Options portfolios

This is the Quick Fact reference page for ASX options portfolios. For complete information beyond the following facts, please click on the portfolio and rules pages below.

These cover different strategies

  • Balanced Income portfolio -Closed October 2006

    Level: Intermediate
    Investment style: Cash covered put and covered call writing of out of the money options.
    Launch date : 1/08/05 
    Size at start: $100,000
    Size at 26/09/06: $115,633.50
    Return for entire period:  15.62%
    Annualised Return:  12.47%
    Performance: Slightly underperformed a buy & hold portfolio of the same stocks .
    Initial Holding: 80% stock: split equally between ANZ, BHP, NWS, TLS,  +   20% cash  
    More info: Rules
  • Covered Call portfolio -CLOSED June 2005

    Level: Beginner to Intermediate
    Investment style: Covered call writing, one month, at the money calls.
    Launched: 2/01/03 
    Size at start: $83,951.66
    Closed: 23/06/05: $108,369.22
    Return for entire period:  29.06%
    Annualised Return:  10.85%
    Performance: Underperformed a buy & hold portfolio comprising the same stocks due to a very strong underlying market.
    Holdings: ANZ, BHP, NWS & TLS  
    More info: Rules

  • Simple Equity portfolio -CLOSED June 2005

    Level: Intermediate
    Investment style: Buying 3 month, out of the money calls in place of stock.
    Launched: 2/01/04 
    Size at start: $200,000
    Closed: 24/06/05: $262,894
    Return for entire period:  31.43%
    Annualised Return:  20.33%
    Performance: Since inception, beating a buy & hold portfolio comprising the same stocks after a very strong 2004 and start to 2005.
    Holdings: Call options over CBA, LHG, RIO & WOW  
    More info: Rules