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How is the collar strategy executed right?
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I am new to this and have a bunch of NVDA stocks that I want to hedge by going short call (covered call) and long put (protective put).

How and where do I start? I have only once bought an option in my life and lost all the premium on it, because i was betting against the market during a major global pandemic and surprisingly all the markets went up! So this time I want to do it right. Therefore I have these questions:

- Do you have any special tools outside of what the broker provides, that you use to monitor how healthy your options are?

- Is there anything else apart from news, underlying movement and the greeks that I should monitor?

- When talking about the greeks, obviously this is the thetagang, hence we focus on the time decay, but how much attention do you put on the others.. like the delta or the gamma?

- I know that in the event of an assignment I will have to deliver the shares.. but I don't want to do that, so is the only option I have then to buy back my call ...by "closing the call".. I am aware that this might result in some money that I lose since the option would be ITM and therefore more valuable than before.. how often has this happened to you? Is it advisable or should I just let it go and buy it back at the next dip?

Comments

Do you have any special tools outside of what the broker provides, that you use to monitor how healthy your options are?

Try the optionstrat mobile app or website. You can play around with different option ideas and then click 'save' (if you create an account) and then come back days/weeks later to see how they would have played out.

  • Is there anything else apart from news, underlying movement and the greeks that I should monitor?

I sometimes do this with TSLA, and I use TradingView, with various indicators (RSI, SMI, B-Xtrender, TTM Squeeze, Market Bias) on various time frames (1hr, 195minute (half session), daily, weekly). They often conflict but when they are lining up it's a stronger indication it's time to act (to enter, or exit, the collar)

If I'm trying it for a protecting against a bad earnings call then I'd use an expiration 1-2 months after the earnings call. If I am hedging for a possible longer decline / down year, then I go out 2 years. I also enter 1 collar at a time, preferably on 'up' days.

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Posted
2 months ago