Question #95
Reading: Reading 31 Valuation of Contingent Claims
PDF File: Reading 31 Valuation of Contingent Claims.pdf
Page: 45
Status: Unattempted
Correct Answer: A
Part of Context Group: Q94-95
Shared Context
Question
Fairfax has heard people talking about "making a portfolio delta neutral." What does it mean to make a portfolio delta neutral? The portfolio:
Answer Choices:
A. is insensitive to stock price changes
B. is insensitive to interest rate changes
C. is insensitive to volatility changes in the returns on the underlying equity. Gina Davalos, CFA is a portfolio manager for the Herron Investments. She is interested in hedging the equity risk of one of her clients, Lou Gier. Gier has 200,000 shares of a stock with the symbol QJX that he believes could take a dive in the next 9 months. Davalos gathers the following information to suggest potential strategies to offset the potential loss. Each option contract is for 100 options. General Information: QJX Current Stock Price $100.00 Risk-free rate 5.0% QJX Dividend Yield 0.0% Time to Maturity (years) 0.75 Option Information: Strike Price $100.00 Value of Call $12.09 Delta on Call Option 0.6081 Value of Put (years) $8.41 Equity Swap Information:
Explanation
The delta of the option portfolio is the change in value of the portfolio if the stock price
changes. A delta neutral option portfolio has a delta of zero.
(Module 31.7, LOS 31.l)
Gina Davalos, CFA is a portfolio manager for the Herron Investments. She is interested in
hedging the equity risk of one of her clients, Lou Gier. Gier has 200,000 shares of a stock with
the symbol QJX that he believes could take a dive in the next 9 months. Davalos gathers the
following information to suggest potential strategies to offset the potential loss. Each option
contract is for 100 options.
General Information:
QJX Current Stock Price
$100.00
Risk-free rate
5.0%
QJX Dividend Yield
0.0%
Time to Maturity (years)
0.75
Option Information:
Strike Price
$100.00
Value of Call
$12.09
Delta on Call Option
0.6081
Value of Put (years)
$8.41
Equity Swap Information:
Terms
9 months
Settlement frequency
Quarterly
Fixed rate
6.0%
Return on QJX
Variable
Futures Information:
Terms
9 months
Current Futures Price
$105.50