2% ROI in One Week: Cash-Secured Put Order Filled Above Limit Price

When Your Order Gets Filled Better Than Expected

One of the most satisfying moments in options trading is placing a limit order and having it filled at a better price than you specified. In this trade walkthrough, we placed a cash-secured put order on Bath & Body Works (BBWI) at a $0.65 limit and were pleasantly surprised when it filled at $0.80 the next morning.

This single trade generated $80 in premium using $4,300 in collateral, delivering nearly 2% ROI in just one week. When you annualize that return, you're looking at approximately 104% annually. While past performance doesn't guarantee future results, this demonstrates the income generation potential of consistently selling cash-secured puts on quality underlying stocks.

Key Trade Details:
  • Ticker: BBWI (Bath & Body Works)
  • Strategy: Cash-Secured Put (Sell to Open)
  • Order Placed: Sunday evening at $0.65 limit
  • Filled: Monday 8:31 AM at $0.80
  • Strike Price: $43
  • Expiration: Friday, February 9th (5 days)
  • Collateral Required: $4,300
  • Premium Collected: $80 ($0.80 × 100 shares)
  • Weekly ROI: 1.86% ($80 / $4,300)

Strategic Order Placement: Setting Your Limit Price

When selling cash-secured puts, your limit price determines the minimum premium you're willing to accept. In this case, the order was placed Sunday evening on Schwab's thinkorswim platform with a $0.65 limit, targeting at least 1% ROI for the week.

Why the Better Fill Happened

The order filled at $0.80 instead of the $0.65 limit for several reasons:

  • Overnight Market Movement: Stock price or volatility may have shifted favorably between order placement Sunday evening and execution Monday morning
  • Pre-Market Volatility: Increased uncertainty in pre-market hours often leads to higher option premiums
  • Bid-Ask Spread Dynamics: Strategic limit orders positioned within the spread can capture better fills when market makers adjust their quotes
  • Opening Price Action: Early trading activity at 8:31 AM created temporary premium expansion

Calculating Your Minimum Acceptable Premium

Step 1: Determine your target weekly ROI (typically 1% or higher)

Step 2: Calculate collateral required = Strike Price × 100 shares
Example: $43 strike × 100 = $4,300 collateral

Step 3: Calculate minimum premium = Collateral × Target ROI
Example: $4,300 × 1% = $43 minimum premium

Step 4: Convert to per-contract limit price
Example: $43 ÷ 100 = $0.43 per share minimum

Result: In this trade, the $0.65 limit was well above the 1% minimum, and the $0.80 fill exceeded expectations by 23%.

This strategy of setting conservative limit orders and waiting for favorable fills allows you to be selective about which trades you take. You're not chasing every opportunity, only accepting premium that meets your minimum ROI requirements.

Tracking Your Cash-Secured Put in MyATMM

After the order filled on Monday morning, the next critical step is accurately recording the transaction in your cost basis tracking system. Using MyATMM simplifies this process and ensures you maintain accurate records for both performance tracking and tax purposes.

Step-by-Step Transaction Entry

Here's the exact workflow demonstrated in the video for tracking this BBWI cash-secured put:

  1. Navigate to Cost Basis Page: From the main MyATMM dashboard, access the Cost Basis tracking section
  2. Select the Ticker: Find BBWI in the dropdown menu (or add it if trading it for the first time)
  3. Create New Position: Since there were no existing BBWI positions, click to create a new position entry
  4. Enter Transaction Date: Backdate to February 5th (when the order actually executed)
  5. Select Transaction Type: Choose "Sell to Open" for the opening cash-secured put position
  6. Specify Option Type: Select "Put" from the option type dropdown
  7. Enter Contract Quantity: Input 1 contract (representing 100 shares of underlying obligation)
  8. Set Expiration Date: Enter Friday, February 9th (the weekly expiration)
  9. Input Strike Price: Enter $43 strike price
  10. Record Premium Received: Enter $0.80 per share (the actual fill price, not the $0.65 limit)
  11. Add Commission and Fees: Enter $0.65 commission and $0.02 in fees (standard for most brokers)
  12. Calculate Net Premium: Click the calculator icon to auto-calculate: $80.00 - $0.65 - $0.02 = $79.33 net
  13. Save Transaction: Confirm and save the record to your transaction history
Why Accurate Tracking Matters:

