War? UNH! What’s It Good For?

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A Bear Call Spread in Action

Three weeks ago, I highlighted a trade setup inspired by Tim’s post, War? UNH! What’s It Good For? Tim identified a potential bearish opportunity in United Healthcare (UNH), and I followed up with post stating an alternative way to take advantage of te set-up using a high-probability, risk-defined trade to capitalize on the setup.

Fast forward to today, and we can successfully close that position for a gain just shy of 20%. A tidy profit in three weeks time. But markets, much like history, have a way of repeating themselves, and a similar opportunity may be setting up once again.

Why a Bear Call Spread?

A bear call spread—also known as a short call vertical spread—lets traders generate income in bearish or neutral markets while keeping risk defined. Here’s how it works:

  • Sell a call option at a strike price above the current stock price.
  • Buy a higher strike call to cap risk.
  • The goal? Collect premium and profit if the stock stays below the short call strike by expiration.

The UNH Trade Setup

With UNH currently trading around $501.89 and the IV Rank almost pegged (see below), I’m structuring a new bear call spread using the March 28, 2025, expiration (37 days out). The aim? An 80-85% probability of success—balancing risk and reward while leaning on time decay.

Step 1: Selecting the Short Call Strike

Probability is key. I seek a short call strike with an 80% probability of expiring out of the money (OTM). If your trading platform doesn’t show probabilities, delta is a useful proxy—targeting 0.15 to 0.20.

  • The 550 call strike fits the bill, with an 85.17% chance of expiring worthless.
  • It’s also positioned just beyond the expected price range (+/- $38.58), adding a buffer.

Step 2: Choosing the Long Call Strike

Pairing the short call with a long call creates the spread, defining both risk and reward.

  • Buying the 555 call forms a 5-point-wide spread.
  • Net Credit (Premium Received): $0.70, or $70 per spread.
  • Maximum Risk: $4.30, or $430 per spread.
  • Maximum Return: 16.3% if UNH remains below $550 at expiration.

The Trade Mechanics

To enter the position:

  • Sell to open the March 28, 2025, 550 strike call.
  • Buy to open the March 28, 2025, 555 strike call.

By collecting a $0.70 premium, you establish a position that benefits from time decay and resistance at the short call strike. If UNH remains below $550 through expiration, the spread achieves max profit.

Why This Trade Works

Bear call spreads thrive on probability and risk management:

  • Defined Risk: Know your max loss ($430) and max gain ($70) upfront.
  • Time Decay Advantage: As expiration nears, options lose value—a tailwind for option sellers.
  • High Probability: An 85% success rate favors discipline over guesswork.

Even if UNH drifts higher, as long as it stays beneath $550, the trade reaches full profit.

Risk Management: The Difference Between Professionals and Amateurs

No trade is complete without a clear risk management plan:

  • Position Sizing: Risk only 1-5% of your portfolio per trade—no single loss should derail long-term performance.
  • Profit-Taking: Rarely hold spreads to expiration. Instead, target 50-75% of the original premium ($0.35-$0.15 in this case) for early exits.
  • Stop-Losses: If the spread value doubles or triples ($1.40-$2.10), cut losses and move on.

Key Takeaways

  • Volatility Creates Opportunity: Profit doesn’t require a market rally. Defined-risk strategies like bear call spreads thrive in choppy or bearish conditions.
  • Probabilities Over Predictions: Betting on an 85% probability of success beats making directional guesses.
  • Risk Management is Non-Negotiable: Knowing—and sticking to—your risk parameters is what separates successful traders from the rest.

Trade Recap: UNH Bear Call Spread

  • Underlying Stock: United Healthcare (UNH)
  • Current Price: $501.89
  • Expiration Date: March 28, 2025 (37 days away)
  • Strategy: Bear Call Spread (Short Vertical Call Spread)
  • Trade Details:
    • Sell the 550 call
    • Buy the 555 call
  • Net Credit: $0.70, or $70 per spread
  • Probability of Success: 85.17%
  • Maximum Return: 16.3%

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