Commit 89486e

2025-06-14 14:12:51 Viraj Alankar: -/-
finance/investing.md ..
@@ 72,15 72,14 @@
| Instrument | Cost | Exposure | Leverage |
| ----------------------------------------------- | ---- | -------- | -------- |
| 50 shares SPY @ $590 | $30k | $30k | 1x |
+ | 50 shares SPY @ $590 + 25 shares with margin loan | $30k | $45k | 1.5x |
| 1 90-delta DITM LEAPS SPY call | $20k | $40k | 2x |
| 1 synthetic LEAPS in SPY (long call, short put) | $2k | $60k | 30x |
| 1 /MES future | $2k | $30k | 15x |
In all cases but the first, you are paying less to have a higher exposure in the same market. Each has a different risk profile, generally increasing with leverage. In all cases you can lose money.
- Only the 1st case involves actually owning shares. For derivatives, it is not too important whether you end up with shares or not, as the P/L will be similar to owning the exposed amount.
-
- All but the 1st case have expirations, but you can continually roll them to future dates to simulate a buy and hold, which requires some active management.
+ Only the first two case involves actually owning shares. For derivatives, it is not too important whether you end up with shares or not, as the P/L will be similar to owning the exposed amount. They also have expirations, but you can continually roll them to future dates to simulate a buy and hold.
## Leverage
0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9