A Stock Option Strategic for Bullish Investors
Chii chinonzi LEAPS Strategic?
Iro urongwa hunovakirwa pakuwana nguva dzenguva refu dzinoshandiswa sezivo seLeAPS, iyo iri pfupi ye "Long Term Equity Anticipation Securities". Taura zvakananga, LEAP ndiyo mhando ipi yekusarudza sengozi ine nguva yakareba kwenguva refu kupfuura gore rimwechete. Iko inokubvumira kushandisa shanduko shoma shoma panzvimbo yekutenga mashizha, uye kubhadhara kudzokera kunze kana iwe wakarurama pane kutungamirirwa kwezvikamu.
Sei LEAPS Strategies Work
Zvichida zvakanakisisa kunzwisisa kuti ungashandisa sei LEAPS nenzira yomuenzaniso. Kubva ikozvino, tichashandisa zvikamu zveGener Electric inopa hukuru hwakakura hwekambani uye chokwadi chokuti vanenge vari munyika yose vanoziva nekambani.
Panguva yandakatanga kudhinda nyaya ino, zvikamu zveG GE zvaitengeserana ne $ 14.50. Fungidzira iwe une $ 20 500 kuti uite mari. Iwe unogutsikana kuti General Electric ichave yakakwirira zvikuru mukati megore kana maviri uye unoda kuisa chirevo chako mari apo muromo wako uri.
Iwe unogona, zvechokwadi, kungotenga zvigadzirwa zvakakwana , uchigamuchira zvikamu zvinokwana 1,414 zvezvikwata zvakafanana. Iwe unogona kuzvienzanisa 2-1 nekukwereta pamucheto, kuunza mari yako yose ku $ 41,000 uye zvikamu 2,818 zvezvitoro zvine chikwereti chinokonzera $ 20 500 asi kana chikwata chichigumburwa, unogona kuwana ruzivo rwemajeri uye unomanikidzwa kutengesa kana kurasikirwa kana iwe haugoni kuuya nemari kubva kune imwe nzvimbo inogona kuisa munhoroondo yako.
Iwe uchafanirwawo kubhadhara chibereko, zvichida zvakanyanya se 9% zvichienderana nemutengi wako, nokuda kwekodzero yekukwereta mari. Dzidza zvakawanda nezvengozi dzekutsvaga mari mumuganhu .
Zvimwe iwe hauna kugutsikana nehuwandu hwekutsvaga. Zvichipa chivimbo chako (kana yakateya nheyo kana kwete imwe nyaya!) Iwe unogona kufunga kushandisa shanduro panzvimbo yezviyo. Nokuda kwezvinyorwa, shure kwezvose zvidzidzo zvisingagumi, ticharamba tiine zvigadzirwa zvepakutanga zvakanyorwa panguva yandakanyora nyaya ino muna 2011 - unotarisa kumatafura emitengo yakabudiswa neChicago Board Options Exchange uye ona kuti unogona kutenga nhare yekutsvaga kupera kwevhiki yechitatu munaJanuary 2011 - inenge mwedzi makumi maviri nemasvondo matatu kure - neine mutengo we $ 17.50. Taura zviri nyore, izvo zvinoreva kuti iwe une kodzero yekutenga chikwama pa $ 17.50 pamusi wega wega chero nguva pakati pezuva rekutenga uye zuva rokupera. Nokuda kwekodzero iyi, unofanira kubhadhara mari, kana kuti "premium", ye $ 2.06 per share. Izvozvo zvinoshandiswa pakutsvaga zvinotengeswa mu "zvibvumirano" zvemazana makumi maviri ega ega.
Iwe unosarudza kutenga yako $ 20 500 uye kutenga zvimbambiso 100. Yeuka kuti chibvumirano chimwe nechimwe chinotakura zvikamu zana, saka iwe zvino unotarisana nezvikamu 10 000 zveGener Electric stock uchishandisa LEAPS yako.
