探讨一下,有没有办法在不担心短期亏损Short-term Loss的情况下,增加长期盈利Long-term Gain概率?

还有一种方式,玩期指吧, 不管时间长短,60%是 long term的,40%算short term的,所以你不用担心买进卖出

这个真的好复杂

Profits and losses from covered calls are considered capital gains.
Qualified covered calls generally have more than 30 days to expiration and are either out-of-the-money, at-the-money, or in-the-money by no more than one strike price. However, special rules apply to longer-dated options (options with more than 12 months to expiration).
In-the-money qualified covered calls suspend the holding period of the stock that has been held for less than one year while the call is open, and non-qualified covered calls terminate the holding period of such stock (the holding period starts over when the non-qualified covered call is closed).
The tax treatment of dividends may also be affected by covered calls.

期指是future?譬如/ES?

对,ES NQ 这些或者GC 黄金重金属,还有粮食棉花牲畜肉类,石油木材各种大宗商品的期货,按照IRS的定义,这些future contract的利润是按照 6:4开,不需要算持有时间,多爽

我现在还有一个不清楚的是,这个 qualified 是只算卖 call的时候?如果本来是OTM,然后正股上涨成了ITM,那怎么算?反之,卖 call 的时候ITM,然后正股下跌成OTM又怎么算?

另外提到,non-qualified covered call是遵循 straddle rule,是指需要上报 IRS form 6781 的 part 2?

不确定券商会不会给我算 covered call 的 qualified or non-qualified. 没想到 option level 1 的 covered call 可以这么复杂。:joy:

1256 contract 都有这个税务优势。除了期货,也可以交易指数的期权。例如,SPX的期权。(这是我在Fidelity里能交易的流动性又好的唯一的1256 contract。)

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ITM的Qualified Covered Call回suspend股票的持股时长;Non- qualified Covered Call直接终止之前的持股时长 :fearful:,这样太严了,一个不慎就从头再来,卖短期CC要慎重

protective put更要谨慎,会直接清零持股时间不足一年的股票时间