Diagonal Spread Pro

Options / Directional Volatility Advanced Singapore FTSE 100 Index Options UK Stock Options US-Listed UK ADR Options

Moderately directional - expecting gradual move toward short strike

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Quick Reference

Strategy Type Diagonal Spread / Modified Calendar with Directional Bias
Market Outlook Moderately directional - expecting gradual move toward short strike
Risk Profile Defined Risk (Limited to net debit paid)
Reward Profile Limited but high ROI potential if price reaches short strike at front expiry
Time Horizon Short to Medium-term (Front month expires, back month held or sold)
Iv Environment Best when back-month IV low; benefits from IV rise in back month
Breakeven Complex - approximately long strike + debit for call diagonal

Payoff Profile

Asymmetric tent - peak profit at short strike, with directional bias

Singapore Market Details

Primary Instruments FTSE 100 Index options, UK large cap stock options, US-listed UK ADR options
Mas Compliance MAS regulated brokers required; options trading approval needed
Trading Hours FTSE options: London hours 4 PM - 12:30 AM SGT; US ADRs: US hours
Contract Size FTSE 100 options: £10 per point; Stock options: 100 shares typically
Settlement FTSE options: Cash settled; Stock options: Physical delivery
Tax Treatment No capital gains tax for individuals in Singapore
Margin Requirements Defined risk spread; margin = debit paid
Cdp Account Not required for foreign options; custody with broker
Singapore Relevance Diagonal spreads allow directional views on UK assets with defined risk and time decay benefits

Frequently Asked Questions

What is a diagonal spread?

Different strikes AND different expirations. Buy back-month option closer to money, sell front-month option further OTM. Combines time spread (theta) with directional bias (delta). Call diagonal = bullish, Put diagonal = bearish.

How is it different from a calendar?

Calendar uses same strike (neutral). Diagonal uses different strikes (directional). Diagonal has net delta exposure; calendar is delta neutral. Both benefit from theta and are long vega.

What's the maximum loss?

The net debit paid (long cost minus short credit). Occurs if price moves strongly against direction and both options lose value. Defined risk strategy.

When is best time to use diagonals?

When you have moderately directional view, expect gradual move (not explosive), IV is low to moderate (long vega benefits), and want theta income alongside direction.

What's the ideal outcome?

Price rises (calls) or falls (puts) to short strike by front expiration. Front expires worthless, back month is now ATM with significant value. Maximum profit zone.

What is PMCC?

Poor Man's Covered Call. Use deep ITM LEAP (80+ delta, 12+ months) as stock replacement. Sell short-term OTM calls monthly. Capital efficient (fraction of stock cost), defined risk, similar income profile to covered calls.

When should I roll?

When front month reaches 7-10 DTE. Ideally roll for credit. Roll to same strike to continue, different strike to adjust. If can't roll for credit and position losing, consider closing.

How do I choose strike width?

Based on expected move and risk tolerance. Narrow (25-50 pts): Lower cost, less room. Standard (75-100 pts): Balanced. Wide (100+ pts): Higher cost, more room. Target debit < 50% of width.

What if price moves too far past short strike?

Your profit is capped but still positive. Options: A) Roll short up/out for more room. B) Close entire position at profit. C) Close short, hold long for pure directional. Match action to continued outlook.

Is diagonal long or short vega?

Long vega (back month has more vega). IV increase helps. But less vega than calendar due to different strikes. Enter when IV low, benefit from rise.

How do I manage PMCC portfolio?

Diversify across 5-10 positions, different underlyings/sectors. Track aggregate delta. Roll shorts monthly for 2-4% income. Manage LEAPs (roll when <6 months left). Max 5-10% per position, 30-50% total PMCC.

What is a ratio diagonal?

Selling 2+ shorts against 1 long. Higher income but creates uncovered exposure. Use in high IV when premium rich. Requires careful management - naked exposure if both shorts breached. Advanced strategy.

How to stress test diagonal portfolio?

Test: ±10% price move, 30% IV collapse, combined scenarios. Calculate P&L under each. Ensure max loss within tolerance. Adjust position sizes or add hedges if stress losses too high.

How do diagonals integrate with other options strategies?

Allocate 15-25% to diagonals for directional exposure. Balance with ICs (20-30% for neutral income), calendars (10-15% for vol exposure). Adjust allocation based on market regime and IV levels.

What are complex diagonal combinations?

Double diagonal (call + put), diagonal butterfly (diagonal + butterfly), diagonal ladder (multiple shorts), ratio diagonals. Use for specific views or enhanced income. Complexity adds cost and management burden - use judiciously.

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