Cash-Secured Put Assignment: Wheel Strategy Weekly Review and New Covered Call on MRVL

Managing Your First Assignment: From Cash-Secured Put to Covered Call

Getting assigned on a cash-secured put is not a failure—it's simply the next step in the wheel strategy. When you sell a cash-secured put and the stock price falls below your strike price, assignment means you now own 100 shares of stock at your predetermined price. The key to successful wheel strategy execution is knowing exactly how to handle this transition and continue generating premium income.

This article walks through a real assignment on Marvell Technology (MRVL), demonstrating the complete process: logging the assignment transaction, updating your cost basis, and immediately setting up new option positions to keep the income flowing. Whether you're tracking positions manually or using specialized software, understanding this workflow is essential for consistent option selling success.

When your cash-secured put gets assigned, you transition from holding a short put position to owning the underlying stock. This creates an opportunity to sell covered calls on your newly acquired shares while simultaneously selling another cash-secured put at a lower strike price—a strategy known as bilateral trading that accelerates your path back to profitability through dollar cost averaging.

Key Principle: Assignment on a cash-secured put is not a loss—it's the planned continuation of the wheel strategy. By keeping your collected premium and immediately setting up new option positions, you maintain continuous income generation while working to lower your cost basis through strategic position management.

Step-by-Step: Logging Your Cash-Secured Put Assignment

Proper assignment tracking begins with understanding exactly what happened in your brokerage account. When a cash-secured put expires in-the-money, you're obligated to purchase 100 shares per contract at the strike price, regardless of the current market price. In the MRVL example, the $37 put expired with the stock trading at $36.10, triggering automatic assignment.

Recording the Assignment in Your Tracking System

The assignment process involves two critical components that must be recorded accurately:

  • Expiring the Put Contract: Mark the put position as assigned (not expired worthless). The collected premium of $99 remains yours to keep, representing profit from the option sale even though assignment occurred.
  • Adding the Stock Position: Record the purchase of 100 shares at $37.00 per share ($3,700 total). This becomes your starting cost basis, though premium collected throughout the trade cycle effectively lowers this number.
  • Assignment Date Tracking: Document the exact assignment date for accurate tax records and performance tracking. Assignment typically occurs over the weekend following Friday expiration.
  • Position Type Designation: Ensure your tracking system properly categorizes this as a stock purchase resulting from assignment, not a regular stock buy order.

MRVL Assignment Example

Original Put Position:

  • Strike Price: $37.00
  • Premium Collected: $99.00
  • Expiration: Friday (January 6, 2023)
  • Stock Price at Expiration: $36.10

Assignment Result:

  • Action: Buy to Open 100 shares
  • Purchase Price: $37.00/share
  • Total Cost: $3,700
  • Current Market Value: $3,606 (100 shares × $36.10)
  • Unrealized Loss: -$94 (offset by $99 premium kept)

Understanding Cost Basis After Assignment

After assignment, your cost basis appears to be $37.00 per share based on the purchase price. However, your true cost basis is lower when accounting for the premium collected. Many brokers don't automatically adjust your cost basis for options premium, making independent tracking essential for accurate profit calculations.

With $99 collected in premium, your effective cost basis drops to approximately $36.01 per share ($3,700 - $99 = $3,601 ÷ 100 shares). This distinction becomes crucial when selecting strike prices for your next covered call—you want to target strikes that generate profit above your true cost basis, not just the purchase price.

Cost Basis Reality Check: While your brokerage shows a $37 cost basis, the $99 premium you collected effectively reduces your basis to $36.01. This is why dedicated cost basis tracking for option sellers is essential—your broker's numbers don't tell the complete story of your true position profitability.

Establishing Bilateral Trading: The Next Phase of the Wheel Strategy

Once you've logged the assignment, immediately shift focus to the next income opportunity. The bilateral trading approach involves simultaneously selling a covered call on your newly acquired shares and selling another cash-secured put at a lower strike price. This two-sided strategy generates premium from both positions while creating multiple paths to profitability.

Selecting Your Covered Call Strike Price

Covered call selection after assignment requires careful consideration of your cost basis and profit goals. You have two primary approaches:

  • Target Your Purchase Price: Selling calls at or above your $37 assignment price ensures any stock appreciation generates profit. In this example, the $37 call offered $80 premium for the upcoming Friday expiration.
  • Target Your Effective Cost Basis: With premium-adjusted basis around $36, you could theoretically sell the $36.50 call for more premium ($100+). However, this means accepting a small loss on the stock sale, offset by total premium collected throughout the trade cycle.

