate on treasuries. So a long box spread one year to expiration should be roughly equal to a one-year t-bill in the amount it makes you. In a short box spread you can borrow from the market at the equivalent duration treasury interest rate.
      Riskless strategies like box spreads are essentially ways to lend into the market for a risk-free interest rate. And vice versa for borrowing.
      Also, these strategies should only be done on European options, so none of the legs get assigned early.

    • @RomilCPatel
      @RomilCPatel 9 месяцев назад

      ​@@axelmuller5040
      On SPX for example you can buy a 4000 call and sell a 5000 call; then buy a 5000 put and sell a 4000 put. This is essentially two debit spreads that cancel each other out, hence why it's called a long box spread. The opposite with two credit spreads is a short box spread.
      You have cancelled out all of your Greeks other than Rho. So the interest rate differential between calls and puts is what you are left with. That interest rate differential is equal to the rate on treasuries. So a long box spread one year to expiration should be roughly equal to a one-year t-bill in the amount it makes you. In a short box spread you can borrow from the market at the equivalent duration treasury interest rate.
      Riskless strategies like box spreads are essentially ways to lend into the market for a risk-free interest rate. And vice versa for borrowing.
      Also, these strategies should only be done on European options, so none of the legs get assigned early.

    • @alexhere1
      @alexhere1 9 месяцев назад +1

      The key word here is “European”, which removes early assignment risk for ITM legs. The price will be the width of the spread at all times, and you might lose few cents on the market making bid/ask spread. This is borrowing money, and you better be able to put it back by the expiration date.

    • @RomilCPatel
      @RomilCPatel 9 месяцев назад

      @@axelmuller5040 ​
      On SPX for example you can buy a 4000 call and sell a 5000 call; then buy a 5000 put and sell a 4000 put. This is essentially two debit spreads that cancel each other out, hence why it's called a long box spread. The opposite with two credit spreads is a short box spread.
      You have cancelled out all of your Greeks other than Rho. So the interest rate differential between calls and puts is what you are left with. That interest rate differential is equal to the rate on treasuries. So a long box spread one year to expiration should be roughly equal to a one-year t-bill in the amount it makes you. In a short box spread you can borrow from the market at the equivalent duration treasury interest rate.
      Riskless strategies like box spreads are essentially ways to lend into the market for a risk-free interest rate. And vice versa for borrowing.
      Also, these strategies should only be done on European options, so none of the legs get assigned early.

  • @freddonson5436
    @freddonson5436 7 месяцев назад +4

    Dr. Jim, you're the best, got so much out of this one

  • @sushzkruz
    @sushzkruz 9 месяцев назад +1

    Hi Dr Jim,
    How much money you made last year & what was your account size?
    You guyz (you, Batisaz, Liz Dally) never disclose about your P&L.. How do we know your success rate?

  • @davehansen2494
    @davehansen2494 8 месяцев назад

    Hello, in the AMZN example, you would still own the stock, but take the loss on the put...so to own the stock is better ?

  • @alessbrasil25
    @alessbrasil25 9 месяцев назад +3

    I’ve been buying lowers deltas that fit my account and I can deal with taking losses or letting it run for 40%+ gainers

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      So you're just buying naked premium?

  • @SvenskJim222
    @SvenskJim222 9 месяцев назад +1

    I really enjoyed the free butterfly segment. I think that’s what’s missing from many of the standard explanations of trading.

  • @TherealMarkyMars
    @TherealMarkyMars 9 месяцев назад +6

    that's a great insight essentially leaving the wing open to act on any movement in the open direction. However it's not free, in the sense you would need (depending on the share prices) around 50k in collateral just for that one play.

    • @jschultzf3
      @jschultzf3 9 месяцев назад +1

      $50k margin only if you're cash-secured...in a margin account it's a fraction of that.

    • @seanbutler9429
      @seanbutler9429 9 месяцев назад +7

      And if the stock goes down, you are on the hook for one of the short puts with no protection.

  • @wwrussell180
    @wwrussell180 9 месяцев назад +4

    Dr. Jim, while waiting for the opportunity to convert the ratio spread into a “free” butterfly, are you not exposed to tremendous downside risk in the interim? Seems very risky to me. Please explain what I might be missing.

    • @jschultzf3
      @jschultzf3 9 месяцев назад +1

      You are exposed to undefined-risk on the downside, correct...just like a short put is exposed to the downside. As I explained when setting up the strategy, sadly, we can't put risk-free trades on at entry...that would mean there would never be any reason to ever do anything else. But having this option in your back pocket to take risk off the table, and convert trades to risk-free is a nice tool to have.

