Option trading strategy for stocks to be sold this year

Yup. Sounds like you’ve already got this part down. The key is making sure everything hits the same tax year so the long-term losses offset the short-term gains.

I do something similar, though more in IRA’s. I’ll even use it for calculated trims or adds around core positions. For instance, if I thought “yeah, I’d trim some NVDA at $175”, I might sell a covered call for a strike plus premium totaling $175 or above. I’ve also thought “yeah, I’d add a bit more NVDA at $160” and sold a cash covered put at a strike minus premium totaling $160 or less.

The key is being willing to trim/add the shares if the strike price hits. I’ve been pleasantly surprised at how much I’ve been able to collect in premiums over the years while waiting for an trim/add to hit at my target price.

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