MyATMM automatically maintains a running total of all premium collected on each ticker. After saving this transaction, the system displayed total premium collected of $143.60 across all BBWI transactions. This cumulative tracking becomes essential when:

  • Calculating your true cost basis if assigned shares
  • Measuring overall profitability on a specific underlying stock
  • Reporting option income for tax purposes
  • Evaluating which tickers generate the most consistent premium income

Friday Expiration: Full Premium Capture

By Friday, February 9th, BBWI stock was trading above the $43 strike price. This is exactly what you want as a cash-secured put seller. When the stock stays above your strike at expiration, your put option expires worthless and you keep 100% of the premium with no assignment obligation.

What Happens at Expiration

When your cash-secured put expires worthless:

  • Premium Retained: The full $79.33 net premium (after commissions) is yours to keep
  • Collateral Released: The $4,300 that was held as collateral becomes available for your next trade
  • No Assignment: You have no obligation to purchase shares since the option finished out-of-the-money
  • Position Closed: The trade is complete and can be removed from active positions in MyATMM
  • Capital Recycling: That same $4,300 can immediately be deployed into a new cash-secured put for the following week

Recording Expiration in MyATMM

While you could wait until Monday to update your tracking system, it's good practice to mark expired positions as closed:

  1. Navigate to the BBWI position in Cost Basis
  2. Select the expired put contract
  3. Mark as "Expired Worthless" or simply remove it from active positions
  4. The premium remains in your transaction history and cumulative totals

The beauty of this weekly approach is you don't need to monitor positions daily. Checking once per week on Sunday allows you to review what expired, calculate new positions for the coming week, and place your orders for Monday execution.

Planning the Next Weekly Position on BBWI

After banking $79.33 from the expired position, the next step is evaluating whether to continue the wheel strategy on BBWI or move capital to a different underlying. The video demonstrates this weekly analysis process using thinkorswim's Analyze tab.

Evaluating the Next Week's Premium

For the upcoming expiration on February 16th (5 days out), the available premium was $0.50 at the preferred strike. Here's the thought process:

Expiration Date Days to Expiration (DTE) Premium Available Premium Per Day Analysis
February 16 5 days $0.50 $0.10/day Weekly baseline
February 23 12 days $0.85 $0.071/day Less efficient - only $0.35 more for 7 additional days
March 1 19 days $1.85 $0.097/day Most efficient - collecting more than weekly rate
March 8 26 days $2.00 $0.077/day Right at weekly rate ($0.50 × 4 weeks)

The Premium Efficiency Analysis

The March 1st expiration stood out because it offered $1.85 in premium for a 19-day period. If you break this down:

  • Collecting $0.50 weekly for 3 weeks would yield $1.50
  • The March 1st expiration offers $1.85, which is $0.35 more than the weekly rate
  • This translates to approximately $0.0974 per day vs $0.10 per day for the weekly
  • You're getting paid more per week by locking in the longer-dated contract
Notice the Earnings Jump:

When analyzing the March 1st expiration, there's a significant premium increase that correlates with BBWI's earnings date. Options premiums typically expand before earnings announcements due to increased implied volatility. While this offers higher income potential, it also introduces additional risk if the stock makes a large move on earnings news.

