OIC: How do options fit into my portfolio? Strategies and ideas

In this recorded session, the OIC and Fidelity explored some common scenarios where options can help to a achieve a specific goal, including:

  • Protecting potential security gains
  • Directional trading for short-term opportunity capture
  • Adding Alpha to your portfolio

Download transcript (PDF) | Download slides (PDF)

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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.

The views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The experts are not employed by Fidelity but may receive compensation from Fidelity for their services.

OIC and Fidelity Investments are independent entities and are not legally affiliated.
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