Tuesday, September 07, 2010

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Calendar Put Spreads

 

 

Direction

 Neutral/Bullish

Strategy Type

 Income

Legs

 Long Put

 

 Short Put

Max Reward

 Capped: (Long Put value at strike price at first expiration) - (net debit)

Max Risk

 (Put Strike) - (Max value of long put at first expiration) (net debit)

Time Horizon

 Min: 2 months

Risk Profile

 Moderate

 

 

 

Description

Calendar Spreads are "horizontal spreads". The Calendar Put spread is a modification of the Calendar Call spread, substituting Puts for Calls. The strategy is virtually identical, however  the difference lies in which method will achieve a better yield.

Both options have the same strike price, therefore if the stock rises above the strike, the short position becomes worthless, and the long less valuable as it gets further out-of-the money.

 

Steps Involved

1. Buy at-the-money long dated Put
2. Sell soon to expire Put with same strike price.

 

Rationale

Bullish to neutral outlook with steady rise. The investor looks to generate income by holding the long term put and selling short term puts against it, profiting off the differential in time decay.

 

 

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