Aired On
Feb 16 2023
12:00 pm - EST

Customized Hedging Solutions

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Join Michael Egan of Gyroscope Capital to discuss Option strategies for your clients with concentrated stock, or for those clients who are seeking additional income from existing portfolios.

Many investors find themselves with concentrated equity positions for a variety of reasons, and often those same investors are reluctant to simply sell the position as they have a low tax basis or are optimistic about the stock’s price appreciation potential. Mike will review strategies you can implement to mitigate the downside risk in the concentrated stock. Other investors have a current portfolio they wish to maintain but are seeking additional income. We’ll discuss selling covered calls to earn premium income.

Disclosure: Interactive Brokers

Information posted on IBKR Campus that is provided by third-parties and not by Interactive Brokers does NOT constitute a recommendation by Interactive Brokers that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from Gyroscope Capital Management and is being posted with permission from Gyroscope Capital Management. The views expressed in this material are solely those of the author and/or Gyroscope Capital Management and IBKR is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

In accordance with EU regulation: The statements in this document shall not be considered as an objective or independent explanation of the matters. Please note that this document (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and (b) is not subject to any prohibition on dealing ahead of the dissemination or publication of investment research.

Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.
Disclosure: Options Trading

Options involve risk and are not suitable for all investors. For more information read the “Characteristics and Risks of Standardized Options” also known as the options disclosure document (ODD). To receive a copy of the ODD call 312-542-6901.Multiple leg strategies, including spreads, will incur multiple commission charges.

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