Saturday, July 15, 2017

I wrote Tom Sosnoff  from Tastytrade on doing a research segment on how to allocate portfolio for options strategy. An options portfolio is different from an equity (stock) portfolio.


Below was his response.

Appreciate the note… I think that’s a great idea and I will talk to the guys about it.. We do have some guidelines we follow… 300 - 1000 short deltas for every $100K in net liq. We like to carry 0.1% - 1% theta to net liq. We’ll use 25% - 50% of our available buying power, based on IV. Then we like to allocate amongst strategies - 30% in strangles; 25% straddles; 25% iron condors; and <5% in defined risk trades… But I think there’s opportunity to create a segment discussing this in greater detail…


 


Tom


1 comments:

Unknown said...

that said, how you got any further follow up from tasty?
great question