Formiga.

Unit 2 · Level 2 · Covered calls & cash-secured puts

The covered call

You own 100 shares at €40. You sell one €44 call expiring next month and collect €1 per share. It's like renting out a flat you own. If the stock stays below €44, you keep the shares and the rent. If it flies past €44, your shares get 'called away' at €44: the tenant buys your flat at the pre-agreed price, however hot the market got. The premium is real income; the capped upside is its real cost.

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What you get asked

  1. You own shares at €40, sell the €44 call for €1, and the stock rallies to €50. Your shares are called away at €44. What is your total gain per share, in €?

    €4 of share gain (€40 → €44) plus €1 of premium = €5. The €6 above €44? That belongs to the call buyer now. You sold it to them.

  2. What is the honest cost of writing a covered call?

    Nothing about the trade is free: the premium is the market's fair price for the upside you handed over. Your downside in the shares stays almost fully yours.

  3. Match the scenario to the covered-call outcome

    Covered calls shine in flat-to-slightly-up markets. They don't protect you in crashes and they lag badly in melt-ups. Know which market you're in.

  4. A covered call trades away your ___ in exchange for premium today.

    You still hold nearly all the downside of the shares. The premium is a thin cushion, not a hedge. What you sold is the right tail.

  5. Compared with simply holding the shares, when does a covered call hurt the most?

    A takeover rumour sends your stock from €40 to €70, and you still sell at €44. Missing a monster rally on shares you owned is the covered call's signature pain. 🐜

The rest of this unit

Renting out shares and getting paid to bid: income strategies, priced honestly.