Jade Lizard

Neutral

Sell OTM put + sell OTM call spread — no upside risk, income strategy.

Risk Profile

Max Profit
Total credit (no upside risk)
Max Loss
Put strike − Credit (downside only)
Breakeven
Put strike − Credit
Outlook
Neutral to bullish

Parameters

ParameterDefaultDescription
put_strike_pct0.95Short put strike (5% OTM)
call_short_pct1.05Short call strike (5% OTM)
call_long_pct1.10Long call wing (10% OTM)
dte45Days to expiration

Methodology

A jade lizard sells an OTM put (95% of spot) and an OTM call spread (sell 105% call, buy 110% call). The total credit exceeds the call spread width, eliminating upside risk entirely. The only risk is to the downside if the underlying falls below the put strike. It is a high-probability income strategy suited to neutral-to-bullish markets. Backtested with 45 DTE cycles.

Implementation

# Jade Lizard: sell OTM put + sell OTM call spread
for entry in monthly_entries:
    S = spot_at_entry
    K_put = round(S * 0.95 / 5) * 5  # sell put
    K_cs  = round(S * 1.05 / 5) * 5  # sell call (lower)
    K_cb  = round(S * 1.10 / 5) * 5  # buy call (upper wing)
    T = 45 / 365.25

    credit = (
        black_scholes_put(S, K_put, T, r, sigma)
      + black_scholes_call(S, K_cs, T, r, sigma)
      - black_scholes_call(S, K_cb, T, r, sigma)
    )

    S_exp = spot_at_expiry
    put_loss  = max(0, K_put - S_exp)
    call_loss = max(0, S_exp - K_cs) - max(0, S_exp - K_cb)
    pnl = credit - put_loss - call_loss
    pnl_pct = pnl / K_put * 100

Backtest Performance

SymbolReturn %SharpeMax DD %Win %Avg/trade %Trades
SPY-15.4%-0.38+17.6%+68.4%-0.8%19
QQQ-26.3%-0.51+27.5%+52.6%-1.4%19
IWM-42.5%-0.75+41.1%+31.6%-2.2%19
DIA-9.1%-0.26+12.2%+68.4%-0.5%19
Avg-23.3%-0.48+24.6%+55.3%19

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