Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Access both platforms from your single Saxo account.
Welcome to your guide on long-term options for strategic portfolio management
Koen Hoorelbeke
Investment and Options Strategist
Introduction
Welcome to our specialized resource designed to help you strategically manage profits and reduce reliance on single (or few) positions within your portfolio using long-term options. This guide is crafted to assist you in understanding and applying long-term options to diversify investments and secure gains while maintaining market exposure.
What you will find here
This resource is ideal for investors who have realized significant gains from their holdings or are experiencing large swings in portfolio value. Here, you will find tailored information and step-by-step guides to help you smartly leverage long-term options:
| Case studies |
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| Sarah’s strategy with long-term options Explore how Sarah uses long-term options to lock in profits from a major stock holding while freeing up capital for other investments. |
| Alex’s method for portfolio diversification with long-term options Learn how Alex employs long-term options to reduce dependency on a single profitable stock while maintaining upside potential. |
| Educational resources |
| Understanding long-term options A comprehensive guide that explains what long-term options are, how they work, and how they can be used to manage financial risks and opportunities. |
| How to buy and manage long-term options on the Saxo platform Detailed instructions to effectively purchase and oversee long-term options, enhancing your investment strategy on the Saxo platform. |
| Further learning |
If you're looking to deepen your understanding of options trading or wish to start from the basics, our Zero-to-Hero Educational Series provides a solid foundation in trading principles and advanced strategies:
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Related to long-term options are of course "normal" calls ... hear everything about that in episode 3 of our podcast series "Saxo Options Talk" by Koen Hoorelbeke and Peter Siks:
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| Why consider long-term options? |
Long-term options can be a prudent addition to your investment approach if you're looking to:
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Options are complex, high-risk products and require knowledge, investment experience and, in many applications, high risk acceptance. We recommend that before you invest in options, you inform yourself well about the operation and risks. In Saxo Bank's Terms of Use you will find more information on this in the Important Information Options, Futures, Margin and Deficit Procedure. You can also consult the Essential Information Document of the option you want to invest in on Saxo Bank's website.
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