Hedging the wheel

Discussion in 'Options' started by markthepadrone, Sep 16, 2022.

  1. BKR88

    BKR88

    Wow. You're clueless.
    If you hedge your equity position with a short MNQ you have just 1 short call exposure but you have no idea what that even means. :)
    Dest gave you the best way to deal with it but it's so far over your head you have no idea what he's even saying.
     
    #71     Sep 17, 2022
    BlueWaterSailor likes this.
  2. You sell a 5-day 97 put on a $100 stock for $1; the price at the next open is down by $10. You're now out $6.50 and assigned at 97. Calls anywhere at or above your cost are going for pennies, so you're screwed.

    FYI: when you're long theta, you're short gamma. This is the BIG clue, so pay attention.
     
    Last edited: Sep 17, 2022
    #72     Sep 17, 2022
  3. I don't happen to need a gross of random idiots, so - yeah, it is quite nice, thank you. But if I ever decide to trade one (short side ONLY), I'll structure something with positive expectancy.
     
    #73     Sep 17, 2022
    markthepadrone likes this.
  4. Ever considered that they DO understand and disagree with you for good and sufficient reasons that you have no clue about - and that you'll never have a clue about unless you stop and think about what they're saying? Just a thought.
     
    #74     Sep 17, 2022
  5. Ok. Baby steps.

    You said "You're short a naked call either way" So, in English, that means I'll be naked if I have the MNQ short or not. So, if I don't and I only have a TQQQ position that I'm selling calls against, how is that a naked call?
     
    #75     Sep 17, 2022
  6. I agree. But I don't care. When I sell the 97 put, I place a standing MNQ short order at 95. Not the best case, but what's better?
     
    #76     Sep 17, 2022
  7. BKR88

    BKR88

    Your positions:
    Long TQQQ stock
    Short MNQ (same dollar value as TQQQ long)
    Short 26.5 Call
    Since TQQQ is being offset 100% by MNQ, they effectively cancel each other out so price movement won't matter.
    Now you still have the short 26.5 call which is "naked" because the TQQQ has been canceled out with the MNQ short. You can't be using the TQQQ as a covered call also. You canceled it out.

    Current price TQQQ = 25
    At expiration TQQQ = 20
    TQQQ loss = 5
    MNQ profit = 5
    Short 26.5 call profit = 1.5 (sale price)

    At expiration TQQQ = 30
    TQQQ profit = 5
    MNQ loss = 5
    Short 26.5 call loss = 2
     
    Last edited: Sep 17, 2022
    #77     Sep 17, 2022
  8. Have you been reading some of these comments?
    They have nothing to do with what we're talking about.

    You're one of the only people here making sense.
     
    #78     Sep 17, 2022
  9. Now you get zero benefit from any rise in the underlying that you're holding, have locked in an automatic $2 additional loss into it, and paid the haircut on all those trades. Go on, tell me more...

    As to what's better: trades with alpha. And that's something you don't get simply from trading structure... especially wheeling in a market that's all over the place (when that strat is designed for a sideways or rising market ONLY.)

    P.S.: You can trust me on this one; I used to wheel extensively, and ran a wheeling list on Telegram, so I'm really familiar with all the permutations of it. It's pretty dead these days, for very, very good reasons.
     
    Last edited: Sep 17, 2022
    #79     Sep 17, 2022
  10. "You're short a naked call either way"
    What did you mean by either way?
     
    #80     Sep 17, 2022