Commit aba304

2025-07-08 09:58:55 Viraj Alankar: -/-
finance/investing.md ..
@@ 243,16 243,17 @@
##### ZEBRA
- This involves buying 2 .75 delta calls, and selling a .50 delta call. These deltas can be adjusted a bit, but the general idea is it should total about 1 delta. It is similar to a synthetic long stock.
+ This involves buying 2 .70 delta calls, and selling a .50 delta call. These deltas can be adjusted a bit, but the general idea is it should total .90 delta or higher. It is similar to a synthetic long stock.
Overview videos:
+ - [The Ultimate Guide to The ZEBRA Options Strategy (For Beginners)](https://youtu.be/XSrt4yvD3jk?si=DsBV0l9gQz5a5M8j)
- [How I Trade Zebras in a 5K-10K Account](https://youtu.be/KVVxPwVdmOo?si=6_D68JKfgJq1bGzU)
- [What Is The ZEBRA Strategy?](https://youtu.be/cWHNlSmSAJ4?si=jvZ1A3UWTMvPqlZm)
###### Example
- Assume I have $100k invested in plain equities. I want to leverage up to 1.75 to invest in US large cap. I setup a ZEBRA 1 year out in SPY:
+ Assume I have $100k invested in plain equities. I want to leverage up to 1.7 to invest in US large cap. I setup a ZEBRA 1 year out in SPY:
- 2 SPY 2026-06-18 545 Call
- -1 SPY 2026-06-18 620 Call
@@ 260,15 261,15 @@
The exposure is:
```math
- \text{Delta Notional Exposure} = (0.75 \times 545 \times 2 \times 100) + (0.50 \times 620 \times -1 \times 100) = (81750) + (-31000) = 50750
+ \text{Delta Notional Exposure} = (0.70 \times 545 \times 2 \times 100) + (0.50 \times 620 \times -1 \times 100) = (76300) + (-31000) = 45300
```
- The actual cost of the position might be $14k. That means $14000 is giving a notional exposure of $50750 in the S&P 500. With portfolio margin, my buying power might be reduced by $6500 to hold this position.
+ The actual cost of the position might be $14k. That means $14000 is giving a notional exposure of $45300 in the S&P 500. With portfolio margin, my buying power might be reduced by $6000 to hold this position.
This gives an overall leverage ratio of:
```math
- \frac{(100000 + 50750)}{(100000 - 14000)} = \frac{150750}{86000} = 1.75
+ \frac{(100000 + 45300)}{(100000 - 14000)} = \frac{145300}{86000} = 1.69
```
#### Futures
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