6:1 margin for overnight stock positions at InteractiveBrokers

Discussion in 'Retail Brokers' started by maos, May 10, 2007.

Do you want IB to allow portfolio margin for accounts <100,000$

  1. Yes

    77 vote(s)
    58.8%
  2. No

    54 vote(s)
    41.2%
  1. maos

    maos

    Yes. You can get maybe even more than 6:1 leverage (stock, overnight) if you structure the trade/trades right.

    You don't even have to pair trade to be able to use that kind of leverage. I have only long positions in my account and I am able to use more than 5:1 overnight leverage.
     
    #31     May 22, 2007
  2. ids

    ids

    It is impossible to cover long stocks with short but PM will be lower then reg T if you have a well balanced multiple stock portfolio. Forget about it if you have only 2-3 stocks on the account.
     
    #32     May 22, 2007
  3. gkishot

    gkishot

    Why is that? 2 strongly correlated stocks, 1 long & 1 short, should bring down the margin commitment almost to 0. Example: long SPX, short SPY, the margin should be near 0.
     
    #33     May 22, 2007
  4. ids

    ids

    Your example is an index, not a stock. You will have an offset for correlated indices.
     
    #34     May 22, 2007
  5. rayl

    rayl

    Slightly different question -- does anyone have experience as to how long it takes PM to be approved? It said a few business days, but i's been ~10 calendar days for me, but I don't want to bother CS w/o giving processes 2 full wks (and probably wait until after Memorial Day) unless others experience a 2-3 day turnaround suggesting something is amiss!
     
    #35     May 22, 2007
  6. TGM

    TGM

    So portfolio margining treats everything as a futures contract with a span type margining?? I am going to have to read up on this and switch over.

    What about Forex trades? Difference in margining?
     
    #36     May 22, 2007
  7. ids

    ids

    It is a bit different than SPAN but idea is the same. Forex is not involved. PM affects only US stocks, options, and SSFs.
     
    #37     May 22, 2007
  8. maos

    maos


    Mine took 2 or 3 days to get approved...

    But that was almost immediately after they introduced it, maybe they have more applications now so it takes longer...
     
    #38     May 22, 2007

  9. I tried the TWS Protfolio Margin Demo. I put on 8 stocks 4 long and 4 short. I divided the "Initial Margin" number by the "Securites GPV" number and it came out to 15%. So I was getting 6:1 leverage on my 8 stocks, correct? Did I use the right numbers to figure that out?
     
    #39     May 22, 2007
  10. maos

    maos

    I use Excess Liquidity/Initial Margin*Leverage to get the max leverage I can use under current investing(stockpicking) rules.

    Also, the higher current leverage is the better estimate you get...
     
    #40     May 23, 2007