    • @wwrussell180
      @wwrussell180 9 месяцев назад

      @@jschultzf3 thanks for the quick reply.

    • @AffectionateArcticFox-ik8xo
      @AffectionateArcticFox-ik8xo 6 месяцев назад

      This is a very good observation.

  • @koyomo2910
    @koyomo2910 8 месяцев назад

    Genius Dr. Jim. Thank you for the video. Showing it on the platform was Genius Genius.

  • @jonathansims486
    @jonathansims486 9 месяцев назад

    Dr. Jim, is it possible to have a stop loss order on the original ratio spread at whatever the break even point is? So either stock price drops and we exit the ratio spread as soon as P/L = $0 or stock stays same/rises and we wait to put the free Butterfly on?

  • @alexdasliebe5391
    @alexdasliebe5391 9 месяцев назад +3

    Thanks so much, Tasty Live. Great informative content.

    • @jschultzf3
      @jschultzf3 9 месяцев назад +1

      Awesome - thanks for watching!

    • @alexdasliebe5391
      @alexdasliebe5391 9 месяцев назад

      ⁠Quick question,@@jschultzf3, isn’t setting up the “free butterfly” somewhat directional? How would I pick which wing to keep?

  • @davidgallimore9656
    @davidgallimore9656 9 месяцев назад +3

    Yo Yo Yo Dr Jimmbo, I thought you were going to tell us about the SPX Box trade. No risk and earn an interest like rate of return (legally capital gains). SPX cash settled, euro style contracts, no dividend kind of thing.

  • @tchitchikov
    @tchitchikov 9 месяцев назад +2

    Great video - thank you Dr. Jim and TastyLive

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      You got it - thanks for watching!

  • @tdiler12
    @tdiler12 Месяц назад

    And then if your scenario plays out, you could complete the free butterfly as stated,
    then eventually return the risk to the trade and sell the first most valuable leg and buyback 1 short & turn the butterfly into a put credit spread and collect quite abit depending on time and proximity to 1st leg.
    A lot of things need to play out but its all fun.

  • @MTtroutfisher406
    @MTtroutfisher406 9 месяцев назад +3

    Great explanation! Thank you!

    • @jschultzf3
      @jschultzf3 9 месяцев назад +1

      Really glad it helped so much - thanks for watching!

  • @Christine-v4s
    @Christine-v4s 3 месяца назад

    I LOVE all your classes! Please keep posting great content. Thank you so much!

  • @rhondaw2753
    @rhondaw2753 3 месяца назад

    LOVE your style! Thank you!

  • @stebo2984
    @stebo2984 8 месяцев назад

    These courses are pure gold 🥇

  • @Alphahydro
    @Alphahydro 21 день назад

    Man this was pretty interesting. Thanks for your work.

  • @msingh1403
    @msingh1403 9 месяцев назад +2

    Very good comprehensive series! Thank you!

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      Thanks so much for watching!

  • @djayjp
    @djayjp Месяц назад +1

    30:19 The reference cited at the bottom here is incorrect.

  • @rogerp1477
    @rogerp1477 7 дней назад

    What happens if the market goes down in free butterfly strategy, when you are still ratio spread phase and you haven't purchased the last wing? Thanks

  • @nationalnotes
    @nationalnotes 9 месяцев назад +1

    Big if is if the market moves in your direction and basically breaking even on the trade.
    I don’t see the advantage vs selling a put (also a bullish strategy) and getting much better premium. Yes you can get assigned…but if you did your homework - read TA - you can always wheel out of it.

    • @jschultzf3
      @jschultzf3 9 месяцев назад +1

      I don't disagree that a short put might be a better strategy. I probably use short puts more than ratio spreads myself...but having the ratio into risk-free butterfly in your back pocket for special circumstances is a nice tool to have.

  • @vasudevaramachandra2704
    @vasudevaramachandra2704 8 месяцев назад

    For the butterfly scenario, can we not use a GTC limit order for the last wing to buy to open to make it a free butterfly ?

  • @traveling-around
    @traveling-around 9 месяцев назад +1

    Thanks good information. Do I now what good type trend for using this strategy pal? Cheer.

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      Typically a Put Ratio Spread is best used when you want positive deltas in your account, since the deltas are positive at trade entry. They do change over time and become negative deltas, though, so it may not be the best fit for everybody.

