covered calls

also referred to as: covered call

5 statements across 2 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Feb 26, 2018 by Rick Selvala · across every show →

Everything said about covered calls, oldest first

Feb 26, 2018 neutral
Insight
Selvala: Selling covered calls provides income, not portfolio downside protection
“Obviously, you sell a covered call. It's not a hedge. It's not protection, but it is additional income, which can, you know, help dampen things a little bit.”
Rick Selvala Feb 26, 2018 ▶ 10:00 Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
Feb 26, 2018 positive
Insight
Selvala: Covered calls generate yield when valuations are high and upside is muted
“One is a manager that uses covered calls, and even though, sort of to our earlier point, even if volatility isn't high, stock prices are high, and so adding some yield on top when the risk of a continued run is more muted and the potential of more of a decline…”
Rick Selvala Feb 26, 2018 ▶ 29:26 Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
Feb 26, 2018 positive
Insight
Selvala: Selling 25-delta covered calls realistically adds 2-3% in portfolio yield
“Generally speaking, you know, I think you can adding two to three percent, sort of doubling the yield is, is a reasonable expectation. If you're trying to do more than that, either you're selling calls on a really volatile stock, which in effect is giving you …”
Rick Selvala Feb 26, 2018 ▶ 12:42 Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
Feb 26, 2018 positive
Insight
Selvala: One-to-three-month expiries are optimal for covered call decay
“The time decay doesn't really kick in until three months and in, and so that doesn't make a lot of sense. You know, and markets can move and change so much in a year. So I personally think sort of that one to three month window, you know, is really the optimal”
Rick Selvala Feb 26, 2018 ▶ 15:50 Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
Jun 8, 2023 positive
Disclosure
Saguaro Capital Management writes covered calls as part of its strategy
“So definitely my first window, and it's funny that we actually write cover calls now.”
Jim Falbe Jun 8, 2023 ▶ 3:45 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
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