atticus' single-name delta book

Discussion in 'Journals' started by atticus, Nov 8, 2012.

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  1. Yeah, it's in a PM.
     
    #411     Dec 26, 2012
  2. Out at 10.75 (88 mid) on the break of 515. +1.45, 0.76%.
     
    #412     Dec 26, 2012
  3. Long the Jan VIX 14/19/24 fly from 2.37 risk (30 mid), comms included. 5% allocation. Cash at 19.55, Jan futs at 19.30.
     
    #413     Dec 26, 2012
  4. newwurldmn

    newwurldmn

    I can't model this but my experience with the vix in "no man's land" it can move 4 handles pretty fast.
     
    #414     Dec 26, 2012
  5. I think it's pretty rich here at 19-20 cash. We'd likely be at a 16 handle w/o the fiscal cliff. I think we trade to an 18 handle on futures before expiration.
     
    #415     Dec 26, 2012
  6. This is probably a stupid question, but, I'm an option noob. When I plug this fly into my "what-if" on Ib it gives me a max profit of like $25 per fly. Is this correct?
     
    #416     Dec 26, 2012
  7. With fly's your trying to take advantage of a mispricing in implied vol right? How do you decide on where to set your legs on the fly?

    Sorry if these are really basic. I'm just curious.
     
    #417     Dec 26, 2012
  8. newwurldmn

    newwurldmn

    I agree it's high and you see 16 within a day or two of resolution. If we go over though, you might see 25+.

    I have no way of modeling the implied vol of the VIX though as it's weird. I would think that VIX implieds would be high, but maybe not unwarranted.

    FWIW I have Jan 17 puts that have lost a lot of their value.
     
    #418     Dec 26, 2012
  9. That can't be right. Max profit for a fly (assuming calls) at expiration is mid strike - lower strike - net debit.

    That's 19 - 14 - 2.37 = 2.63
     
    #419     Dec 26, 2012
  10. Its NOT a fiscal cliff.... It's a physical cliff... Here's the proof -> http://www.youtube.com/watch?v=DgGblYWUaNU&hd=1
     
    #420     Dec 26, 2012
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