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Per IB it seems that having a covered call on the stock itself shouldn't be an issue. - Clients maintain full control of loaned shares with no impairment as to: * Market exposure ( i.e., will continue to recognize profit or loss consistent with stock price move); * The ability to sell at...

I have been seeing payments in lieu of dividends, I didn't think anything of it. Is that what that would imply though?

Yes and several months ago it was lending, I assume the issue is related to what elt894 was saying

Very helpful, yes I've sold some SPX box spreads already the 425k to IB is seperate. So even if I zero out the 425k in margin loan with actual equity? So bringing my NAV to actual 140% of my margin requirement do you think I will be able lend?

I was looking over the specifics, it shows my leverage at 5.56. I think that is because they are calculating the gross position values of my short and long over my NAV, but not netting them out.

My Portfolio is as follows, I have a NAV of around 1.2Mil and IB initial margin of 1.127Mil. So my NAV is around 106% of my NAV. My excess liquidity is 150k and available funds are 71k. The market value of all my securities is around 3 Mil and I have short options covering pretty much all my...

Well you definitely hit on something I hadn't taken into account. I'm assuming the index/options would be 1256 contracts. Would you have any insight into two highly correlated positions I could take that would not fall into the 1256 category. I've seen a lot of companies in the same industry...

The thing is I have a 1.46mil in margin loan (2.651 in total securities) that I want to close out. So buying puts doesn't help me if anything it increases my margin loan. If I close out everything today I would have my 265k short term gain. The idea was the Jan 2020 box spread but splitting...

I would close out all my current positions now and book the 265k in short term profit. Essentially what I am looking at are utilizing leap options and building a box spread with expirations in 2020 where both runs are split amongst 2 different indexes, but with high correlations. I would put...

I don't really have any positions that have losses or at least nothing close to 265k. Unfortunately right now I don't have a tax status that allows me to expense the interest, so at a minimum I want to liquidate the 1.46mil in positions I hold. That still leaves me with my NAV of 1.205 mil to...

I took an aggressive leveraged run when the market bottomed out and am currently up 265k over my basis. I am terrified of hanging on for a year to wait for gains to turn to capital gains. I would normally be okay with banking some of the short term gain, but this year I am selling a rental...