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Customized Hedging Solutions

Customized Hedging Solutions

Aired On

Feb / 16 / 2023
12:00 pm - EST
Michael Egan
Gyroscope Capital Management

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 does NOT constitute a recommendation 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 its permission. The views expressed in this material are solely those of the author and/or Gyroscope Capital Management and Interactive Brokers 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 buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. 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.

Disclosure: Options Trading

Options involve risk and are not suitable for all investors. Multiple leg strategies, including spreads, will incur multiple commission charges. For more information read the "Characteristics and Risks of Standardized Options" also known as the options disclosure document (ODD) or visit ibkr.com/occ

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