When we have a successful covered call trade with the option about to expire in-the-money (with intrinsic-value), we can retain the underlying shares by rolling the option to a later expiration date. We can also roll that option up to a higher strike price. This podcast will analyze a real-life example with INDA showing calculations with the BCI Trade Management Calculator. The ultimate decision is between rolling-out-and-up versus “allowing assignment”
Links mentioned in the video:
https://thebluecollarinvestor.com/minimembership/bci-investor-program/
https://thebluecollarinvestor.com/minimembership/bci-trade-management-system/