Diversion

Wednesday, June 3, 2015

Three Roll-outs: AAPL, DOW, and VLO

Once I wrote the monthly results post, I had a look at my portfolio to plan some transactions for the month.  Even though the market continues on an upward trend, we do seem to have hit a point of resistance, so I thought I might take the opportunity to make adjustments or do other maintenance, like I did with the COP/VLO wash trade last month.  I settled on rolling out three positions:  AAPL, DOW, and VLO.

Here are the updated trading plans for these three positions, net of commissions and fees, and assuming forecast dividends are collected during the holding period:

AAPL

Shares:
Bought 100 shares in March 2015, total basis $12,757.99, average share price of $127.57.
Selling $130 covered calls and rolling monthly.

Options:
Total options income:   $871.74 – I started with the May call and rolled out to July with this trade.

Dividend:
Total dividends collected:  $47.00

Net Profit:
Estimated Net Profit:  $1,142.75
Absolute Return on Investment: ($1,142.75/$12,757.99) = 8.96%
Annualized Return (125 days):  8.96%*(365/125) = 26.15%

DOW

Shares:
Bought 200 shares in May 2015, total basis $10,382.00, average share price of $51.92.
Selling $52.50 covered calls and rolling monthly.

Options:
Total options income:   $252.50 – I started with the June call and rolled out to July with this trade.

Dividend:
Total dividends collected (June ex-date):  $84.00

Net Profit:
Estimated Net Profit:  $435.50
Absolute Return on Investment: ($435.50/$10,382.00) = 4.19%
Annualized Return (75 days):  4.19%*(365/75) = 20.41%

VLO

Shares:
Bought 100 shares in May 2015, total basis $5,765.00, average share price of $57.65.  This trade was designed as a wash sale for COP, a stock that had been mired in its 52-week lows - a post about the trade is here.  Selling $60.00 covered calls and rolling monthly.

Options:
Total options income:   $163.25 – I started with the June call and rolled out to July with this trade.

Dividend:
Total dividends collected (no ex-date during holding period):  $0.00


Net Profit:
Estimated Net Profit:  $380.25
Absolute Return on Investment: ($380.25/$5,765.00) = 6.60%
Annualized Return (60 days):  6.60%*(365/60) = 40.12%

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