Short Treasurys With TLT Options

by John Jagerson | November 30, 2010 5:23 pm

This article is brought to you by LearningMarkets.com[1].

Bond prices have run up during the past few weeks, as the euro zone troubles have driven investors to Treasurys as a safe haven. However, bonds have their own headwinds to contend with, and based on my analysis of resistance on the chart of the iShares Barclays 20+ Year Treasury Bond Fund (NYSE: TLT[2]), I suspect their run is over. So I’m setting up a synthetic short position in TLT with support at $90 as my profit target.

I prefer to use TLT rather than a leveraged or inverted ETF, because those vehicles come with time value and compounding problems. With the trade below, I can hold the position and roll it out if I need to without incurring a lot of costs.

Trade

Buy to open[3] (BTO) TLT Jan 97 Puts
Sell to open[4] (STO)

TLT Jan 98 Calls

Target Entry Price

I set a limit order, which was just filled as I write this, for a 5-cent credit, so there wasn’t really a “cost” to enter the position. However, I will need to post 20 times the strike price of the short call[5] as margin, so I technically have about $2,000 invested per contract.

Risk/Reward

If TLT goes above $102, I will close the trade. Assuming that is my worst-case scenario, I have a between a 1:2 and 1:3 risk-to-reward ratio.

Get updates on this specific trade and see more trading ideas by following LearningMarkets’ Options Trading Group[6].

Endnotes:
  1. LearningMarkets.com: http://www.learningmarkets.com/
  2. TLT: http://studio-5.financialcontent.com/investplace/quote?Symbol=TLT
  3. Buy to open: https://investorplace.com/18136/buying-to-open-vs-selling-to-open-options/
  4. Sell to open: https://investorplace.com/18136/buying-to-open-vs-selling-to-open-options/
  5. short call: https://investorplace.com/297/short-calls/
  6. LearningMarkets’ Options Trading Group: http://groups.learningmarkets.com/group/longcallsputs

Source URL: https://investorplace.com/2010/11/short-treasurys-with-tlt-options/