$100k Account – Roll SMR Put to Feb 21

The Trade at a Glance

  • Underlying Stock: NuScale Power Corp. ($SMR)
  • Strategy: Rolling a Cash-Secured Put
  • Action: Buy to close Feb 14 $25 Put and sell Feb 21 $24.5 Put
  • Expiration: February 21
  • Strike Price: $24.50
  • Premium Received: $24 Credit
  • Margin Requirement: $2,450 (secured cash for 100 shares)

Key Metrics

  • Net Credit from Roll: $24
  • Break-Even Price: Adjusted lower due to rolling.
  • Risk: Obligation to buy 100 shares of $SMR at $24.50 if assigned.

Why This Trade Makes Sense

Managing Position Efficiently

Rolling the put extends the trade, adjusting the strike price and collecting a small additional credit.

Stock Acquisition at a Discount

If assigned, you buy $SMR at an effective price lower than the initial trade, optimizing entry levels.

Capital Efficiency

A $100K account can maintain flexibility while still generating premium income.


Risk Management

  • Max Loss Scenario: If $SMR falls to zero, potential loss is $2,450 minus collected premiums.
  • Mitigation Strategies:
    • Roll further or close when it makes sense to adjust risk exposure.
    • Only trade if comfortable owning $SMR long-term.

Why $SMR?

NuScale Power operates in the small modular reactor (SMR) industry, offering innovation in clean energy. Selling puts on stocks with long-term potential allows traders to generate income while managing downside risks. Always analyze earnings, sector trends, and market conditions before trading.


Final Thoughts

Rolling options is a strategic move to manage risk and maximize returns. For a $100K account, this $SMR put roll maintains premium collection while adjusting risk exposure.


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Disclaimer: This post is for educational purposes only. Past performance isn’t indicative of future results. Options trading carries significant risk.

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