Part 3 of 3 | Strategy Guide

Understanding Options CFDs (Part 3): Speculation & Hedging

Practical strategies for speculation and portfolio hedging with Options CFDs.

Two Paths: Speculation and Hedging

In the first two parts we learned the basics of Options CFDs and understood why they are so attractive. Now let's get practical: How do you specifically use Options CFDs for your trading goals?

There are two main approaches: speculation (betting on price movements) and hedging (protecting your portfolio). Both have their place and can be optimally implemented at Libertex.

Speculation: Betting on Market Movements

With speculation you try to profit from expected price movements. Options CFDs offer ideal conditions for this:

Strategy 1: Directional Speculation

Bullish Speculation (Long)

You expect rising prices for Apple?

Approach:

  • Buy a CFD on Apple call option
  • If stock price rises, your CFD rises too
  • Close with profit

Bearish Speculation (Short)

You expect falling prices for Tesla?

Approach:

  • Sell a CFD on Tesla call option
  • If stock price falls, you profit
  • Cover position with profit

Advantage at Libertex: Zero spreads mean you keep the full profit – no hidden costs reduce your profit!

Strategy 2: Volatility Speculation

Profit from market movements without predicting an exact direction. Ideal before major events (earnings, Fed decisions, etc.).

Practical Example:

Scenario: Microsoft announces quarterly results

Your Expectation: Strong price movement (regardless of direction)

Your Position: Buy CFDs on both call and put options

Result: With strong movement, one side profits disproportionately

Strategy 3: Swing Trading with Options CFDs

Use medium-term trends and market cycles. Options CFDs without expiration dates are perfectly suited for this.

1
Identify Trend
Use technical analysis
2
Open Position
Secure with stop-loss
3
Close at Target
Realize profit

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Hedging: Protecting Your Portfolio

Hedging means protection – you protect your existing positions from losses. Options CFDs are a powerful tool for this:

Strategy 1: Portfolio Protection

You own a portfolio of stocks and want to protect against a market crash?

Step-by-Step:

1

Situation: You have €50,000 in German stocks (DAX)

2

Concern: Possible market crash in the coming months

3

Solution: Buy CFDs on DAX put options

4

Result: If DAX falls, your put CFDs rise and compensate losses

Advantage: You don't have to sell your stocks and can remain invested long-term.

Strategy 2: Individual Stock Protection

You hold a specific stock long-term but expect short-term weakness?

Example Scenario:

Starting Point:

You own 100 Tesla shares at €250 = €25,000

Situation:

Tesla releasing quarterly results soon – potential disappointment expected

Protection:

Buy CFDs on Tesla put options worth ~€5,000

Result:

If Tesla falls 20%, you lose €5,000 in stocks but gain ~€5,000 with put CFDs

Strategy 3: Currency Risk Protection

Do you own international stocks? Protect yourself against currency fluctuations!

Example: You hold US stocks worth €30,000. Worried about dollar weakness? Use CFDs on EUR/USD options for protection.

Protect Your Portfolio Now

Use Options CFDs at Libertex for professional hedging strategies – zero spreads, no expiration dates, full flexibility!

Risk Management: The Key to Success

Whether speculation or hedging – nothing works without risk management:

Best Practices

  • Always set stop-loss: Define your maximum risk
  • Position size: Never more than 2-3% of capital per trade
  • Diversification: Spread your risk across multiple trades
  • Leverage wisely: Higher leverage = higher risk

Common Mistakes

  • Over-leverage: Too much leverage can lead to total loss
  • Emotional trading: Stick to your plan
  • No stop-loss: Losses can get out of control
  • Overtrading: Quality over quantity

Important Note:

Both speculation and hedging require practice and experience. Use the free demo account at Libertex to test strategies risk-free!

Speculation vs. Hedging: When What?

SpeculationHedging
GoalGenerate profitLimit losses
RiskHigherControlled
Time HorizonShort to medium-termUsually medium-term
Capital InvestmentFlexible~10-20% of portfolio value
Ideal ForTraders with market viewLong-term investors

This Series:

Put Your Knowledge into Practice!

You now have complete knowledge about Options CFDs: basics, advantages, and practical strategies. Start at Libertex with zero spreads, over 300 instruments, and professional tools!

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Risk Warning: Trading CFDs and leveraged products involves significant risks and may not be suitable for all investors. You may lose more than your initial deposit. Make sure you fully understand the risks and seek independent advice if necessary. The strategies mentioned in this article are for educational purposes only and are not investment advice.

BeInOptions Team