BeginnerNeutral / Slightly Bullish

The Covered Call Strategy

Generate income on stocks you already own by selling call options.

What is a Covered Call?

A covered call is an income strategy where you sell a call option against shares you already own. You collect premium upfront, and in exchange, you agree to sell your shares at the strike price if the stock rises above it.

Is This Strategy Right for You?

Capital Requirements

You need to own (or buy) 100 shares of the stock. For a $50 stock, that's $5,000 in stock ownership.

Options Approval Level

Level 1 or 2 at most brokers—covered calls are one of the most basic options strategies you can trade.

Best Suited For

  • Investors who already hold shares they're comfortable selling
  • Income seekers who want to generate yield on existing positions
  • Those with a neutral to slightly bullish outlook

Pros and Risks

Advantages

  • Generate income: Earn premium on stocks you'd hold anyway
  • Lower cost basis: Premium reduces your effective purchase price
  • Simple strategy: One of the easiest options strategies to learn

Risks to Consider

  • Caps upside: Potential gains limited if stock rallies significantly
  • Stock can drop: You still own and bear risk of decline
  • Called away risk: You may have to sell shares you wanted to keep

How It Works

Own 100SharesSell Call Option+PremiumExpires OTMKeep sharesCalled AwaySell shares at strikeRestart or ExitRepeat

Key Terms

OTM: Call strike above current stock price
Premium: Cash received for selling the call
Called Away: Shares sold at the strike price
Expiration: When the option contract ends
1

Own 100 Shares

You need shares you'd be comfortable selling at your chosen strike price.

2

Sell a Call Option

Choose a strike and expiration that fits your goals.

Strike: Typically 5–10% above current price

Delta: 0.20–0.35 balances premium vs. probability

Expiration: 30–45 DTE for optimal theta decay

Example: Selecting Your Call Strike

ABC Stock@ $50.00
CALLS35 DTE
StrikeBidAskDeltaDTE
$52$1.80$1.900.4235
$53$1.40$1.500.3535
$54← RECOMMENDED$1.00$1.100.2835
$55$0.70$0.800.2235
$56$0.45$0.550.1635
1

Strike 5–10% above current price: $54 is 8% above $50, balancing premium with room for gains

2

Delta 0.20–0.35: ~28% chance of being called away. Good premium vs. probability trade-off

3

30–45 DTE: Optimal theta decay—most premium captured in the final weeks

Note: Premium is per share. Multiply by 100 for total received per contract (e.g., $1.00 bid = $100 received).

3

Collect Premium and Wait

Two outcomes at expiration:

Expires OTM

Keep premium + keep shares. Sell another call.

Called Away

Keep premium + sell shares at strike. Restart or exit.

Worked Example: ABC Stock at $50

Selling a covered call and seeing both outcomes.

Covered Call Payoff at Expiration

$40$44$48$52$56$60Stock Price at Expiration-$1000-$500+$0+$500Profit / LossMax Profit: $500(capped)Breakeven: $49Strike: $54Loss Zone
SETUP

Sell Covered Call

Stock

$50.00

Call Strike

$54.00

Premium

+$100

Breakeven

$49.00

OUTCOME A

Called Away (stock rises to $56)

Sold at

$54.00

Premium

+$100

Stock Gain

+$400

Total

+$500

Note: You "missed" $200 of upside since stock went to $56

OUTCOME B

Expires OTM (stock stays at $51)

Shares

100 kept

Premium

+$100

Next

Trade Outcomes

Scenario A: Called Away (stock rises to $56)

+$100
Premium
+
+$400
Stock gain
=
$500
Total

Total Profit

Call Premium+$100
Stock Gain ($54 – $50)+$400

Total$500
Return on $5,00010%

Scenario B: Expires OTM (stock stays at $51)

+$100
Premium
+
100
Shares kept
=
Repeat
Sell again
Premium Earned:$100Shares retained for next cycle

Common Scenarios

Stock Drops Significantly

Your call expires worthless—you keep the premium but still own shares at a loss.

A: Sell another call at a lower strike for more premium

B: Hold shares if you believe in the long-term

C: Exit the position entirely

Stock Rallies Past Your Strike

You'll be called away at the strike price. You made money, but capped your upside.

Accept it: This is the trade-off of the strategy

Roll up: Buy back call, sell higher strike for net credit

Stock Stays Flat

Ideal scenario—you keep premium and shares!

Next step: Rinse and repeat with another call

Ready to Sell Covered Calls?

Track your covered call positions with P&L clarity, Greeks, and expiration alerts.