The conservative approach—and the one recommended for maintaining consistent profitability—is targeting your original purchase price ($37) or higher. This ensures you capture both stock appreciation and option premium, maximizing total return. Only consider selling below your purchase price if you need to exit the position due to fundamental concerns about the underlying company.

Choosing Your Cash-Secured Put Strike

The second component of bilateral trading is selling another cash-secured put below your current position. This serves two critical purposes:

  • Additional Premium Income: Collect more option premium regardless of whether assignment occurs, adding to your cumulative profit on this ticker.
  • Lower Cost Basis Through Dollar Cost Averaging: If assigned on this lower put, you'll acquire more shares at a reduced price, lowering your average cost basis across all shares held.

In the MRVL example, the $36 at-the-money put offered approximately $115 in premium for the weekly expiration. Since the stock was trading at $36.10, this represents an at-the-money strike with strong premium relative to time. If assigned at $36, the average cost basis across 200 shares would drop to $36.50 per share before accounting for additional premium collected.

Bilateral Trade Setup on MRVL

Current Position After Assignment:

  • Stock Owned: 100 shares at $37.00
  • Current Stock Price: $36.10
  • Premium Collected To Date: $99

New Covered Call (Sell to Open):

  • Strike: $37.00
  • Expiration: Friday (5 trading days)
  • Premium Target: $80
  • Outcome if Assigned: Break even on stock + keep all premium

New Cash-Secured Put (Sell to Open):

  • Strike: $36.00
  • Expiration: Friday (5 trading days)
  • Premium Target: $115
  • Outcome if Assigned: Lower average cost basis to $36.50

Total Weekly Premium Potential: $195 ($80 + $115)

The At-the-Money Advantage

Notice both selected strikes (the $37 call and $36 put) are at-the-money or very close to it. This is the core principle behind "MyAtTheMoneyMachine"—at-the-money options offer optimal premium collection for the time duration involved. While you could sell far out-of-the-money options with lower assignment risk, the premium collected would be significantly reduced.

At-the-money options provide the highest extrinsic value (time value) relative to their probability of assignment. For weekly options on liquid stocks with high option volume like MRVL, this extrinsic value decays rapidly in your favor, allowing you to collect meaningful premium even with just five trading days until expiration.

Professional Order Entry: Pricing Between the Bid-Ask Spread

Order execution technique directly impacts your profitability. Rather than accepting the current market price, professional option sellers strategically price their orders within the bid-ask spread to capture additional value. This technique becomes second nature with practice but can add 5-15% to your premium collection over time.

Understanding the Bid-Ask Spread

When viewing an option chain, every strike price displays two critical numbers:

  • Bid Price: What buyers are currently willing to pay (what you'll receive if you sell at market)
  • Ask Price: What sellers are currently demanding (what you'll pay if you buy at market)

The middle point between these two prices represents fair value based on current market conditions. By placing limit orders at or slightly above the midpoint when selling options, you increase your premium collection without significantly reducing your fill probability.

Practical Bid-Ask Targeting

The MRVL covered call example demonstrates this principle in action. If the $37 strike shows a bid of $0.78 and ask of $0.82, the midpoint is $0.80. Instead of accepting the $0.78 bid price, place your limit order at $0.80. For high-volume options like MRVL weeklies, this order typically fills quickly, netting you an extra $2 per contract.

As a general guideline for weekly options on liquid stocks:

  • Tight Spreads ($0.05 or less): Price exactly at midpoint
  • Moderate Spreads ($0.05-$0.15): Price $0.01-$0.02 above midpoint
  • Wide Spreads ($0.15+): Start at midpoint, adjust down if not filled within first hour of trading

Order Entry Best Practice: Always verify you're receiving a credit when selling options. Before confirming any order, double-check that the "credit" field shows the expected amount. This simple verification prevents costly mistakes like accidentally buying options when you intended to sell them.

Timing Your Order Entry

The example demonstrates entering orders on Sunday when markets are closed. This is intentional—you can review positions calmly, research strike prices, and place orders that will execute when the market opens Monday morning. This approach removes the pressure of live market movement and allows for more thoughtful decision-making.

