SVOL

Discussion in 'Options' started by IV_Trader, May 15, 2025.

  1. maxinger

    maxinger

    upload_2025-5-16_8-46-52.png

    I guess you bought it at $21, 5 months ago when it was on the downtrend.

    After that, it dropped further to 14.

    Now it is at 19 after HODL.

    You must have numerous sleepless nights.


    When is CC going to zero?
     
    #11     May 15, 2025
  2. Huh? Lets assume you bought on Jan 1st for simplicity. You bought it at over 21, with the dividends, you are down about 2% on the underlying . Assuming you were selling monthly calls, you'd be down 15ish percent on that because it rallied like crazy last month.
     
    #12     May 16, 2025

  3. I bought >20 and then added at 19,18,17,16,15,14

    My current average is 17.5

    And in the meantime, I received dividends and realized gains on some CC.

    Currently up 20%

    Looks like this topic rubs folks the wrong way, so I am OK if it closes.

    @EdgeHunter - thanks for a link; I will follow it.
     
    #13     May 16, 2025
  4. My down 2% included dividend income. What were the options you were selling? It was up a fair bit Apr to May expiration, so you must have lost money on that call and probably had stock called away too

    So you were down 25% at some point and were adding. Mkay.
     
    #14     May 16, 2025
  5. June is trading 0.25 under shares. What's the arb?
     
    #15     May 16, 2025

  6. stock is at 19.70

    selling 20 call + div = 52 cents + 30 cents on stocks IF recalled.

    All things being equal (VIX stays on current levels), profit is 4% for a month.
     
    #16     May 16, 2025

  7. Well there is no arb. You can't capture to div profitably with the long - synthetic. I get that you're in a CC. You still need to account for carry.
     
    #17     May 16, 2025
    IV_Trader likes this.
  8. The synthetic at mid is an arb with borrow even above 5.00 pa but this thing trades by appt.
     
    #18     May 16, 2025
  9. newwurldmn

    newwurldmn

    i dont understand this fund.

    It has a market cap of 1Bn.

    They are short approx 250MM of 2M vix (july) (13MM/vega)
    They are long a tiny calls but in less notional than the VIX future. (5MM/point)

    They are short May VIX.

    They are long 40MM of delta via SPX calls.

    And then of course a ton of bonds.

    The excess income is clearly coming from teh futures where they expect to pay about 1%/month in divs which is about 1 vol point on the VIX future less whatever they piss away on the hedges. Further the vix can move 10 handles and those calls not really kick in.
     
    #19     May 16, 2025
    demoncore likes this.

  10. Yeah, they're going to get whacked inside 2 sigma downside in mkt. This sht shouldn't be available to retail.
     
    #20     May 16, 2025
    newwurldmn likes this.