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544A COMPleTe gUIde TO THe FUTUreS MArKeT
Choosing an Optimal Strategy
It the previous sections we examined a wide range of alternative trading strategies. Now what? How
does a trader decide which of these alternatives provides the best trading opportunity? This ques-
tion can be answered only if probability is incorporated into the analysis. The selection of an optimal
option strategy will depend entirely on the traders price and volatility expectations. Insofar as these
expectations will diff er from trader to trader, the optimal option strategy will also vary, and the
success of the selected option strategy will depend on the accuracy of the traders expectations. In
order to select an optimal option strategy, the trader needs to translate his price expectations into
probabilities.
The basic approach requires the trader to assign estimated probability levels for the entire range
of feasible price intervals. Figure 35.23 illustrates six diff erent types of probability distributions for
August gold futures. These distributions can be thought of as representing six diff erent hypothetical
expectations. (The charts in Figure 35.23 implicitly assume that the current price of August gold
futures is $1,200.) Several important points should be made regarding these probability distributions:
1. The indicated probability distributions only represent approximations of traders price expec-
tations. In reality, any reasonable probability distribution would be represented by a smooth
curve. The stair-step charts in Figure 35.23 are only intended as crude models that greatly sim-
plify calculations. (The use of smooth probability distributions would require integral calculus
in the evaluation process.)
Price of August gold futures at option expiration ($/oz)
Profit/loss at expiration ($)
1,000
25,000
12,500
12,500
25,000
0
1,050 1,100 1,150 1,200 1,250
Breakeven price on long
2 calls = $1,238.80
Long futures
Long 2 calls
1,300 1,350 1,400
37 ,500
+37 ,500
Futures price at time
of position initiation
FIGURE  35.22 Profi t/loss Profi le: Two long Calls vs. long Futures