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Covered calls

This section covers selling covered calls: collecting premium on shares you already own and would be content to sell at the strike. It assumes you hold individual stocks and have a brokerage account approved for covered calls. If you are still deciding whether to own individual stocks at all, start with the Investing section first.

Cash-secured puts are a separate income decision and live in their own section, linked below.

  • How covered calls work: What you sell, the premium you collect, and the obligation you take on when you sell a call against 100 shares.
  • Choosing a strike: How the strike you pick trades premium against the upside you keep, and the conditions that move that balance.
  • When you get assigned: When the buyer exercises, how your shares are called away at the strike, and why assignment is often the planned outcome.
  • Rolling covered calls: Buying back a call near expiration and selling a later one, when that makes sense, and when closing instead is the better move.
  • Covered-call example: One position carried from setup to outcome, with the premium, dividends, and capital result at each step.
  • Cash-secured puts: Selling puts on cash you have set aside to buy a stock you would be glad to own at a lower price.

Covered calls and cash-secured puts are two independent income decisions, each judged on its own merits. Some traders chain them into “the Wheel”; this handbook treats them separately.

  • Options terminology: Strike, premium, expiration, and the rest of the vocabulary these pages use.
  • Investing: The prerequisite section, if you are still weighing whether to hold individual stocks.