Recent content by tonyf

Pro

I have no idea but one can opt out of internalization if one wishes.

Dear Client, We are writing to advise you of a change in how IBKR will handle certain orders to buy or sell stocks. Up until now, IBKR has always acted solely as the customer’s agent in executing all customer orders in exchange-traded products (except for fractional shares of stock), meaning...

thanks for that.

Got you. I imagine you calculate both for the same timeframe?

I don't pay attention to broker-generated risk metrics really, but rely on my own spreadsheets instead (very simplistic stuff and old school). I have just been playing with IBKR's statements and produced something very exhaustive with PortfolioAnalyst, from inception to date: Reading about...

about 1% of assets per annum from what I understand. that's not insignificant and probably pays for their tail risk insurance. So I am not disputing it but just want to understand how much concentration in 1 equity triggers it.

of course I did. I am only posting her since I miss those cute replies.

"Holding one or more highly concentrated single position(s) generally expose an account to significant risk exposure and, hence, increases the likelihood of an account being assessed an Exposure Fee. Managing risk through diversification and hedging may reduce the risk and reduce or eliminate...

With a base rate terminal value projected to reach 5%, margin rates are becoming very expensive. Are there any turnkey brokers out there offering larger margins (8 digits) for a lower rate than IBKR?

The OP made his money analysing regional banks and underwriting puts against their balance sheets :) FCF is what matters more than any other indicator.