  • @joel3792
    @joel3792 7 месяцев назад

    For the Butterfly Strategy, it is NOT risk free if the market moves against you, causing that last leg to actually increase in price. The term should be "Locking in Profits" instead. I was vested in this video simply because i wondered what other risk free strategies outside of Collars exist.

  • @notseekingconverts
    @notseekingconverts 9 месяцев назад +2

    When I roll a short option, my thinking is that I simply reset my premium and any gain beyond commissions is still a net gain. Am I wrong?

    • @jschultzf3
      @jschultzf3 9 месяцев назад +1

      Well the added premium does help with break-even points and overall credit collected, but it's not necessarily a net gain. The current value of the position has to be below what you've collected for that to be true.

  • @dmitrikristensson967
    @dmitrikristensson967 9 месяцев назад +2

    Very interesting! Thank you!

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      You got it - thanks for watching!

  • @richbalkissoon5322
    @richbalkissoon5322 5 месяцев назад

    are there any videos about combining broken wing butterflys with calendar spreads?

  • @YIWOTY
    @YIWOTY 8 месяцев назад

    What is the name of this ratio spread to potential risk-free butterfly trade strategy?

  • @johnmoser1162
    @johnmoser1162 9 месяцев назад +5

    Sorry Dr Jim ... I really appreciate what you do. Buut ... obviously there is no simple recipe to make money. And therefore this is pretty much hot air. You need to have an EDGE - and that is not explained ... 🙂 ... and if you had the edge to make "millions" then why should you tell us ... for FREE ?!

    • @jschultzf3
      @jschultzf3 9 месяцев назад +3

      Totally agree - maybe I'm just that nice of a guy ;)

    • @johnmoser1162
      @johnmoser1162 9 месяцев назад +1

      @@jschultzf3 I mean seriously - we can apply Einstein's theory of special relativity to options trading. But isn't the "edge" as "simple" as to know if the price goes up, down or stays at the same level ?
      Why are we not investing a lot lot more time into these topics ?

    • @Lee-pr7ts
      @Lee-pr7ts Месяц назад

      Mr Moser showed himself to not be a person who has taken a deep dive into Tasty. Mr Moser should have an open mind and take a good look at it. It just might open his eyes and change his life. There is no better readily-available data out there than what Tasty offers up. Not even close. ​@jschultzf3

  • @elynno9911
    @elynno9911 9 месяцев назад

    As always appreciate your time n effort

  • @LMF-ct4lt
    @LMF-ct4lt 9 месяцев назад

    What is the advantage of selling covered calls at 47 days to exp compared to 7 dte? You are not receiving more premium per week. Is it true that time works for you when you buy options and works against you when you sell options?

    • @RomilCPatel
      @RomilCPatel 9 месяцев назад +1

      Gamma risk

    • @Tary88
      @Tary88 9 месяцев назад +3

      Backwards selling options time works for you. Buying options time works against you.

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      @@Tary88 This is the way

  • @DavidKoontz
    @DavidKoontz 9 месяцев назад

    Great explanation on big picture risk.
    Q: on the free butterfly trade.
    Is there a way to use the GTC order for the lower wing? What am I missing?

    • @kesor6
      @kesor6 9 месяцев назад +3

      You are missing the bit where the price of the underlying goes lower before you get the chance to buy that leg. Should that happen, and the price goes lower by a lot, your short leg has the potential for a huge amount of loss that you need to take out of pocket.

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      Yes, you could certainly do that...set a GTC for that missing wing, to create the risk-free butterfly if/when the market allows for it.

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      @@kesor6 yes, you have the same risk profile at the beginning of this strategy that you would have on a naked short put, which again, if sized the same is less than actual long stock itself. So any losses you might incur from the stock falling are actually less than what you would have to absorb on a long stock position.

    • @toniasabatini4174
      @toniasabatini4174 6 месяцев назад

      @@kesor6 LOL - True.

  • @ehk8029
    @ehk8029 9 месяцев назад

    How can the impact on margin be managed? By not having protection, the broker will require a greater margin to open the position

  • @Coronadotbird68
    @Coronadotbird68 17 дней назад

    Thank you!

  • @Lil_mar00
    @Lil_mar00 8 месяцев назад

    Brilliant!

  • @ThatTURK1
    @ThatTURK1 9 месяцев назад

    At 14:20 you said you will have a discussion for amount of gains.When do you think you will post a video about that?

