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Hit the right strike price for your strategy

Are you an experienced investor who is considering buying or selling options? If so, selecting the strike price is one of the most critical decisions to make.

Picking your options strike price boils down to a couple of key decisions, such as: What price do you think the underlying stock will move to over a certain period of time and what price are you willing to pay or receive for buying or selling an options contract? To help answer these questions, consider options Greeks and a probability calculator.

The basics: What is the strike price?

For call options, the strike price is the price at which an underlying stock can be bought. For put options, the strike price is the price at which shares can be sold.

For instance, one XYZ 50 call option would grant the owner the right to buy 100 shares of XYZ stock at $50, regardless of what the current market price is. In this example, $50 is the strike price (this can also be known as the exercise price), XYZ is the stock, and call is the type of option (as opposed to a put, which grants the buyer the right to sell the stock at a predetermined price).

Assuming a stock was trading at $60, if you had purchased a call option on that stock with a strike price of $50, you would be able to exercise that option and purchase the stock at $50, even though the stock was trading at $60.

Suppose you purchased one XYZ 50 call option for $3 (i.e., the premium or cost of the option), and exercised it after the underlying stock had risen to $60. Your profit, before taxes and transaction costs, would be $700. This is calculated as the $60 stock price minus the $50 option strike price minus the $3 purchase price, times 100 (because each options contract covers 100 shares of the underlying stock).1

But when you are deciding which option to buy, how are you to know if the $50 strike price was the best one for your strategy? If the stock was trading at $50 at the time you were deciding to buy a call option, there might be options with strike prices of 30, 35, 40, 45, 50, 55, 60, 65, 70, and more. Fortunately, there are tools to help you make this critical decision.

Options Greeks

While choosing the “right” strike price does not ensure that you will make a profit, it may increase your chances of success. One tool that can help in selecting the strike price is the option's Greeks.

Greeks are mathematical calculations designed to measure the impact of various factors—such as volatility and the time to expiration, on the price behavior of options. One Greek in particular that can help you pick the strike price is delta, which measures an option’s sensitivity to the underlying stock price.

Delta can be used in several ways when constructing your options strategy. When it comes to selecting the strike price, here’s how you might use Delta.

Delta ranges from -1 to +1. If the delta is 0.70 for a specific options contract, for instance, each $1 move by the underlying stock is anticipated to result in a $0.70 move in the option's price. A delta of 0.70 also implies a 70% probability that the option will be in the money at expiration. Intuitively, the greater the probability suggested by delta, the more expensive the option will be. Alternatively, the lower the probability suggested by Delta, the less expensive the option will be.

To find the delta for an options contract, look at the options chain for a particular stock.

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Probability calculator

If you want a more precise calculation of probability than that provided by delta, Fidelity’s probability calculator can help you be in a better position to choose the right strike price for your strategy. The benefit of the probability calculator is that it may help determine the likelihood of an underlying stock or index trading above, below, or between certain price targets on a specified date.

Using this information, you may be able to enhance the probability of selecting a strike price that the underlying stock or index may reach.

You can access this tool by going to the options research page on Fidelity.com, selecting the Quotes and Tools tab, and then entering a ticker symbol of your choosing (e.g., AMZN for Amazon). The probability calculator enables you to adjust the stock price target, target date, and volatility parameters based on your own analysis to determine the probability of the underlying stock or index reaching a certain price. The calculator also allows you to enter different strike prices to determine the probability of a successful option strategy.

A few more tips

Of course, there are additional ways to choose the strike price to buy or sell. Some traders use options statistics—including implied volatility and historical volatility,2 which are available on Fidelity.com and Active Trader Pro®.

Moreover, there are a number of factors that can influence the strike price decision. Among them:

  • Time: Holding all else equal, a contract with a longer life implies a greater probability that the option will be in the money before expiration, but it will also cost more than a similar option with less time until expiration.
  • Liquidity: You almost always want to look for options that are heavily traded and have small bid-ask spreads if you want to focus on reducing your trading costs.
  • Moneyness: In-the-money options are relatively more expensive than out-of-the-money options.3

When making your next options trade, consider options Greeks and a probability calculator among the tools you can use to aim for the best strike.

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1. This example does not include commission costs or taxes for simplification purposes. 2. Implied volatility (IV) is an estimate of the future volatility of the underlying stock based on options prices. This estimate can be a helpful tool when formulating your strategy—especially if you are targeting volatile stocks. Historical volatility (HV) is how volatile the underlying stock has been. 3. An in-the-money option is worth more than $0 if it were exercised today.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

Greeks are mathematical calculations used to determine the effect of various factors on options. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, and collars, as compared with a single option trade. The Probability Calculator is a research tool provided to help self-directed investors model various options strategies. The criteria and inputs entered are at the sole discretion of the user and are solely for the convenience of the user. The Probability Calculator is provided by LiquidPoint, LLC, an independent company not affiliated with Fidelity. Information obtained from the Probability Calculator is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell securities, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy or approach to screening stocks. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from its use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation, and other individual factors and reevaluate them on a periodic basis. Views and opinions expressed may not reflect those of Fidelity Investments. These comments should not be viewed as a recommendation for or against any particular security or trading strategy. Views and opinions are subject to change at any time based on market and other conditions.

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