Why Stick With Weekly Expirations

Despite the slightly better premium efficiency on the March 1st contract, the video demonstrates a preference for continuing with weekly expirations. Here's why:

  • Capital Flexibility: Weekly contracts free up collateral faster, allowing quicker reactions to market changes
  • Reduced Directional Risk: Less time for the stock to move significantly against your position
  • Earnings Risk Avoidance: Weekly options often expire before earnings events
  • Consistency: Maintaining a routine weekly workflow simplifies position management
  • Premium Capture: Even if individual weekly premiums are slightly lower, over time the consistency compounds

Placing the Next Cash-Secured Put Order

After deciding to continue with BBWI for another weekly cycle, the next step is determining the optimal limit price for the February 16th expiration.

Bid-Ask Spread Analysis

The February 16th expiration showed a bid-ask spread of $0.50 to $0.65. This 15-cent spread is relatively wide, which creates both opportunity and risk:

Calculating Your Limit Price Within the Spread

Bid Price: $0.50 (price market makers are willing to pay)

Ask Price: $0.65 (price market makers want to receive)

Spread Width: $0.15

Midpoint: ($0.50 + $0.65) ÷ 2 = $0.575

Limit Price Selected: $0.57 (just below midpoint)

Rationale: Placing a limit slightly below the midpoint increases fill probability while still capturing favorable premium above the bid price.

Expected Premium and ROI

At a $0.57 limit price, the expected premium collection would be:

  • Gross Premium: $57.00 ($0.57 × 100 shares)
  • Estimated Commission: $0.65
  • Estimated Fees: $0.02
  • Net Premium: $56.33
  • Collateral Required: $4,472 (based on $44.72 stock price at time of order)
  • Expected ROI: 1.26% for the week
Why the Expected Premium Decreased:

The projected $56.33 net premium is notably less than the $79.33 collected the previous week. This difference is primarily due to the stock price dropping approximately $0.70 from the prior week, which reduces the collateral requirement and naturally compresses option premiums. Despite the lower dollar amount, the percentage ROI of 1.26% remains attractive and above the minimum 1% weekly threshold.

Scaling Your Cash-Secured Put Strategy

While the examples in this walkthrough use single contracts for demonstration purposes, the beauty of this strategy is its scalability. The percentages and risk characteristics remain consistent whether you're trading 1 contract or 100.

How Contract Quantity Affects Your Returns

Contracts Premium (@ $0.57) Collateral Required Weekly ROI Annual ROI (Est.)
1 $57.00 $4,472 1.26% 65.5%
10 $570.00 $44,720 1.26% 65.5%
50 $2,850.00 $223,600 1.26% 65.5%
100 $5,700.00 $447,200 1.26% 65.5%

As demonstrated in the table above, the percentage returns remain identical regardless of how many contracts you trade. What changes is the absolute dollar amount of premium collected and capital required.

Important Scaling Considerations

Before increasing your contract quantity, consider these factors:

  • Assignment Risk: Remember that if assigned, 10 contracts means buying 1,000 shares (not 100). Ensure you have sufficient buying power or are comfortable owning that position size.
  • Diversification: Concentrating too much capital in a single underlying increases risk. Many traders spread across 3-10 different stocks rather than loading up on one.
  • Liquidity Considerations: Larger contract quantities may experience wider bid-ask spreads and slower fills, particularly on less liquid underlying stocks.
  • Commission Impact: Some brokers charge per-contract fees. At scale, these can add up and reduce net returns.
  • Tax Implications: Higher premium income increases taxable income. Consult with a tax professional about your specific situation.

Recommended Scaling Approach

Phase 1: Start with 1 contract per position to learn the mechanics and build confidence

Phase 2: Once comfortable, scale to 2-5 contracts per position while diversifying across multiple tickers

Phase 3: As capital and experience grow, allocate position sizes based on portfolio percentage (e.g., 5% max per ticker)

Phase 4: Advanced traders may run 10-50 contracts per position, but only after mastering assignment management, rolling strategies, and risk mitigation techniques

Order Execution and Weekly Management Routine

After confirming the limit price of $0.57, the order was sent through thinkorswim's order entry system. The order queues for Monday morning execution, and if market conditions are favorable, it should fill at or better than the $0.57 limit (as happened with the previous week's $0.80 fill on a $0.65 limit).