  • @0DTE
    @0DTE 9 месяцев назад +13

    The "riskless trade" would start out with a WHOLE LOTTA RISK! Particularly if the market decided to drop. No different than putting on a naked Put. Your strategy is HOPING for a Goldilocks scenario in order to make it riskless. Plus, the margin required would be enormous, and this strategy wouldn't be viable on any large-cap stock or index; the margin and buying power required would be through the roof.

    • @kesor6
      @kesor6 9 месяцев назад +1

      He didn't really say it was riskless, he just said it was free. Free + huge risk trade that will get you bankrupt if you are not lucky.

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      Correct - there is risk at trade entry, as I explained in the video. Sadly, we can't just sell risk-free strategies all day long from the start :) And if you have a cash-secured account, then yes, the margin is significant, but if you have a standard margin account, the margins are a fraction of what is required in a cash-secured account.

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      @@kesor6 lol this is the exact point I was making in the beginning of the video. Options don't have to be any riskier than long stock and can easily be LESS RISKY when sized is matched. So if avoiding bankruptcy is your goal, you'll be glad you used options because you'll stay solvent longer than you would with stock.

    • @Narcissist86
      @Narcissist86 Месяц назад

      You can always set up a broken wing fly to leg into the "riskless" trade he mentioned without the huge risk and margin requirements.
      For an account names 0 DTE you seem to be intentionally obtuse or ignorant about options.

    • @0DTE
      @0DTE Месяц назад +1

      @@Narcissist86 You apparently don't understand risk.

  • @charlies8282
    @charlies8282 9 месяцев назад +1

    Simply the best

  • @MP2001TX
    @MP2001TX 9 месяцев назад +2

    Terrific options education! Thank you Dr. JS

  • @0DTE
    @0DTE 9 месяцев назад +21

    I would also note that all your high-probability trades, which you equate with low risk, are extremely risky, as the maximum loss is multiple times the expected profit. If the market moves against you, your position will be in peril. Particularly since you are expecting these positions to expire.

    • @johnmoser1162
      @johnmoser1162 9 месяцев назад

      So do you have a better example ?
      [edit: it's all math - the lower the risk the lower the profit and the higher the total loss. But again - it's all calculated ...]

    • @0DTE
      @0DTE 9 месяцев назад +1

      Your are incorrectly conflating risk with win rate. High win rate has small profitspotentially high risk. Low win rate has potentially big profits and small risk.

    • @johnmoser1162
      @johnmoser1162 9 месяцев назад

      ​@@0DTE Risk is related to win rate. So simple. ... oh and you are the guy with the "batman" strategy. Yep ... another failure.

    • @roberttarrant7646
      @roberttarrant7646 9 месяцев назад

      I find this thread a distraction. Risk and management of that risk contains several important elements. By "all" high probability trades I presume you mean "all" defined risk strategies ? Where by definition, the risk in the trade is the difference between the Net Credit collected and the width of the credit spread. Often the risk to loss in the trade is much larger than the potential reward, say risk 2 to make 1. In my experience, repairing such a trade gone wrong (i.e. getting run over) requires a good bit of tactical trading skill. Tasty maintains an extensive video library on trade management and refers to these tactics as Tasty mechanics, and to the risk to loss in the trade (I think) you are referring to as the Conditional Value at Risk (CVaR). There is so much jargon in the trading business I thought I might include this mini-glossary with a view to help others understand this subject of risk better. Additionally as a practical matter, trading defined risk strategies require significant trading capital, and approx. 3x the CVaR to repair a trade. On the 0dte " batman" trade mentioned here, there is a completely different set of tactics which I have not studied because I do not qualify for trading this strategy properly within the rules for pattern day trading and thus I am limited to paper trading this completely different strategy. My only advice is to understand risk management as it relates to your particular strategy before putting your hard earned dollars at risk. Hope this helps everyone.

    • @Al.Aranzaso-Miras
      @Al.Aranzaso-Miras 9 месяцев назад +2

      What is the probability of that "IF"?

  • @wauttz
    @wauttz Месяц назад

    Awesomeness again

  • @SM-tk7qx
    @SM-tk7qx 9 месяцев назад +2

    Enter the position and it goes down…?

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      That's where you risk is - just like a naked short put.

  • @SM-tk7qx
    @SM-tk7qx 9 месяцев назад

    Can someone explain what the risk would look like if you did an atm iron butterfly along with an otm bought iron condor?

    • @bluesky5587
      @bluesky5587 9 месяцев назад +2

      Too complicated

    • @jschultzf3
      @jschultzf3 9 месяцев назад

      @@bluesky5587 I second this.

