What are LEAPS options? A Rookie’s Guide to Long-Term Investment Strategies

Have you ever dreamed of having a crystal ball to peek into the future of the stock market? Well, we might not have a magic sphere, but we do have something quite close. Let’s talk about LEAPS options.

Unpacking LEAPS Options

The acronym LEAPS stands for Long-term Equity Anticipation Securities. These are publically traded options contracts with expiration dates that are longer than usual. In a nutshell, a LEAPS option is like a regular option but with one key difference: it gives the holder a longer timeframe to exercise the option – up to three years in the future!

Why Choose LEAPS Options?

Now you may be wondering, “Why would I consider LEAPS options?” There are a few good reasons, such as:

  • Long-term Market Predictions: They’re perfect if you have a long-term perspective on a company’s performance or the direction of the market.
  • Lower Cost: LEAPS options can be cheaper than buying the underlying asset outright. You control a lot of shares for less upfront money.
  • Reduced Risk: Your potential losses are limited to the premium you paid for the option.

The Inner Workings of LEAPS Options

Let’s say you’re keen on a particular company, ABC Inc., which is currently trading at $100 per share. You’re bullish and believe that ABC’s stock will rise significantly over the next two years. Instead of buying the stock outright, you decide to buy a LEAPS call option.

The LEAPS call option gives you the right to buy ABC’s stock at $100 anytime within the next two years. You pay a premium for this right. If the stock price rises above $100, you can exercise your option, buy the shares at $100, and then sell them at the current market price for a profit.

Closing the Leap with LEAPS Options

The world of LEAPS options is fascinating, isn’t it? These long-term options offer investors a unique opportunity to make strategic moves and leverage market trends. They can be a great tool for those with a keen eye on the future and the patience to see their predictions unfold.

Remember, like any other investment strategy, it’s vital to understand what you’re getting into when you dabble in LEAPS options. It’s your money on the line, after all. So take the leap, but do so wisely!

With this understanding of what LEAPS options are and how they work, you’re ready to dive deeper into the world of long-term investing. So, what’s your next big leap going to be?

Strategies to Use with LEAPS Options

There are quite a few strategies you can use when you’re dealing with LEAPS options, so let’s walk through some of them.

  1. Covered Call Writing with LEAPS: You can purchase LEAPS calls and then sell shorter-term calls against them. This is known as a covered call writing strategy. It lets you earn income from selling the short-term calls while still holding onto your longer-term view.
  2. LEAPS as a Stock Substitute: This is a common strategy for folks with a bullish outlook. Instead of buying a stock outright, you purchase a deep-in-the-money LEAPS call. This ties up less capital than buying the stock, while still giving you exposure to potential gains.
  3. LEAPS Puts for Hedging: This strategy involves buying LEAPS puts to protect a long stock position. If the stock price drops, the value of your LEAPS put will likely increase, offsetting the loss from the stock.

Let’s go into a more specific example to get a better understanding.

A Closer Look at LEAPS Calls

Consider a company XYZ currently trading at $50 per share. Suppose you are bullish on this company and expect its stock to rise in the next two years. You could purchase a two-year LEAPS call option with a $50 strike price for a premium of $10.

If, after two years, the stock price of XYZ has indeed risen and is now at $75, you can exercise your LEAPS call option. You buy the stock at $50 (the strike price) and can sell it immediately at the current market price of $75. After accounting for the $10 premium you paid initially, your profit is $15 per share.

But what if the stock price falls instead? Say it’s now at $40. In this case, you decide not to exercise your option. Your loss is limited to the $10 premium you paid for the LEAPS option.

What are LEAPS Options? The Big Picture

In the vast world of investing, LEAPS options hold a unique place. They offer a way to make long-term bets, or hedge existing positions, without tying up a large amount of capital. And while they aren’t without their risks (what investment isn’t?), those risks are predictable and limited.

The flexibility of LEAPS options means they can play a part in many strategies. Whether you’re bullish on a particular stock, looking to generate income, or seeking a long-term hedge, a LEAPS option could be worth considering.

In the end, understanding what are LEAPS options and how they fit into your overall investment strategy is another tool in your financial toolbox. Like any tool, they work best when used wisely and appropriately. Happy investing and may your portfolio leap forward!

Frequently Asked Questions (FAQs)

Are Leap options worth it?
Absolutely, LEAPS options can be worth it for many investors. They provide the opportunity to profit from long-term price movements without the need to invest as much capital upfront as you would buying shares outright. However, like any investment, they come with their own set of risks and should be used as part of a well-balanced portfolio.