What Happens Monday Morning

On Monday morning, there are three possible outcomes:

  • Order Fills at Limit or Better: Ideal scenario where your $0.57 order executes at $0.57 or higher (similar to the $0.80 fill from the previous week)
  • Order Partially Fills: If trading multiple contracts, you might get filled on some but not all at your limit price
  • Order Doesn't Fill: If premium contracts below your limit or market conditions change, you may need to adjust your limit price or wait for volatility to increase
Managing Unfilled Orders:

If your order doesn't execute Monday morning, you have several options: (1) Wait to see if volatility increases during the day, bringing premiums back up to your target, (2) Adjust your limit price lower if you're willing to accept less premium, (3) Cancel the order and look for better opportunities on different underlying stocks, or (4) Wait until later in the week when time decay accelerates and premiums may expand.

The Weekly Cash-Secured Put Workflow

The video emphasizes the power of a consistent weekly routine that doesn't require daily monitoring:

  1. Sunday Evening: Review expired positions from Friday, analyze potential trades for the coming week, place limit orders for Monday execution
  2. Monday Morning: Check if orders filled, adjust limit prices if needed, confirm all fills are tracked in MyATMM
  3. Tuesday-Thursday: Optional check-ins to monitor extrinsic value and identify rolling opportunities if positions move against you
  4. Friday: Let options expire if out-of-the-money, or manage assignments if in-the-money
  5. Repeat: Return to step 1 the following Sunday

This once-per-week engagement model makes cash-secured put selling accessible to traders who don't want to monitor positions constantly. You can maintain other commitments throughout the week while consistently generating option premium income.

How MyATMM Simplifies Cash-Secured Put Tracking

Throughout this trade example, MyATMM served as the central tracking hub for accurately recording transactions, calculating net premium after fees, and maintaining cumulative performance metrics. Here's why purpose-built cost basis tracking matters for option sellers:

Key Features Demonstrated in This Trade

  • Transaction-Level Detail: Record every open, close, assignment, and adjustment with strike, expiration, and premium data
  • Automatic Fee Calculations: Enter commission and fees once, and MyATMM calculates your true net premium
  • Cumulative Premium Tracking: See total premium collected per ticker over time (like the $143.60 total on BBWI)
  • Proposed Cost Basis: Know exactly what your cost basis will be if assigned shares on your active puts
  • Assignment Management: When puts are exercised, MyATMM adjusts your cost basis automatically, factoring in all collected premium
  • Portfolio Overview: Switch between detailed ticker view and portfolio-wide performance summary
Why Accurate Cost Basis Matters:

If this BBWI put had been assigned instead of expiring worthless, you would own 100 shares at $43 per share. However, your true cost basis would be $43.00 minus the $1.44 in cumulative premium collected ($143.60 total premium ÷ 100 shares), resulting in an adjusted cost basis of $41.56 per share. Most brokerage platforms don't track this adjustment automatically, leading to inaccurate performance reporting and potential tax miscalculations.

Free Account Benefits

MyATMM offers a free account tier that allows tracking up to 3 tickers forever. This is perfect for traders who:

  • Focus on a small number of core holdings for wheel strategy execution
  • Want to try the platform before committing to a paid membership
  • Run cash-secured puts on just a few high-quality dividend stocks
  • Need accurate cost basis tracking without spreadsheet complexity

As your trading expands beyond 3 tickers, paid memberships start at just $4.95/month for unlimited ticker tracking, making it significantly more affordable than complex portfolio management software while staying focused exclusively on the needs of option sellers.

Risk Management for Cash-Secured Put Sellers

While this BBWI trade resulted in full premium capture with no assignment, it's essential to understand the risks involved in cash-secured put selling and how to manage them effectively.

