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Long Straddle

Performance depends on movement, not direction.
Objective

To benefit from a significant variation in the markets, without anticipating the direction, with a risk known in advance.

Principle

OIS Finance, as a discretionary manager , implements a strategy to take advantage of a strong market movement, whether upward or downward, depending on the client's profile.

When markets are likely to fluctuate significantly,
OIS Finance is structuring a strategy adapted to this scenario.
The direction of the market matters little.
Only the amplitude of the movement is decisive.
The risk is limited to the amount invested.

Scenario: 1

Stable market:
the strategy does not deliver performance
and the loss is limited to the amount invested.

Scenario: 2

Market is booming:
the strategy is generating performance.

Scenario: 3

Market in sharp decline:
the strategy also generates performance.

Summary

High volatility → Opportunity
Limited risk → Visibility
Indifferent direction → Flexibility

📊 Numerical example – Long Straddle


Market situation


  • Underlying asset: stock / index X

  • Current price: 100

  • Anticipation: strong movement , without knowing the direction

  • OIS Finance acts as discretionary manager




Structure put in place


  • Buying a call option with a strike price of 1006 CHF

  • Buying a put option with a strike price of 1005 CHF

  • Deadline: 3 months

  • Quantity: 1 contract (100 units)




Cost of the strategy


  • Prime call: 600 CHF

  • Prime put: 500 CHF

➡️ Total investment: CHF 1,100 ➡️ Maximum risk: CHF 1,100




Neutral points


  • Up: 111 (100 + 11)

  • Down: 89 (100 – 11)




Scenarios at the end of the term


🔴 Stable market (around 100)

  • Both options expire worthless.

  • Maximum loss: -1,100 CHF



🟢 Sharp increase (e.g., 120)

  • Call gain: (120 – 100) × 100 = 2,000 CHF

  • Net result: +900 CHF



🟢 Sharp drop (e.g., 80)

  • Put gain: (100 – 80) × 100 = 2,000 CHF

  • Net result: +900 CHF




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