Options Strategist
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.
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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2024: The wasted year
Markets are driven by election optimism, overshadowing growing debt and liquidity concerns. The 2024 elections loom large, but economic fundamentals and debt issues warrant cautious investment.
As US economic slowdown hints at a shift away from exceptionalism, USD faces downside with looming Fed cuts. AUD and NZD set to outperform as their rate cuts lag. JPY gains on carry unwind bets and BOJ pivot.
Amid AI and obesity drug excitement, equities see varied prospects: neutral on overvalued US stocks, negative on Japan due to JPY risks, positive on Europe. European defence stocks gain appeal.
With the economic slowdown, quality assets will gain favour, especially sovereign bonds up to 5 years. Central banks' potential rate cuts in Q2 suggest extending duration, despite policy and inflation concerns.
Commodities poised for rebound. The "Year of the Metal" boosts gold and silver, copper awaits rate cuts. Grains may recover, natural gas stabilises. Gold targets $2,300-$2,500/oz, copper's breakout could signal growth.
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