Cash-Secured Put Assignment Checklist
Cash-secured put assignment checklist: review effective cost basis, position sizing, event risk, and post-assignment plan before expiration.
Frequently asked questions
Is assignment always bad for cash-secured puts?
No. Assignment is often an intended outcome if the stock and effective cost basis still fit your plan.
Should I roll every put that is near assignment?
Not automatically. Rolling can help in some cases, but your decision should depend on stock thesis, strike quality, and position sizing rules.
What is the most important assignment checkpoint?
Most traders prioritize effective cost basis plus resulting share size. If those two fail your rules, act before expiration.