Primary Risks

  • Assignment Risk: If BBWI had dropped below $43 by Friday expiration, you would be obligated to purchase 100 shares at $43 each, regardless of current market price
  • Opportunity Cost: Your $4,300 collateral is locked up for the week and can't be deployed elsewhere
  • Downside Exposure: While you collected $80 premium, if the stock dropped $5 per share, you'd face a $500 unrealized loss if assigned (though this can be managed through covered calls)
  • Early Assignment: Rare for out-of-the-money puts, but possible if the stock pays a dividend or experiences extreme volatility

Risk Mitigation Strategies

Experienced cash-secured put sellers employ several techniques to manage these risks:

  • Only Sell Puts on Stocks You Want to Own: If assigned, you should be comfortable holding the shares long-term or selling covered calls against them
  • Monitor Extrinsic Value: If a position moves against you, watch extrinsic value closely. When it drops near zero, consider rolling the position to a later expiration or lower strike
  • Set Position Limits: Don't allocate more than 5-10% of your portfolio to a single underlying, even if the premium looks attractive
  • Maintain Adequate Buying Power: Always ensure you can cover potential assignments without forced liquidations
  • Diversify Across Sectors: Avoid concentrating cash-secured puts in correlated stocks (e.g., all tech or all retail)
  • Use Technical Analysis: Identify support levels and avoid selling puts with strikes below strong support zones

What If You Get Assigned?

Assignment isn't a failure—it's part of the wheel strategy. If assigned shares:

  1. Your cost basis is reduced by all premium collected on puts
  2. Begin selling covered calls at or above your adjusted cost basis
  3. Collect additional premium while waiting for the stock to recover
  4. Potentially earn dividends if the underlying pays quarterly distributions
  5. Eventually exit through call assignment or manual sale when profitable

Key Takeaways: Consistent Weekly Income Through Cash-Secured Puts

This BBWI trade walkthrough demonstrates the practical execution of weekly cash-secured put selling as an income generation strategy. While results will vary based on market conditions, underlying selection, and timing, the fundamental principles remain consistent.

Summary of Important Lessons

  • Strategic Limit Orders Pay Off: Setting a conservative $0.65 limit resulted in a better $0.80 fill due to favorable market conditions
  • Target Minimum ROI Thresholds: Requiring at least 1% weekly ROI ensures you only take trades with adequate compensation for risk
  • Track Everything Accurately: Using MyATMM to record transaction details ensures accurate cost basis and performance measurement
  • Weekly Cycles Offer Flexibility: Five-day expirations allow rapid capital recycling and reduced directional risk compared to monthly options
  • Premium Efficiency Analysis Matters: Comparing premium-per-day across expirations helps identify the most favorable risk-reward setups
  • Scalability Without Complexity: The strategy works identically whether trading 1 contract or 100, with percentage returns remaining consistent
  • Weekly Management is Sufficient: You don't need daily monitoring—a consistent Sunday evening routine combined with Monday morning order checks is adequate
  • Full Premium Capture is the Goal: When positions expire worthless, you keep 100% of collected premium while freeing collateral for the next trade

The nearly 2% weekly return on this BBWI cash-secured put translates to approximately 104% annualized return when compounded consistently. While no strategy guarantees these results every week, maintaining disciplined position selection, risk management, and accurate tracking creates a framework for generating consistent option income over time.

Important Risk Disclosure

Options trading involves substantial risk and is not suitable for all investors. Cash-secured put selling obligates you to purchase shares at the strike price regardless of how far the stock price declines. Past performance, including the 2% weekly ROI demonstrated in this example, does not guarantee future results.

The scenarios described in this article are for educational purposes only and should not be considered personalized financial advice. Before engaging in options trading, consider your investment objectives, risk tolerance, and financial situation. Consult with a qualified financial advisor or tax professional regarding your specific circumstances.

Annualized returns assume consistent weekly performance, which is unrealistic in actual trading conditions. Market volatility, assignment events, and changing premium levels will affect real-world results. Always understand the mechanics and risks of any options strategy before deploying capital.

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Original Content by MyATMM Research Team | Published: February 11, 2024 | Educational Use Only