Options Trading Strategies Guide | WealthBee

Options Trading Strategies

Explore visual guides to popular options strategies and learn how to implement them in your trading

Market Outlook:

Complexity:

Long Call

BullishBeginner

Buying a call option gives you the right to purchase the underlying asset at the strike price before expiration.

Long Call Payoff

Net Positive
$0$18$35$53$70$-100$-25$50$125$200Underlying PriceProfit/Loss

Break-even

Strike Price

Components:

Buy 1 Call

Max Profit:

Unlimited

Max Loss:

Limited to premium paid

Break Even:

Strike price + premium paid

Best Use:

When you expect a significant upward move in the underlying asset

Long Put

BearishBeginner

Buying a put option gives you the right to sell the underlying asset at the strike price before expiration.

Long Put Payoff

Net Positive
$0$15$30$45$60$-100$25$150$275$400Underlying PriceProfit/Loss

Break-even

Strike Price

Components:

Buy 1 Put

Max Profit:

Limited to strike price - premium paid

Max Loss:

Limited to premium paid

Break Even:

Strike price - premium paid

Best Use:

When you expect a significant downward move in the underlying asset

Covered Call

NeutralBeginner

Owning the underlying asset and selling a call option against it to generate income.

Covered Call Payoff

Net Negative
$0$18$35$53$70$-4900$-3650$-2400$-1150$100Underlying PriceProfit/Loss

Break-even

Strike Price

Components:

Buy 100 Shares

Sell 1 Call

Max Profit:

Limited to strike price - purchase price + premium received

Max Loss:

Limited to purchase price - premium received

Break Even:

Purchase price - premium received

Best Use:

When you own the stock and expect sideways or slightly bullish movement

Bull Call Spread

BullishIntermediate

Buying a call option and selling a higher strike call option with the same expiration date.

Bull Call Spread Payoff

Net Negative
$0$18$35$53$70$-100$-50$0$50$100Underlying PriceProfit/Loss

Break-even

Strike Price

Components:

Buy 1 Call (lower strike)

Sell 1 Call (higher strike)

Max Profit:

Limited to difference between strikes - net premium paid

Max Loss:

Limited to net premium paid

Break Even:

Lower strike + net premium paid

Best Use:

When you expect a moderate upward move in the underlying asset

Bear Put Spread

BearishIntermediate

Buying a put option and selling a lower strike put option with the same expiration date.

Bear Put Spread Payoff

Net Negative
$0$15$30$45$60$-100$-50$0$50$100Underlying PriceProfit/Loss

Break-even

Strike Price

Components:

Buy 1 Put (higher strike)

Sell 1 Put (lower strike)

Max Profit:

Limited to difference between strikes - net premium paid

Max Loss:

Limited to net premium paid

Break Even:

Higher strike - net premium paid

Best Use:

When you expect a moderate downward move in the underlying asset

Iron Condor

NeutralAdvanced

Selling an out-of-the-money put spread and an out-of-the-money call spread with the same expiration date.

Iron Condor Payoff

Net Negative
$0$20$40$60$80$-400$-275$-150$-25$100Underlying PriceProfit/Loss

Break-even

Strike Price

Components:

Sell 1 Put (middle-lower strike)

Buy 1 Put (lowest strike)

Sell 1 Call (middle-higher strike)

Buy 1 Call (highest strike)

Max Profit:

Limited to net premium received

Max Loss:

Limited to difference between either spread - net premium received

Break Even:

Lower short strike - net premium received AND Higher short strike + net premium received

Best Use:

When you expect low volatility and a range-bound market

Butterfly Spread

NeutralAdvanced

Combining a bull spread and a bear spread with a common middle strike price.

Butterfly Spread Payoff

Net Positive
$0$18$35$53$70$-100$25$150$275$400Underlying PriceProfit/Loss

Break-even

Strike Price

Components:

Buy 1 Call (lowest strike)

Sell 2 Calls (middle strike)

Buy 1 Call (highest strike)

Max Profit:

Limited to difference between adjacent strikes - net premium paid

Max Loss:

Limited to net premium paid

Break Even:

Lowest strike + net premium paid AND Highest strike - net premium paid

Best Use:

When you expect the underlying to be at the middle strike price at expiration

Long Straddle

VolatileIntermediate

Buying a call and a put at the same strike price and expiration date.

Long Straddle Payoff

Net Positive
$0$20$40$60$80$-200$-75$50$175$300Underlying PriceProfit/Loss

Break-even

Strike Price

Components:

Buy 1 Call

Buy 1 Put (same strike)

Max Profit:

Unlimited

Max Loss:

Limited to total premium paid

Break Even:

Strike price + total premium paid OR Strike price - total premium paid

Best Use:

When you expect a large move in either direction but are unsure which way

Long Strangle

VolatileIntermediate

Buying an out-of-the-money call and an out-of-the-money put with the same expiration date.

Long Strangle Payoff

Net Positive
$0$20$40$60$80$-150$-63$25$113$200Underlying PriceProfit/Loss

Break-even

Strike Price

Components:

Buy 1 Call (OTM)

Buy 1 Put (OTM)

Max Profit:

Unlimited

Max Loss:

Limited to total premium paid

Break Even:

Call strike + total premium paid OR Put strike - total premium paid

Best Use:

When you expect a large move in either direction but are unsure which way (cheaper than straddle)

Collar

NeutralIntermediate

Owning the underlying asset, buying a protective put, and selling a covered call.

Collar Payoff

Net Negative
$0$18$35$53$70$-4000$-2975$-1950$-925$100Underlying PriceProfit/Loss

Break-even

Strike Price

Components:

Buy 100 Shares

Buy 1 Put

Sell 1 Call

Max Profit:

Limited to call strike - purchase price + net premium

Max Loss:

Limited to purchase price - put strike + net premium

Break Even:

Purchase price + net premium (if net debit) OR Purchase price - net premium (if net credit)

Best Use:

When you want to protect a long stock position while generating some income

Understanding Options Strategies

Options strategies are combinations of options positions that traders use to achieve specific risk/reward profiles. They can be used for speculation, income generation, or hedging existing positions.

Key Concepts

Call Option: Right to buy the underlying at the strike price

Put Option: Right to sell the underlying at the strike price

Premium: Price paid/received for an option

Strike Price: Price at which the option can be exercised

Expiration Date: Date after which the option becomes worthless

Strategy Selection

• Consider your market outlook (bullish, bearish, neutral)

• Assess your risk tolerance and account size

• Factor in implied volatility levels

• Match strategy complexity to your experience level

• Define your profit targets and stop-loss levels

Useful Tools

Use our margin calculator to determine the capital requirements for different options strategies.

Frequently Asked Questions

What are options trading strategies?

Options trading strategies are specific combinations of buying and selling options contracts to achieve particular risk/reward profiles. They can be used for income generation, speculation, or hedging existing positions.

What is a bull call spread?

A bull call spread is an options strategy that involves buying a call option at a specific strike price while simultaneously selling another call option at a higher strike price. This strategy is used when a trader expects a moderate rise in the price of the underlying asset.

What is an iron condor strategy?

An iron condor is an options strategy that involves selling an out-of-the-money put spread and an out-of-the-money call spread with the same expiration date. This strategy is used when a trader expects the underlying asset to remain within a specific price range.

What options strategy is best for beginners?

For beginners, simpler strategies like covered calls, long calls, and long puts are often recommended. These strategies have more straightforward risk profiles and are easier to understand before moving to more complex multi-leg strategies.

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