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Options Trading Strategies Explained

The document provides strategies for trading options and futures, emphasizing the importance of selecting appropriate strike prices based on market conditions. It outlines different trading strategies such as vertical spreads, straddles, and strangles, along with guidelines for buying and selling options based on historical volatility and market momentum. Additionally, it introduces the 'Sudama setup' for high-risk, high-return option buying on expiry dates, while cautioning against naked option selling.

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0% found this document useful (0 votes)
32 views10 pages

Options Trading Strategies Explained

The document provides strategies for trading options and futures, emphasizing the importance of selecting appropriate strike prices based on market conditions. It outlines different trading strategies such as vertical spreads, straddles, and strangles, along with guidelines for buying and selling options based on historical volatility and market momentum. Additionally, it introduces the 'Sudama setup' for high-risk, high-return option buying on expiry dates, while cautioning against naked option selling.

Uploaded by

Yogesh
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd

Momentum – buy options

Swing – sell options

Selecting strike price


a. Buyer – select the strike price at ATM or closest ITM or next best OTM. It normally
gives highest ROI
b. Seller – select OTM

The above table is applicable to all 3 - future, calls and puts

OI GOES UP WHEN FRESH POSITIONS ARE CREATED. IT IS CALLED AS ‘BUILD UP’


OI GOES DOWN WHEN EXISTING POSITIONS ARE CLOSED/COVERED/SQUARED OFF. IT IS
CALLED AS ‘COVERING’

Long build up – Fresh ‘Long’ positions are being created by buyers.


Short covering – Existing ‘Short’ positions are being covered / closed / squared off.
Short build up – New ‘Short’ positions are being created by sellers.
Long covering – Existing ‘Long’ positions are being covered / closed / squared off by buyers.

Short covering - TMG – Tambu Me Ghabrahat


Short build up – TMJ - Tambu Me Jamavat – YNJ

FUTURES

OPTIONs

Always look from ‘seller’s’ perspective in case of options (both CALL and PUT). These are
big guys and therefore dominant forces.
Buyer of options are usually retail traders since it requires very less capital (no margin).

Tambu me Jamawat (TMJ) i.e. price going down and OI going up (short buildup). It indicates
that the price will not cross the given strike price (Yaha Nahi Jayega)

Sell options at OTM where there is maximum TMJ.

YNJ = Yaha Nahi Jayega

Historical volatility – affects the option premium (high volatility = high premium and vice
versa)

It is a TA indicator which should be looked at on a ‘daily’ chart.

HV increases due to major events such as elections, budget, interest rate decision etc.
(DON’T “BUY” OPTIONS on EVENT DAYS. It is better to SELL options on such occasions)

If HV is low, buy the options.

If HV is high, sell the options.


Covered options + Collars

Vertical spread

Should be done on Daily wave (positional tradin). Avoid on intra-day / hourly wave.

Suggested vertical spread strategies in different scenarios:

 Bullish Momentum – Bull Call spread (Debit strategy)


 Bullish swing – Bull Put spread (Credit strategy)
 Bearish momentum – Bear Put spread (Debit strategy)
 Bearish swing – Bear Call spread (Credit strategy)

Bull call spread

Applicable for momentum trades (e.g breakouts)

Buy ATM call

Sell next OTM call

Bull put spread

Applicable for swing trades (e.g. double bottom)

Sell ATM put

Buy next OTM put


Bull put spread will provide better ROI if the trade are executed at the beginning of the
contract period i.e. say 28 / 29 of the month. (reason: premiums are more expensive)

Call put spread will provide better ROI if executed towards expiry (because premiums are
cheaper)

Bear call spread

Applicable for momentum trades (e.g breakouts)

Buy ATM put

Sell next OTM put

Bear put spread

Applicable for swing trades (e.g. double top)

Sell ATM call

Buy next OTM call

ROI is poor in this case because the premiums are cheaper (due to closer to expiry). Also, this
is a bearish trade in overall strong bullish market. Therefore, not recommended.

Max gain = difference between premiums of the spread

Max loss = strike price difference – max gain

Ratio spreads (for super bullish / bearish market)

Must be done in Debit strategy i.e. for buying (i.e. bull call and bear put). This will provide
opportunity of unlimited profit with limited (but higher loss than normal spread)

Not to be done for selling (since there is unlimited risk will get multiplied against limited
cover).
Converting Ratio spread into regular spread (in case market is no longer super bullish /
bearish)

Start with ratio spread. E.g buy 5 and sell only 3. By end of the day, sell another 2 (assuming
the rates have moved favourably, you would get better rates). This way, at end of the day,
Ratio spread gets converted into a normal spread.

Straddle / strangle (for sideways market)

Straddle: When buy and sell options at same strike price at ATM. Expiry at ATM gives
maximum profit

Strangle: Buy and sell OTM options

Since this is a sale strategy, it should be done when the premiums are high i.e.

1) At the beginning of contract period


2) When HV is high

Risk: If the price closes outside the range, then there will be unlimited loss. Therefore, these
are naked strategies.

Covering the risk for straddle / strangle

Use Iron butterfly / iron candor


Short straddle and Short iron butterfly example
Short strangle

Strangle has maximum profit at a range of prices; whereas straddle has maximum profit at a
ATM.

Long straddle / strangle

- To be done when market is in confusion


- When you are expecting a big move – but direction is not known i.e. big event
- Your view is that the price will either move above or below a range
- Not recommended since does not often succeed

Put call ratio (PCR)

0.9 to 1.1 is neutral

Should be checked for broader market i.e. Nifty and not for individual stocks

Important summary
Option buying conditions

- Momentum
- HV low
- End of expiry

Option selling conditions

- Swing
- HV high
- Beginning of expiry

Naked option sell – jamawat ke peeche

Covered option sell – ATM

Sudama set up (zero to hero setup: high risk high return)

- Its about option buying (not selling)


- Important to build a “view” (bullish or bearish)
- On the date of index expiry
- Bullish – buy calls; bearish – buy puts
- Warning – to be done out of your profits (say 2% of monthly profits or 5% of weekly
profits) – the amount you are willing to completely lose
- Most probable candidates: FinNifty (Tuesday expiry), Bank Nifty (Wednesday), Nifty
(Thursday)
- Select an option which made a low during the day and is at 2X price at 1 pm
- TMG is a mandatory condition (price up; OI down) – else it is not Sudama

- View building process


o Start watching charts after 1230 pm on 5 mins wave
o Direction of tide (i.e 15 mins and 1 hour MACD) decides whether Sudama will be
on put or call
o Breakdown / breakout on 5 mins wave

Main session revision


TLBO = Trendline breakup

TLBD = Trendline breakdown

MCBO = Mother candle breakup

MCBD = Mother candle breakdown

BuCA = Bullish counterattack

BeCA = Bearish counterattack


Example of double bottom

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