Strategy Discussions
These Strategy Discussions* are designed to assist advisors in understanding how various options strategies could work for their clients.
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Strategy Discussion Archive
The Options Repair Strategy
Given the recent action in the stock market, it would difficult to find an investor who does not own a stock that is currently under water. The original goal, turning a profit, is often downgraded to breaking even. An often used strategy that can lower a position’s break-even level is to purchase additional shares at the now lower price.
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*Options involve risk and are not suitable for all investors. The strategies discussed are for educational and illustrative purposes only, and should not be construed as an endorsement, recommendation or solicitation to buy or sell securities. Commissions, taxes and transaction costs are not included. Please contact a tax advisor for the tax implications involved in these strategies.