Collar Strategy

ProtectiveIntermediateStock + Options

Protect your stock holdings with a put while financing it by selling a call. Limited risk and reward.

How It Works

1

Own Stock: Start with 100 shares per contract.

2

Buy Put: Purchase downside protection below current price.

3

Sell Call: Finance the put by selling upside above current price.

Key Metrics

Max Profit:Call Strike - Stock Price - Net Debit
Max Loss:Stock Price - Put Strike + Net Debit
Upper Limit:Call Strike Price
Lower Protection:Put Strike Price
Net Cost:Put Premium - Call Premium