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Construction and the expected move

Lesson 9 · about 12 min

An iron condor is two credit verticals on the same underlying and expiration: a bull put spread below the price and a bear call spread above it. It profits if the stock stays inside a range, and it is the structure most people mean when they say "selling premium." A short strangle is the same idea without the protective wings. Both start from one number: the expected move.

Payoff of an iron condor at expiryA flat profit plateau between the two sold strikes, falling away to a capped loss on each wing.Profit / loss per share0841001169095105110buy 90 putsell 105 callsell 95 putbuy 110 callMax profit 2 — the net creditMax loss 3Max loss 3Breakeven 93Breakeven 107Underlying price at expiry
Iron condor: payoff at expiry. Four strikes: the 2 credit is kept in full while the price finishes between 95 and 105, and is lost gradually outside the 93 and 107 breakevens. The bought 90 put and 110 call stop the loss at 3 on either wing.

The expected move

Implied volatility is an annualized figure. To turn it into a range for a specific expiration:

Expected move (1 standard deviation) = price × IV × √(days ÷ 365)

XYZ at $50, IV 30%, 45 days: 50 × 0.30 × √(45/365) = 50 × 0.30 × 0.351 ≈ $5.27, call it $5.30. The market is pricing a one-standard-deviation range of about $44.70 to $55.30, which a normal distribution says contains the price at expiration about 68% of the time. A quicker cross-check that needs no formula: the at-the-money straddle price is about 0.8 of the expected move; here the 45-day straddle trades near $4.20, and 4.20 ÷ 0.8 ≈ $5.25.

Short strikes go just outside that range. That is why "sell the 16 delta" and "sell outside one standard deviation" are the same instruction.

The condor

XYZ at $50, 45 days, IV 30%. Sell the $44 put (delta −0.15) and buy the $39 put; sell the $56 call (delta 0.14) and buy the $61 call.

Leg Price Cash
Sell $44 put 0.55 +0.55
Buy $39 put 0.15 −0.15
Sell $56 call 0.50 +0.50
Buy $61 call 0.12 −0.12
Net credit +0.78
  • Max profit: $0.78 per share, $78 per condor, if XYZ finishes between $44 and $56.
  • Max loss: width − credit = $5.00 − $0.78 = $4.22, $422, if XYZ finishes below $39 or above $61. Only one side can lose, so the buying power held is $422, not $844.
  • Breakevens: $44 − $0.78 = $43.22 and $56 + $0.78 = $56.78.
  • Return on buying power at max profit: $78 ÷ $422 = 18.5% for 45 days.
  • Probability of finishing between the breakevens, from the deltas at those prices (about 0.12 and 0.11): roughly 77%.
XYZ at expiry Put spread owed Call spread owed Total owed P&L per share P&L per condor
35 5.00 0.00 5.00 −4.22 −$422
39 5.00 0.00 5.00 −4.22 −$422
41 3.00 0.00 3.00 −2.22 −$222
43.22 0.78 0.00 0.78 0.00 $0
44 0.00 0.00 0.00 +0.78 +$78
50 0.00 0.00 0.00 +0.78 +$78
56 0.00 0.00 0.00 +0.78 +$78
56.78 0.00 0.78 0.78 0.00 $0
59 0.00 3.00 3.00 −2.22 −$222
61 0.00 5.00 5.00 −4.22 −$422
65 0.00 5.00 5.00 −4.22 −$422
Iron condor 39/44 - 56/61 for 0.78 credit

  +78  |          ____________________
       |         /                    \
    0  |--------X----------------------X--------  X = 43.22 / 56.78
       |       /                        \
 -422  |______/                          \______
       +---+---+---+---+---+---+---+---+---+---+
       37  39  41  43  45  47  50  53  56  59  61  63   XYZ at expiry

Approximate Greeks per condor: delta about 0, gamma −4.4, theta +$1.80/day, vega −$5.10 per IV point. The position earns about $1.80 a day on a calm day, loses about $51 if IV jumps 10 points, and gets shorter gamma every day.

The strangle

Sell the same $44 put and $56 call, no wings. Credit $1.05, breakevens $42.95 and $57.05, undefined loss in both directions. Initial buying power under standard (Reg-T) margin is set by a formula, roughly 20% of the stock value minus the out-of-the-money amount plus the premium, per side, with the larger side held; here about $545.

Iron condor Short strangle
Credit $78 $105
Max loss $422 Undefined (about $4,295 at $0, plus)
Initial buying power $422 ~$545, and it rises as the stock approaches a strike or IV rises
Return on initial buying power 18.5% 19.3%
Legs to pay bid-ask on 4 2
Loss if XYZ = $38 at expiry −$422 −$495
Loss if XYZ = $30 at expiry −$422 −$1,295

At first glance they are the same trade with a slightly better ratio for the strangle and $27 more credit. The differences are all in the tail: the strangle's loss keeps growing, its buying power requirement grows with it (exactly when you have the least of it), and a fast gap can take it past any stop you set. The wings cost $27 per condor and cap all of that.

Building it

  1. Compute the expected move, or read it off the straddle.
  2. Put the short strikes just outside it, check they are near 15–20 delta on each side.
  3. Choose the wing width from the dollar loss you accept per condor (next lesson).
  4. Enter as a single four-leg order at or near the mid; never leg in one spread at a time.
  5. Record credit, max loss, breakevens and the plan: profit target, stop, and the 21-day exit.

Key idea: Expected move = price × IV × √(days/365); one standard deviation is where the 16-delta strikes sit. An iron condor sells a put spread below and a call spread above that range: max profit is the credit, max loss is one width minus the credit, only one side can lose. A strangle is the same without wings, and everything it gains is in the tail it leaves open.

Try it: Pick a liquid stock or index ETF. Compute the 45-day expected move from its IV, then check the ATM straddle price divided by 0.8. Build a condor with short strikes just outside the move and $5 wings in the options profit calculator; record credit, max loss, breakevens and the Greeks. Then remove the wings and note the change in credit and in buying power.

Recap

  • Expected move = price × IV × √(days ÷ 365); ATM straddle ≈ 0.8 × expected move.
  • An iron condor is a bull put spread plus a bear call spread; only one side can lose, so buying power is one width minus credit.
  • Max profit = credit; max loss = width − credit; breakevens = short strikes ± credit.
  • The condor here nets 0 delta, −4.4 gamma, +$1.80 theta and −$5.10 vega per contract.
  • A strangle collects more with no cap on loss and a margin requirement that grows when the trade goes wrong.