  • @michaelhaidee
    @michaelhaidee 9 месяцев назад +4

    I have lost more on single stocks and etfs outright than I ever have with options, LoL. I have made some decent money on Synthetics with collars.

  • @pelefuentes1988
    @pelefuentes1988 9 месяцев назад +1

    LG!!! Dr Jim

  • @WiCapitalco
    @WiCapitalco 9 месяцев назад +2

    Just collar everything

  • @TheLKStar
    @TheLKStar 6 месяцев назад

    I heard that "free fly" strategy before, it's such nonsense. You're paying what you could've sold. Imagine you're a day trader and said you had no risk when adding to a winning position if your stop was higher than the start... no, you're risking your current profit. Maybe people do this for clicks, but these "marketing" nonsensical strategies only serve to confuse newbies.

  • @Alphahydro
    @Alphahydro 21 день назад

    Dawn of the Dead remake is a huge favorite

  • @talalztube
    @talalztube 4 месяца назад

    This is tricky for newbies to follow for covered calls he casually said “if you have 100 shares of msft” instead of saying you need to have a min of 100 shares of the stocks to trade covered calls

  • @dgaz3057
    @dgaz3057 8 месяцев назад

    and here comes the sales pitch

  • @gutemaguutuu5117
    @gutemaguutuu5117 4 месяца назад

    at 34:30 free butterfly 🦋 💜 ♥

  • @thegoodoneist
    @thegoodoneist 4 месяца назад +1

    Total nonsense about free butterfly. You only assumed market up, never considered market down.

  • @dawid.niestroj6045
    @dawid.niestroj6045 7 месяцев назад

    Have a 70 Dollar Spread go against me in one night to a 1200 dollar ..... So pls the are so many dangers!!!!

  • @kesor6
    @kesor6 9 месяцев назад +2

    So a naked put, a prayer, and a put spread. Better hope the gods of luck hear your prayer, or your “free” trade is going to put you in bankruptcy court.

    • @jschultzf3
      @jschultzf3 9 месяцев назад +1

      Provably less risky than long stock

  • @abrahamgomez653
    @abrahamgomez653 9 месяцев назад +2

    Options have limited risk. If you go naked then that changes everything 😂

    • @jschultzf3
      @jschultzf3 9 месяцев назад +2

      And by changes everything you obviously mean has a higher probability of success than long stock along with less risk when matched for size ;)

    • @abrahamgomez653
      @abrahamgomez653 9 месяцев назад

      @@jschultzf3 Only if there is manipulation. Going long on a direct option has very limited risk. You might break even but it's simply insurance. People that go short are gamblers and I don't gamble.

  • @eliefeinstein6182
    @eliefeinstein6182 8 месяцев назад +3

    Please cut it out with the BS titles.

  • @MitalPatel-x2c
    @MitalPatel-x2c 9 месяцев назад

    Ugh...another misleading thumbnail "Options aren't risky"...come on... seriously?

  • @chillin363
    @chillin363 4 месяца назад

    May I suggest that you eep the passionate bleeding boil out of the mix. It confuses the issue. imo I do not even want to listen to the rest now.

  • @djayjp
    @djayjp Месяц назад +1

    Absolutely not true that options are not riskier than stocks lol.

    • @DimebagDerekS
      @DimebagDerekS 28 дней назад

      Do you even trade options? Did you watch the video? It definitely can be as high risk/low risk as you want to play it. I like adding the time component as a variable you can manipulate. As long as the company has solid fundamentals and valuation models agree with whatever your assumptions are, then barring the stock just completely shitting the bed, you should do just fine with less risky options that can help hedge some moves against you. Is it printing money....no. Do you get black swan moves that leave your call in a bad spot capping your upside or forcing you to buy way below market....absolutely. Even a lot of those scenarios though can be defended some if you want to really do some low risk trading and not just redeploy your capital. The Japanese market drop a few months ago had one of my puts in what I would consider a danger zone for being exercised. If it happened I would have owned the stock at a good price, albeit below the current market value....but already prices are way above what my breakeven would've been. But I rolled out, grabbed more premium, and then the stock bounced back and made a 6 percent gain (vs the amount of capital I had tied up securing the put) when the put finally expired. Either way I was satisfied with the result I would have had to deal with. Plus if a stock just really tanks you can always sell and harvest the loss for a few years to recoup on your taxes. I have to agree with Jim and say it is not as risky as most people think...if you don't have a gambling problem.