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CFDs and forex (FX) are complex instruments and come with a high risk of losing money rapidly due to leverage. 62% of retail investor accounts lose money when trading CFDs with this provider. 
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CFDs and forex (FX) are complex instruments and come with a high risk of losing money rapidly due to leverage. 62% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs, FX, or any of our other products work and whether you can afford to take the high risk of losing your money.
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Welcome to your guide on long-term options for strategic portfolio management

Options 10 minutes to read
MicrosoftTeams-image (3)
Koen Hoorelbeke

Investment and Options Strategist

Introduction


Welcome to our specialized resource designed to help you strategically manage profits and reduce reliance on single (or few) positions within your portfolio using long-term options. This guide is crafted to assist you in understanding and applying long-term options to diversify investments and secure gains while maintaining market exposure.

What you will find here


This resource is ideal for investors who have realized significant gains from their holdings or are experiencing large swings in portfolio value. Here, you will find tailored information and step-by-step guides to help you smartly leverage long-term options:

Case studies
Sarah’s strategy with long-term options   Explore how Sarah uses long-term options to lock in profits from a major stock holding while freeing up capital for other investments.
Alex’s method for portfolio diversification with long-term options   Learn how Alex employs long-term options to reduce dependency on a single profitable stock while maintaining upside potential.
Educational resources
Understanding long-term options   A comprehensive guide that explains what long-term options are, how they work, and how they can be used to manage financial risks and opportunities.
How to buy and manage long-term options on the Saxo platform Detailed instructions to effectively purchase and oversee long-term options, enhancing your investment strategy on the Saxo platform.
Further learning
If you're looking to deepen your understanding of options trading or wish to start from the basics, our Zero-to-Hero Educational Series provides a solid foundation in trading principles and advanced strategies:
  • From zero to hero - buying options  This article provides an introduction to options trading, covering the basics of buying and selling options, how to make money with them, and the risks involved.
  • From zero to hero - selling options  This article specifically provides an introduction to selling options, often called premium selling and how to make money with them, as well as the associated risks involved.
  • From zero to hero - option strategies  The article outlines how to manage risks and enhance potential rewards by using defined risk strategies like vertical spreads and undefined risk strategies such as strangles. It offers insight into choosing between debit and credit spreads and explains the terms commonly used in options trading. The piece serves as a guide for investors and traders seeking to better understand and utilize options strategies in their portfolio management.
  • From zero to hero - options lexicon  This article serves as an essential guide to options trading terminology, providing a comprehensive list of keywords for anyone engaged in options trading.
Related to long-term options are of course "normal" calls ... hear everything about that in episode 3 of our podcast series "Saxo Options Talk" by Koen Hoorelbeke and Peter Siks:
  • Options Talk - Episode 03 - Long Calls  Buying call options may seem straightforward, but there's more to it than initially meets the eye. In this episode, Koen and Peter break down why traders opt for long calls and how this approach significantly differs from traditional stock investing.
Why consider long-term options?
Long-term options can be a prudent addition to your investment approach if you're looking to:
  • Secure gains and reduce exposure from positions with significant profits.
  • Diversify your investment portfolio without completely divesting valuable holdings.
  • Maintain flexibility in your market exposure with a reduced capital commitment.
Options are complex, high-risk products and require knowledge, investment experience and, in many applications, high risk acceptance. We recommend that before you invest in options, you inform yourself well about the operation and risks. In Saxo Bank's Terms of Use you will find more information on this in the Important Information Options, Futures, Margin and Deficit Procedure. You can also consult the Essential Information Document of the option you want to invest in on Saxo Bank's website.

Quarterly Outlook

01 /

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  • Macro: Sandcastle economics

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  • Commodities: Energy and grains in focus as metals pause

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Disclaimer

 The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via the website. This content is not intended to and does not change or expand on the execution-only service. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Saxo News & Research and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Saxo News & Research is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Saxo News & Research or as a result of the use of the Saxo News & Research. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. Saxo News & Research does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws.

Please read our disclaimers:
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Full disclaimer (https://www.home.saxo/legal/disclaimer/saxo-disclaimer)

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