Nokuda kweizvi, unofanirwa kubhadhara $ 2.06 x 10,000 mamiriyoni = $ 20,600 (iwe wakakwanisa kusvika kumufananidzo uripo uripo kune chinangwa chako chekutsvaga). Kunyange zvakadaro, sengo ino inoshandiswa pa $ 14.50 pamusika. Iwe une kodzero yekuutenga pa $ 17,50 nega uye iwe wakabhadhara $ 2.06 per share nokuda kwekodzero iyi. Nokudaro, nzvimbo yako yepamusoro inokwana $ 19.56 muchikamu. Izvi zvinoreva, kana General Electric stock inotengeserana pakati pe $ 17.51 uye $ 19.56 muchikamu chimwechete apo sarudzo inopedza makore anoda kusvika maviri kubva zvino, iwe uchatambura kurasikirwa kwemari. Kana GE stock iko kutengeserana pasi pe $ 17.50 call call price, iwe ucharasikirwa ne100% kurasikirwa kwemari. Nokudaro, chinzvimbo chinongonzwisisika kana iwe uchidavira kuti General Electric ichakodzera zvakanyanya kudarika yezvino mutengo wemusika - zvichida $ 25 kana $ 30 - zvisati zvasarudzwa.
Iti iwe wakarurama uye sengo inokwira kusvika $ 25.
Iwe unogona kudana wako broker uye uvhare nzvimbo yako. Kana ukasarudza kushandisa zvisarudzo zvako, unomanikidzira mumwe munhu kuti atengese iwe sengozi ye $ 17.50 uye pakarepo utendeuke uchitengesa zvikamu zvawatenga, uwane $ 25 mugove wega wega kuNew York Stock Exchange . Iwe unoshandisa mutengo we $ 7.50 uye udzoke kunze kwe $ 2.06 iwe waibhadhara nokuda kwekusarudza. Mari yako yekutengesa pamutengo uyu waiva $ 5.44 pabasa pane imwe chete yekutsvaga kwe $ 2.06 chete negavo. Iwe wakashandura 72,4% kubva mumatengo ematengo kuva muzana we 264% kuburikidza uchishandisa LEAPS panzvimbo yeshamba. Dambudziko rako rakawedzerwa, asi iwe wakabhadharwa nokuda kwaro rakapiwa zvingadzoka kune dzimwe nyika. Kuwana kwako kunosvika kuma $ 54,400 pamari yako ye $ 20,600 inofananidzwa ne $ 14,850 iwe waunowana.
Dai wakasarudza mararamiro ekugadzirisa iwe ungadai wakawana $ 29 700 asi iwe ungadai wakadzivisa mikana yekudzivirira njodzi nokuti chero chinhu chiri pamusoro pekutenga kwako $ 14.50 chaizodha. Iwe ungadai wakagamuchira chikamu chemari munguva yako yekubata nguva, asi iwe unenge uchikamanikidzwa kubhadhara chikwereti pamuganhu wakakwereta kubva kune wako mutengesi . Zvinogonawo kuitika kuti kana iyo misika ikatengesa, unogona kuzviwana uri pasi pekudanwa kwemajeri sezvatakanyevera kare.
Miedzo uye Njodzi yekushandisa LEAPS
Chikumbiro chikuru pane kushandiswa kwe LEAPS ndechokuti dzimwe nzira dzakangwara dzigadziriswe kuti dzisvike mumutambo wakananga nekusarudza zvisarudzo zvisingabatsiri mutengo kana kuti zvingatora chishamiso chakasimba kuti chigumburwe. Iwe unogonawo kuedzwa kuti utore nguva yakawanda yengozi nekusarudza zvishoma kudhura, zvisarudzo zvenguva shoma izvo zvisingachazonzi LEAPS. Muedzo unobviswa nemashoma mashoma, zvisingawanzoonekwi mashoma apo shanduro yakagadzira mutsara. Pupurira Wells Fargo June 2009 $ 20 kudana. Kudai waisa $ 10 000 mukati mavo panguva yekusvitsa kwaMarch, iwe ungadai wakaita kudzoka kusingatenderwi, uchiunza nzvimbo yako kumusika wezvinodarika $ 1,300,000 mumavhiki mashomanana Wells stock yakasimuka kubva pasi pe $ 9 per share kusvika kudarika $ 28 mazuva mashoma akapfuura.
Chidzidzo chinofanira kuve pachena: Kushandisa LEAPS hakukwani kune varairi vemazana. Vanofanira kungoshandiswa chete nekuchenjerera kukuru uye neavo vanofarira mutambo, vane mari yakawandisa yekusvitsa mari, vanoda kurasa mari yose yavanoisa mukutamba, uye vane purofice yakakwana iyo isingasvikwi kurohwa nekurasikirwa izvo zvakagadzirwa muurongwa hwakadaro hutsinye.
Usazvinyengedza - kushandisa LEAPS inowanzowanzo mukana wekubheja. Sezvo Benjamin Graham akati, maitiro akadaro haisi pamutemo, kana hupombwe - asi ivo havasi kunyanya kubhadhara chikwereti.