Poor Man's Covered Call vs traditional long stock portfolio

Discussion in 'Options' started by morganpbrown, Sep 15, 2021.

  1. newwurldmn

    newwurldmn

    fair point.
     
    #11     Sep 15, 2021
  2. covered calls, or any variations of it, underperforms against simply buy & reinvest-dividends of the index. https://www.cboe.com/us/indices/dashboard/bxm/

    There you can see BXM (SPX Buy Write) underperfoming vs. SPX, which doesn't even include the dividends.

    Replacing stocks with leaps is even worse since now you're giving up on the dividends; another way to look at it is, you're investing in companies but you have to periodically distribute part of your invested assets to stock holders...
     
    Last edited: Sep 15, 2021
    #12     Sep 15, 2021
  3. destriero

    destriero

    bc we've been in a runaway bull mkt. I can name ppl with huge buy-write portfolios that know how to pick stocks and time vol and have dramatically outperformed the return of the SPX over the last 20Y.

    "Any variations of it" I don't think so.
     
    #13     Sep 15, 2021
    Zwaen likes this.
  4. newwurldmn

    newwurldmn

    the leaps price the present value of the dividends
     
    #14     Sep 15, 2021
  5. well, you basically agreed with me. That you'd need to have a significant edge in timing individual names and vol to generate actual alpha.
     
    #15     Sep 15, 2021
    SPX Options Trader likes this.
  6. Can you provide a source for this opinion? Is it associated with Gordan's Growth Model?
     
    #16     Sep 15, 2021
  7. newwurldmn

    newwurldmn

    no. You said covered calls, any variation of it, under perform.

    That means they are strictly inferior.
     
    #17     Sep 15, 2021
  8. newwurldmn

    newwurldmn

    no assumptions and nothing to do with the Gordon growth model. It has to do with no arbitrage. But you know this because you know that covered calls always underperform the index with dividends reinvested.
     
    #18     Sep 15, 2021
    ITM_Latino likes this.
  9. destriero

    destriero


    I don't agree that significant edge is needed to outperform passive buy and hold in SPY.
     
    #19     Sep 15, 2021
  10. OK, I worded it badly. Apologies for my lack of clarity, I meant any variation of simple "covered calls", explicit or synthetically.
     
    #20     Sep 15, 2021