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Reducing Your Exposure with Covered Calls

Session Speakers
Session Description

Why attend:
Discover how to use covered calls to strategically reduce a large concentrated equity position while mitigating risks and spreading out capital gains obligations.

Session details:
Many investors are overly exposed to a single stock in their portfolio, often because it’s equity compensation from an employer. Despite the obvious risks, they are often hesitant to pare back the position because of capital gains taxes or concerns about selling when they have a bullish outlook. Learn how selecting strike prices, expiration dates, and quantities of covered calls to slowly reduce a concentrated position can help you:

  • Reduce risk in a portfolio at a measured pace
  • Spread capital gains over multiple years to lessen tax impact
  • Generate short-term income using a low-risk option strategy
  • Avoid missing out on upside opportunity

Additional Information
CIMA-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Session Schedule