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Case StudyITM Covered Call

Protecting Gains on a Winner

Using an ITM call to lock in profits while staying in the game

Meet David

Active trader, 5 years options experience

Account Size

$120,000

Goal

Protect gains on MSFT while generating income

The Setup

March 10thMSFT @ $455.00

MSFT has run up 12% in 6 weeks. David bought at $405 and it's now at $455. IV is at 22% - near the low end of MSFT's typical 20-35% range. Low IV means cheaper options, which is actually good for ITM covered calls because you're buying back intrinsic value, not inflated time premium. MSFT averages about 0.8-1.2% daily moves; at 22% IV, the market expects that to continue.

David is sitting on a $5,000 gain (100 shares × $50 gain). At $45,500, his MSFT position is 38% of his portfolio - right at the edge of his comfort zone. He's nervous about giving back gains but doesn't want to sell and trigger a $1,000+ tax bill. The ITM covered call lets him protect profits while staying in the game.

Finding the Trade

1

Opens The Greeks Report and selects "ITM Covered Call"

2

Looks for strikes 3-5% in the money for good protection

3

Finds the $440 strike (3.3% ITM) with $21.80 premium at 0.68 delta

4

Calculates: $15.00 intrinsic ($455 - $440) + $6.80 extrinsic (time value)

5

The $6.80 time value is his max profit - plus he has $15 of downside protection (3.3%)

6

David opens his broker to confirm. MSFT ticked up $2 since the data refreshed. The $440 call now shows $23.50 ($17 intrinsic + $6.50 extrinsic) at 0.70 delta. "Even better," he thinks. "More intrinsic protection, same time value to capture."

Strategy: ITM Covered CallDTE: 30-45 daysMoneyness: 3-5% ITMProtection: > 3%

Why this trade: The $440 strike gives David protection down to $433.20 (breakeven = $455 - $21.80). That's a 4.8% cushion before he loses money. If MSFT crashes 10%, he loses $2,700 instead of $4,550. If it keeps rallying? He makes $650 max (the extrinsic value) but gets called away at $440.

Placing the Trade

Strike

$440 Call (ITM)

Expiration

April 17th (38 DTE)

Premium

$21.80 per share ($15.00 intrinsic + $6.80 extrinsic)

Contracts

1

Max Profit

$680 (extrinsic value only)

Max Loss

$43,320 (if MSFT goes to $0)

Breakeven

$433.20 (stock price - premium)

Capital Required

$45,500 (shares already owned)

Probability of Profit

65%

Watching the Trade

Day 1Stock: $455.00P&L: $0
Option: $21.80Delta: 0.68Theta: -$8.50

Trade entered. David now has $15 of built-in protection (3.3%) and $6.80 of time value to capture. His delta of 0.68 means he keeps 32% of any upside.

Day 10Stock: $445.00P&L: +$840 (option) / -$1,000 (stock) = -$160 net
Option: $13.40Delta: 0.58Theta: -$9.20

Stock dropped $10 but the option only dropped $8.40. The 0.68 delta absorbed most of the blow. Without the ITM call, David would be down $1,000. With it, only -$160.

Day 18Stock: $438.50P&L: +$1,460 (option) / -$1,650 (stock) = -$190 net
Option: $7.20Delta: 0.48Theta: -$10.80

Stock continued lower, now below strike. Option absorbed $1,460 of the $1,650 drop. Delta dropped to 0.48 as option went ATM. David is only down $190 vs. $1,650 without protection.

Day 25Stock: $448.00P&L: +$1,030 (option) / -$700 (stock) = +$330 net
Option: $11.50Delta: 0.60Theta: -$12.00

Stock bounced $9.50 from the low. David is now profitable. The delta of 0.60 means he participated in 40% of that bounce (the rest went to the call buyer).

Day 32Stock: $442.00P&L: +$1,600 (option) / -$1,300 (stock) = +$300 net
Option: $5.80Delta: 0.52Theta: -$14.00

Stock pulled back again to $442. Theta decay of $14/day is accelerating with 6 days left. David decides to close and lock in profits.

The Exit

Closed

Day 32

Exit Price

$5.80

Total P&L

+$300

Return

0.7% in 32 days (7.8% annualized)

Why exit here: David captured 44% of max profit ($300 of $680). More importantly, he protected his gains during a volatile month. The stock ended $13 lower than entry, but he's up $300 instead of down $1,300. That's the power of ITM covered calls.

What We Learned

  • 1

    ITM covered calls are insurance, not lottery tickets - you trade upside for downside protection

  • 2

    The extrinsic value is your real profit target, not the full premium. David's $21.80 premium was mostly intrinsic ($15)

  • 3

    In choppy markets, the protection lets you sleep at night - David weathered a $16.50 drawdown and still profited

  • 4

    Delta tells you your upside participation: 0.68 delta = you keep 32% of rallies, give up 68%

  • 5

    Always verify prices - a $2 stock move can change your intrinsic/extrinsic split significantly

Want to learn more?ITM Covered Call Strategy Guide