How do leap options make money?
LEAPS options make money when the price of the underlying asset moves in the direction that the option holder anticipates. For instance, if you buy a LEAPS call and the stock price goes up significantly, you can exercise your option to buy the shares at a lower price and then sell them at the current market price for a profit.

Why would you buy LEAPS?
Investors buy LEAPS for several reasons. Some use them as a way to gain exposure to a stock without tying up as much capital. Others use them to hedge against potential price drops in stocks they own. And some investors use them to generate income through strategies like covered call writing.

What is the difference between leap and call option?
The primary difference between a LEAPS option and a regular call option is the expiration date. LEAPS options have expiration dates that are longer than a year away, whereas standard call options typically expire within a year.

How risky are LEAPS?
Like all options, LEAPS come with risks. The most obvious risk is that you could lose the entire premium you paid for the option if it expires worthless. However, this risk is no greater than that of a shorter-term option. In fact, because LEAPS have a longer lifespan, they can potentially be less risky than shorter-term options because they give the holder more time for the trade to work out.

What are the downsides of LEAPS?
The downsides of LEAPS include the risk of losing the premium paid if the option expires worthless, the possibility of a decline in the value of the option due to time decay, and the fact that they can be less liquid than shorter-term options, potentially making them harder to sell.

How deep in-the-money should you buy LEAPS?
The “moneyness” of the LEAPS you buy depends on your investment goals and risk tolerance. Some investors prefer to buy deep in-the-money LEAPS because they behave more like the underlying stock and have a higher delta. Others may prefer out-of-the-money LEAPS because they’re cheaper, although they’re also more risky.

What is the best delta for LEAPS?
There isn’t a one-size-fits-all answer to this question. A higher delta (closer to 1) means the option’s price will move more closely with the price of the underlying stock, while a lower delta (closer to 0) means the option’s price will be less sensitive to changes in the stock’s price. The best delta for you will depend on your investment strategy and risk tolerance.

How is Leap option taxed?
LEAPS are taxed in the same way as other options. If you hold a LEAPS option for more than a year before selling or exercising it, any profit will be considered long-term capital gain and will be subject to the preferential long-term capital gains tax rate. If you sell or exercise the LEAPS within a year, any profit will be considered short-term capital gain and will be taxed at your ordinary income tax rate.

What is an example of a leap call option?
Here’s an example: Imagine a company XYZ is currently trading at $50 per share. You believe the stock will rise in the next two years. You purchase a two-year LEAPS call option with a $50 strike price for a premium of $10. If, after two years, the stock is at $75, you can exercise your option to buy the shares at $50 and then sell them at $75 for a profit of $15 per share, minus the $10 premium.

Can you sell calls against LEAPS?
Yes, you can sell calls against LEAPS. This is known as a covered call strategy. You own the LEAPS call as the “cover” for the call option you sell. If the price of the underlying stock goes up, your LEAPS call increases in value which offsets any loss you would take on the short call.

What are the pros and cons of investing in or trading LEAPS options?
Pros of LEAPS include the ability to control a larger amount of shares for a smaller initial investment, the opportunity to profit from long-term price movements, and the flexibility to employ various strategies like covered calls. Cons include the risk of the option expiring worthless, the potential for time decay to reduce the option’s value, and less liquidity compared to shorter-term options.

What are the 4 types of call option?
The four basic types of options are long call, short call, long put, and short put. A long call gives you the right to buy the underlying asset, while a short call obligates you to sell the underlying asset if the option is exercised. A long put gives you the right to sell the underlying asset, and a short put obligates you to buy the underlying asset if the option is exercised.

Why options is better than day trading?
Options trading can provide a number of benefits over day trading. Options can offer more flexibility, lower risk (since you can’t lose more than the premium you paid), and potentially higher returns due to leverage. However, options trading can also be complex and isn’t suitable for all investors.

Is it better to buy long term options?
Long-term options like LEAPS can be a good choice for investors with a long-term outlook on a stock. They provide more time for a trade to work out and can be less susceptible to short-term price fluctuations. However, they also cost more upfront and can be affected by time decay.

Should you buy LEAPS in the money or out of the money?
Whether you buy LEAPS in the money or out of the money depends on your investment strategy and risk tolerance. In-the-money LEAPS are more expensive, but they’re also more likely to remain valuable because they already have intrinsic value. Out-of-the-money LEAPS are cheaper, but they’re also more likely to expire worthless.

Can LEAPS be exercised at any time?
Yes, like all American-style options, LEAPS can be exercised at any time before they expire.

How long can LEAPS last?
LEAPS, by definition, are long-term options contracts with expiration dates that are more than a year away. They can last up to three years.

Leave a Comment

Your email address will not be published. Required fields are marked *