Adjust my position

Discussion in 'Options' started by Longshot520, Aug 20, 2023.

  1. How would you work to limit vega risk with these greeks? This is a BWB. Calendarizing the upper long looks very attractive, but I worry about weighted vega and term structure voodoo outside my wheelhouse.

    This is a vol hedged position FYI, but the hedge is very far OTM. Would love to find a creative way to blunt grind down risk that is between 5-10% with low IV. Even if it's just a simple PDS but with some more advanced logic.

    Thoughts on any adjustments (and why) would be appreciated. Thanks!
    upload_2023-8-20_18-59-33.png
     
  2. newwurldmn

    newwurldmn

    Re-write this post with the following:
    1. Your exact positions
    2. What you are actually looking to do (explained in plain English)

    nothing you said made sense
     
  3. Didn't make sense? I guess I need to know more about what's not making sense about asking for a creative way using puts to deal with vega risk in a grind down?
     
  4. sonoma

    sonoma

    To give you more thoughtful answers, you'll need to supply more specifics because these same greeks can be the result of many different positions. Otherwise you'll end up with "buy some lower strike puts until you're satisfied."
     
    Flynrider likes this.
  5. newwurldmn

    newwurldmn

    Reread your op. It’s nonsensical
     
  6. Thank you. Here are the strikes. upload_2023-8-20_23-1-29.png

    It's a variation of a BWB that carries very low gamma at a cost of carrying very negative vega. I have experimented using calendars at the 30d (same expiry) which do nicely to hedge vol on large IV spikes, but they are wildly unpredictable and have been hard to manage (for me) these days. It also adds an upside risk I'm not comfortable with. Modeling software also can't do calendars well.
     
    Flynrider likes this.
  7. upload_2023-8-20_23-8-38.png NDX

    Want to

    -hedge vega risk without leaving the expiry of the core position.
    -do it in a way that has a ramp up in the -10% range without sacrificing too much theta
    -up front debit isn't too crucial, I'd rather pay more for more negative deltas that sacrifice theta (if IV is currently low) by going too far OTM.

    Does this help? My knowledge is sophomoric at best, but I get the foundations enough to understand answers from options professionals (or at least get enough fodder to then google a bunch of sh*t).
     
  8. newwurldmn

    newwurldmn

    you want to reduce your Vega figure.
    I don’t understand the comment about negative deltas vs theta.

    Do you have a view on the term structure? If not, any downside purchase will reduce your Vega exposure, the best being November. but you will be sacrificing theta to do so. Remember: premium is the present value of gamma/theta and vega is the change in that present value of gamma/theta.

    You can buy deep downside options for extreme convexity (like 1 delta options) but they are expensive in vol terms and may not hedge your book when you need it.
     
    Flynrider likes this.
  9. Thank you.