For weekly expirations, Sunday evening order entry ensures you're first in the queue Monday morning when option volume surges. If your orders don't fill within the first 30-60 minutes of trading, you can quickly adjust pricing by pennies rather than losing an entire day of time decay waiting to place orders.

Risk Management: Understanding Open Interest and Liquidity

Before executing any option trade, examine two critical data points that reveal market liquidity: open interest and daily volume. These indicators tell you how easily you can enter and exit positions at fair prices.

Open Interest Analysis

Open interest represents the total number of outstanding option contracts at a specific strike price. Higher open interest indicates an active, liquid market where your orders will fill quickly at competitive prices. For weekly options, look for open interest in the hundreds or thousands at your target strike prices.

In the MRVL example, all selected strikes (the $36 put, $37 call) showed open interest in the hundreds with strong daily volume. This confirms MRVL options are liquid enough for reliable weekly trading, meaning bid-ask spreads remain tight and fills occur quickly even during normal market hours.

When to Avoid Covered Calls Below Cost Basis

A critical risk management decision emerges after assignment: Should you ever sell covered calls below your purchase price? The answer depends entirely on your outlook for the underlying company.

Conservative approach (recommended): Only sell calls at or above your purchase price ($37 in the MRVL example). This ensures any stock appreciation generates profit while you continue collecting premium. Your patience is rewarded as the stock recovers.

Aggressive exit approach: If fundamental analysis reveals deteriorating company prospects (weak earnings, industry disruption, management issues), you might sell calls below your purchase price to exit the position quickly. Accept a small loss on the stock sale but consider it offset by all premium collected throughout the trade cycle.

Exit Strategy Guideline: Only target cost basis adjusted for premiums when you have serious concerns about the underlying company's future. If your fundamental thesis remains intact, maintain discipline by selling calls at or above your purchase price while using cash-secured puts to lower your average cost through dollar cost averaging.

Accelerating Recovery: Dollar Cost Averaging Through Strategic Assignments

The bilateral trading strategy employed after assignment serves a powerful purpose beyond immediate premium collection—it systematically lowers your average cost basis through intentional dollar cost averaging. Each time you get assigned on a lower-strike cash-secured put, you're effectively buying the dip while collecting premium for doing so.

How Assignment-Based Dollar Cost Averaging Works

Consider the MRVL position evolution:

  • First Assignment: 100 shares at $37.00 = $3,700 total investment
  • Potential Second Assignment: 100 shares at $36.00 = $3,600 additional investment
  • Combined Position: 200 shares with average cost basis of $36.50 per share
  • Premium Collected: $99 (first put) + $80 (covered call) + $115 (second put) = $294
  • Effective Cost Basis: $36.03 per share when accounting for all premium ($7,300 - $294 = $7,006 ÷ 200 shares)

This systematic approach transforms temporary stock price weakness into an advantage. While traditional investors watch their positions decline in value, option sellers continue generating income and methodically reducing their cost basis with every assignment cycle.

The Continuous Wheel in Action

What's often called "the wheel strategy" assumes a single revolution: sell puts until assigned, sell calls until assigned, exit. This simplified version misses the power of continuous bilateral trading, especially when stock prices move sideways or decline temporarily.

The continuous wheel approach maintains positions on both sides simultaneously:

  • Own 100+ shares: Sell covered calls at or above your average cost basis
  • Simultaneously: Sell cash-secured puts at strikes that lower your average cost if assigned
  • Collect premium regardless of which option expires worthless or gets assigned
  • Adjust strikes weekly based on current stock price and your evolving cost basis

This methodology generates income whether the stock rises (covered calls), falls (cash-secured puts), or trades sideways (both expire worthless, repeat next week). The only scenario that challenges this approach is extreme stock price collapse combined with deteriorating fundamentals—which is why stock selection and fundamental analysis remain critical even for option-focused strategies.

How MyATMM Simplifies Assignment Tracking and Cost Basis Management

The assignment workflow demonstrated in this article highlights a common challenge for option sellers: accurately tracking cost basis across multiple transaction types. Manual spreadsheet tracking becomes error-prone when you're managing assignments, rolled positions, dividend payments, and option premium across multiple tickers simultaneously.

