Understanding ex-dividend dates and early assignment

When selling put options for income, there is always the possibility of the underlying stock which put options have been sold against, pulling back.

If the stock pulls back far enough, deep in-the-money short put options are at risk of early assignment of shares.

One period that increases the chance of early assignment is the day before a stock trades ex-dividend.

This strategy article for members explains:

  • the background to why early assignment just before ex-dividend dates can happen
  • how to calculate the odds of an early assignment before ex-dividend dates
  • ways to avoid early assignment of shares

 

This strategy article is 1250 words in length and requires 5 pages if printed.

 This strategy article is for FullyInformed Members.

 Understanding Ex-Dividend Dates and Assignment of Shares For Put Sellers





Disclaimer: There are risks involved in all investment strategies and investors can and do lose capital. Trade at your own risk.

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