Monday, September 7, 2009

RE: [TheOptionClub.com] Charles Cottle Presentation

 



-----Original Message-----
Ricky Jimenez wrote:

>
I think you are saying that an arbitrary position in calls, puts and
the underlying is equivalent to another one with only calls +
underlying or puts + underlying. Yes, but I don't see why it is
necessarily simpler to analyze without the expiration graph than one
with both calls and puts.

MC -It's not necessarily "simpler." It is a way to manage and analyze a
position without a graph. You can instantly see what strikes you have or
lack inventory at and you can quickly estimate delta exposure for hedging
purposes.

>
Just what is the most general statement that can be made about
decomposing an arbitrary options position into flies? I knew that
condors can be broken up that way.

MC - not sure what you are looking for. When you trade a large and
dynamically changing position (such as a market maker would) you are
constantly looking to hedge away risk to lock in the edge you receive from
the bid/ask spread differential. A butterfly is a risk free trade, so it is
one of the natural positions a market maker - and by extension, any trader -
might look for to lock into (the others being boxes and
reversal/conversions). As a large position is building over the course of an
expiration cycle, if you can continually lock in risk free, positive edge
trades like flies, you will be a consistent winner. So, to me, decomposing
into flies is really an analytic technique designed to highlight what gaps a
position has that need to be filled in order to accumulate risk free
profits. No matter what your trading style, if you can at least be aware of
how you can turn a position into a guaranteed winner, it will help you
understand how to be a consistently successful trader. Can you do it with
graphs? Yes, but the obvious trades are not always apparent in a graph. The
risk is there but the solution for resolving or eliminating the risk may
become a function of trial and error for someone that hasn't had to do the
fly-conversion-box type of drill.

------------------------------------

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in TheOptionClub have varying backgrounds and degrees of experience in
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The goal of TheOptionClub is to provide a forum for members to work together for the purpose of furthering our individual understanding option trading.  All messages and postings, and any materials circulated are provided for discussion and educational purposes only.  No statement contained in any materials from TheOptionClub should be considered a recommendation to buy or sell a security or to provide investment, legal or tax advice.  All investors are encouraged to consult a qualified professional before trading in any security.  Stock and option trading involves risk and is not suitable for most people.  There is no guarantee that any information provided is accurate and, may in fact, be wrong.  It is understood that the participants in TheOptionClub have varying backgrounds and degrees of experience in option trading, and that regardless of experience each member is considered a student.  As such, any information distributed through TheOptionClub should be considered with a critical mind and not relied upon as an authoritative source.

To unsubscribe from TheOptionClub, send an email to:
OptionClub-unsubscribe@yahoogroups.com
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