MyATMM was purpose-built to solve this exact problem. The platform automatically:

  • Tracks Assignment Transactions: Seamlessly record cash-secured put assignments that convert to stock positions, maintaining complete transaction history
  • Calculates True Cost Basis: Automatically incorporates option premium into your cost basis calculations, showing both purchase price and premium-adjusted effective cost basis
  • Manages Bilateral Positions: Track covered calls and cash-secured puts on the same ticker simultaneously, seeing how each impacts your overall position profitability
  • Displays Proposed Cost Basis: See what your cost basis will become if current cash-secured puts get assigned, helping you plan your next covered call strike selection
  • Generates Proposed Transaction Records: Helper tools automatically create properly formatted transaction entries from your open positions, eliminating manual data entry errors

Real-World Efficiency: What takes multiple spreadsheet cells, formulas, and manual updates in Excel happens automatically in MyATMM. Log your assignment, click to generate new position records, and instantly see your updated cost basis with all premium factored in—exactly what you need to confidently select your next strike prices.

The platform supports the exact workflow demonstrated in this MRVL example: marking positions as assigned, recording stock purchases at assignment prices, and immediately planning your next bilateral trades with full visibility into how they'll impact your cost basis. For traders managing multiple wheel strategy positions across 5, 10, or more tickers, this automation transforms assignment from a tedious administrative task into a quick 2-minute process.

Key Takeaways: Mastering Assignment Management in the Wheel Strategy

Successfully managing cash-secured put assignments separates consistent option sellers from those who struggle with the strategy. The principles demonstrated through this MRVL trade apply universally across all wheel strategy positions:

  • Assignment Is Planned, Not Accidental: When you sell cash-secured puts, assignment at expiration is always a possibility. Prepare for this outcome by ensuring you want to own the stock at your strike price and have capital ready for the purchase.
  • Accurate Record-Keeping Drives Better Decisions: Knowing your true cost basis (including all premium collected) informs intelligent strike selection for subsequent covered calls. Track every transaction immediately to maintain clarity.
  • Bilateral Trading Accelerates Profitability: Simultaneously selling covered calls and cash-secured puts generates premium from both positions while creating multiple paths to profit through stock appreciation or further dollar cost averaging.
  • At-the-Money Options Maximize Premium: Target strikes at or very near the current stock price to collect the highest extrinsic value for the time duration involved, especially for weekly options.
  • Discipline Around Cost Basis Protects Capital: Resist the temptation to sell covered calls below your purchase price unless fundamentals have deteriorated. Patience combined with dollar cost averaging produces better long-term results.
  • Order Execution Technique Matters: Pricing your orders at or above the bid-ask midpoint consistently adds 5-15% to total premium collected over time, compounding significantly across dozens of trades.

Quick Reference: Post-Assignment Action Checklist

  1. Verify assignment in your brokerage account (100 shares per contract)
  2. Log the assignment transaction in your tracking system with accurate purchase price
  3. Calculate your true cost basis including all premium collected to date
  4. Review current stock price and option chain for upcoming weekly expiration
  5. Select covered call strike at or above your purchase price (target midpoint premium)
  6. Select cash-secured put strike that lowers average cost if assigned (target midpoint premium)
  7. Enter both orders with limit prices above bid-ask midpoint
  8. Verify both orders show credit (you're receiving money)
  9. Monitor fills next trading day, adjust pricing if necessary
  10. Update tracking system once fills are confirmed

The wheel strategy thrives on systematic, repeatable processes. Each assignment is simply the next step in a continuous cycle of premium collection. By maintaining disciplined position management, accurate cost basis tracking, and strategic strike selection, you transform stock assignments from concerning events into profitable opportunities that accelerate your path to consistent income generation.

Risk Disclaimer

Options trading involves significant risk and is not suitable for all investors. Past performance does not guarantee future results. Cash-secured puts obligate you to purchase stock at the strike price if assigned, requiring sufficient capital and willingness to own shares potentially below current market prices. Covered calls cap your profit potential on stock appreciation. Assignment can occur at any time before expiration, particularly if options move deep in-the-money.

The strategies discussed in this article are for educational purposes only and should not be considered financial advice. Every trading decision should be made based on your individual financial situation, risk tolerance, investment goals, and time horizon. Always consult with a qualified financial advisor before implementing any options trading strategies.

Dollar cost averaging through options assignments does not guarantee profitability. Stock prices can decline significantly below your cost basis, resulting in substantial unrealized or realized losses. The wheel strategy works best with fundamentally strong companies where you're comfortable holding long-term positions. Never sell puts on stocks you wouldn't want to own or can't afford to purchase.

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Original Content by MyATMM Research Team | Published: January 8, 2023 | Educational Use Only