The Beauty of Options - Portfolio Insurance at a Discount

Discussion in 'Options' started by Sweet Bobby, Jun 19, 2020.

  1. ironchef

    ironchef

    What do you mean by a swap?

    As for your second statement, don't be so sure. :p
     
    #201     Jul 1, 2020
  2. destriero

    destriero

    bc gamma?

    bc he's "long" a bunch of 5:1 ratio (where it hurts) condors?

    bc everything looks ok now, but his local long gamma turns into Coachella with COVID and Herpes as we drop?

    bc he's short the back month vol in puts?
     
    #202     Jul 1, 2020
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  3. destriero

    destriero


    Swap = switch. The voldiff and net-exposures between the long and short months. There is ZERO utility in diagonalizing as he's done other than to reduce cost. IOW it wasn't done to take a position on the switch. It's a negative in this case.

    You ppl would have to know what you're talking about to even know when/if you have an edge.

    If a tree falls in the forest...
     
    #203     Jul 1, 2020
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  4. ironchef

    ironchef

    Will let you know after I look things over to make sure my VBA codes have no bugs.
     
    #204     Jul 1, 2020
  5. destriero

    destriero

  6. destriero

    destriero

    #206     Jul 1, 2020
    taowave likes this.
  7. ironchef

    ironchef

    First level thinking by us amateur retails is that since all things being equal, premium grows as SQRT(time), selling 6 monthly 1 month would more than pay for buying a 6 month. But of course you MM and pros are not dumb, it is generally priced in.

    My only edge is I placed one big macro bet since 2010, betting that this bull has legs and would last a long time. Therefore, no special skills needed to make money. :D

    But I think it is ending, perhaps after the election, the punch bowel will be taken away? :(

    Have a good day. We appreciate your coaching sir.
     
    #207     Jul 1, 2020
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  8. destriero

    destriero

    Dunning Kruger. The only thing that keeps me from spouting expletives is my eventual run for office. It's good that you're trying. It gives ppl hope.
     
    #208     Jul 1, 2020
    ironchef likes this.
  9. destriero

    destriero

    The diff between your local gamma position and terminal risk? Speed.

    The diff between your local vega and terminal risk? Volga.

    He's up the Volga without a paddle.
     
    #209     Jul 1, 2020
    shh likes this.
  10. taowave

    taowave

    IC, Unless the market craters,this will be a learning experience for Sweetness..

    There is zero edge to this strategy,there is no strategy that "fits all sizes",irregardless of market conditions...

    Selling more puts to balance out the cost of the longs removes Bobby's lucky chip....

    No disrespect,but hes not ready for prime time,and IMHO he should be nailing the basics before doing backspread diagnols..



     
    #210     Jul 1, 2020
    guru likes this.