Covered Call With LEAPS Strategy

Calculate returns and manage risk for poor man's covered calls (PMCC) using LEAPS options as a cost-efficient alternative to owning 100 shares.

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Written by Michael Torres, CFA
Senior Financial Analyst
JW
Fact-checked by Dr. James Wilson, PhD
Options Strategy Researcher
Advanced Covered CallsFact-Checked

Input Values

$

Current price of the underlying stock.

$

Deep ITM LEAPS call strike price.

$

Premium paid for the LEAPS call per share.

$

Near-term call strike to sell.

$

Premium received for selling the near-term call.

Days to expiration of the short call.

Results

Max Profit (Per Spread)
$0.00
Max Loss (Per Spread)
$15,000.00
Return on Capital
0.00%
Capital Required$0.00
Breakeven Price$150.00
Capital Savings vs Stock0.00%
Results update automatically as you change input values.

What Is a Covered Call With LEAPS?

A covered call with LEAPS, also known as a poor man's covered call (PMCC) or diagonal debit spread, replaces the 100 shares of stock in a traditional covered call with a deep in-the-money LEAPS call option. Instead of investing $15,000 to own 100 shares of a $150 stock, you buy a deep ITM LEAPS call for approximately $3,800, achieving similar upside exposure at a fraction of the capital cost. You then sell near-term calls against the LEAPS position to generate income, just as you would with stock.

The PMCC strategy is especially popular among traders with smaller accounts who want to participate in covered call strategies on expensive stocks like Apple, Microsoft, or NVIDIA without committing $15,000-$50,000 per 100 shares. The tradeoff is that you do not collect dividends, you have a time limit on the position (the LEAPS expiration), and the risk profile differs from a standard covered call in important ways.

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LEAPS Selection Guidelines

For a PMCC, buy LEAPS with at least 6-12 months to expiration, a delta of 0.70-0.85 (deep ITM), and an extrinsic value that is reasonable relative to the premium you plan to collect from selling short-term calls. The deeper ITM the LEAPS, the more it behaves like stock (delta near 1.0) but the more capital it requires.

PMCC Formulas

Max Profit
Max Profit = (Short Call Strike - LEAPS Strike - Net Debit) x 100
Where:
Short Call Strike = Strike of the near-term call sold
LEAPS Strike = Strike of the deep ITM LEAPS call purchased
Net Debit = LEAPS cost minus short call premium
Max Loss
Max Loss = Net Debit x 100 = (LEAPS Cost - Short Call Premium) x 100
Where:
Net Debit = The initial capital invested in the spread
Breakeven
Breakeven = LEAPS Strike + Net Debit
Where:
Breakeven = Stock price at which the position breaks even at the short call expiration
Poor Man's Covered Call Calculation
Given
Stock Price
$150.00
LEAPS Strike
$120 (buy)
LEAPS Cost
$38.00
Short Call Strike
$155 (sell)
Short Call Premium
$3.50
Short Call DTE
30 days
Calculation Steps
  1. 1Net debit = $38.00 - $3.50 = $34.50 per share
  2. 2Capital required = $34.50 x 100 = $3,450 (vs $15,000 for 100 shares)
  3. 3Capital savings = 1 - ($3,450 / $15,000) = 77%
  4. 4Max profit = ($155 - $120 - $34.50) x 100 = $50 per spread
  5. 5Max loss = $34.50 x 100 = $3,450 (if stock drops below $120 at LEAPS expiration)
  6. 6Breakeven = $120 + $34.50 = $154.50
  7. 7Return on capital if max profit = $50 / $3,450 = 1.4% per 30 days
  8. 8Annualized return = 1.4% x (365/30) = 17.4%
Result
The PMCC requires only $3,450 in capital versus $15,000 for a stock-based covered call (77% savings). If the stock is at or above $155 at short call expiration, you earn $50 profit (1.4% return in 30 days). You can sell new short calls multiple times against the LEAPS, potentially recovering the entire LEAPS cost over several cycles.

PMCC vs Traditional Covered Call

Comparison: PMCC vs Stock-Based Covered Call
FactorPMCC (LEAPS)Traditional Covered CallWinner
Capital Required$3,000-$5,000$10,000-$50,000PMCC
ROI PercentageHigher % returnLower % returnPMCC
Dollar ProfitLower $ amountHigher $ amountTraditional
Dividend IncomeNoneYesTraditional
Time LimitationLEAPS expiresNo expirationTraditional
Downside RiskLimited to debitFull stock riskPMCC
Assignment HandlingMore complexSimple deliveryTraditional

Setting Up a PMCC Step by Step

How to Execute a Poor Man's Covered Call

1
Select a Bullish Stock with Liquid Options
Choose a stock you are moderately bullish on with high options volume and tight bid-ask spreads on LEAPS. Avoid highly volatile or event-driven stocks that could gap sharply lower.
2
Buy a Deep ITM LEAPS Call
Purchase a LEAPS call with 0.70-0.85 delta and at least 6-12 months to expiration. The deeper ITM, the more the LEAPS mimics stock ownership. Aim for 70-80% of the option price to be intrinsic value.
3
Sell a Near-Term OTM Call
Sell a call with 20-45 DTE at a strike above the current stock price. Choose a delta of 0.20-0.30 for a balance between premium income and probability of keeping the position open.
4
Ensure the Net Debit Is Manageable
Your net debit (LEAPS cost minus short call premium) should be less than the difference between the two strikes. If net debit equals or exceeds the strike width, there is no profit potential.
5
Manage the Short Call at Expiration
If the short call expires worthless, sell a new short call for the next cycle. If the stock rises above the short strike, you can close the entire position for a profit, roll the short call up and out, or allow assignment and sell the LEAPS.
  • The PMCC has limited downside risk: you can only lose the net debit paid, unlike stock ownership
  • Sell new short calls every 20-45 days to continuously generate income against the LEAPS
  • If the stock drops significantly, the short call expires worthless but the LEAPS loses value; consider rolling the LEAPS down if your thesis has changed
  • Never sell a short call at a strike below your LEAPS strike plus net debit; this creates a guaranteed loss scenario
  • PMCC works best on stocks with upward or sideways trends and moderate implied volatility
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PMCC Risk: Sharp Decline

If the stock drops below your LEAPS strike, the LEAPS loses intrinsic value rapidly and time decay accelerates. Unlike stock, LEAPS options expire: if the stock does not recover before the LEAPS expiration, you lose your entire investment. Always set a stop-loss or exit plan if the stock breaches key support levels.

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Rolling the LEAPS Forward

When your LEAPS has 3-4 months remaining, consider rolling it to a new LEAPS with 12+ months to expiration. This extends the life of the position and prevents time decay from eroding the LEAPS too quickly. Roll when the stock is near or above your original LEAPS strike for the most cost-efficient roll.

Frequently Asked Questions

A poor man's covered call (PMCC) is a diagonal debit spread that uses a deep in-the-money LEAPS call option as a substitute for 100 shares of stock. You buy the LEAPS call and sell a near-term out-of-the-money call against it, generating income just like a traditional covered call but with 70-80% less capital. The name comes from the lower capital requirement making it accessible to traders who cannot afford 100 shares.

Sources & References

  • U.S. Securities and Exchange Commission (SEC) - Investor Education
  • Options Clearing Corporation (OCC) - Options Education
  • Chicago Board Options Exchange (CBOE) - Options Strategies
  • Hull, J.C. "Options, Futures, and Other Derivatives" (11th Edition, 2021)

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