Search results

Your net liquidating equity is what is important. It is based on settlement prices for ALL positions. I don't know what you mean by "cost of carry." In a securities margin account, you can have a borrowing cost if your long positions are more than your equity. Futures accounts don't do that...

In general, you should base your decisions on your expectations, current option pricing and risk/reward. With this strategy, you should have the expectation that the underlying will be more volatile than current pricing implies, or you have a current up/down bias. Is the plan to continue to...

May 1, 2014, the OCC Financial Guarantee changed the way the took risk deposits from the clearing members. Before that, I think it was based on open interest. In 2014, they changed that to a blended allocation formula, with open interest, total risk margin and volume accounting for 50%, 35% and...

By purchasing a call, you can benefit from the stock going up with a lower capital allocation. That is leverage. You are looking at the end of the option lifespan vs the leverage today. The leverage is gone at expiration.

newwurldmn, We both know they don't do that. It is my expectation it is a form of self insurance to be paid for the extra risk rather than just making clients reduce to lower levels. It provides revenues not protection. bob

How does charging this fee protect your account or their firm if the activity is still allowed?

I'm happy to discuss your needs if you send me an email with your contact information. We accept foreign accounts and have great rates. Check out our website. Bob

Futures and options on futures have a settlement price and your net liquidating equity is based on that value. The difference between today and yesterday is your p/l for the day. Some of that will be realized and some unrealized p/l.

Corporate actions are handled by your broker. Check the settlement date of the action. On that date, you should see the new shares. Ask IB for that date.

Is there a document you can send me that ex Yes. https://www.opradata.com/specs/OPRA_FEE_Notice_9-30-2016_1.pdf sign up for alerts here: https://www.opradata.com/

Where will you get the market data from and how is it delivered? Will it be live or delayed? The answers to those questions will help you answer this. BTW, the NYSE is where it hurts the most. If you can make due with only NASDAQ, the fees are not bad. Bob

New update from OPRA-non-display policy. They raised their non-display fee to $2000/month but added an exception for those that qualify. September 30, 2016 Dear OPRA Data Recipient: The Options Price Reporting Authority is making two sets of changes in its Fee Schedule and its Policies with...

Handle123

Mr. Man to you.

In the early days of the internet, I did not want to use my name. I used "Udda Man". :D It's funny when you get spam addressed to Dear Udda.....

If it provides an edge, I'm all for it.

FSU, Please email me their name too. Good to have list of recommended experts.

Search for "mutual fund for sovereign debt". I found this: http://money.usnews.com/funds/mutual-funds/rankings/emerging-markets-bond I don't know enough about this to recommend one. Now that I no longer trade full time, I choose to make allocations to CTAs, but I'm comfortable with the risk...

First I would say that saying ONLY 10% (compounded) return rate is interesting, because if I could lock in 6% to 8% in my retirement account over many years with low inflation, this would be a great return with fixed income and low risk. To get 10% right now, I have to take on a fair amount of...

Now how do you monetize it?