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The best example is Dimensional Fund Advisors' small cap value fund, which was launched 30 years ago coinciding with wide publication of the value premium anomaly.

I do not understand the difference between having a NAV > USD 100.000 and NAV < USD 100.000, if it does not mean that you earn interest below USD 10.000 when NAV > USD 100.000. In other words, what does this mean: "Accounts with a Net Asset Value (NAV) of USD 100,000 (or equivalent) or more are...

From IB website: “Accounts with a Net Asset Value (NAV) of USD 100,000 (or equivalent) or more are paid interest at the full rate for which they are eligible. Accounts with NAV of less than USD 100,000 (or equivalent) receive interest at rates proportional to the size of the account. There will...

No, I never made money in options. I miss him too.

https://www.businesswire.com/news/home/20230726174038/en/Surf-Air-Mobility-Announces-Update-Regarding-NYSE-Reference-Price-and-Common-Stock-Outstanding To make the number of shares offered dependent on the opening price?

Below is the answer from ChatGBT. But in this answer I do not really see the big difference compared to regular run-of-the-mill discount brokers? ChatGBT: "Prime brokerage is a bundled group of services that investment banks and other financial institutions offer to hedge funds and other large...

Indonesia allows remote workers to live in Indonesia tax-free, as long as their income derives from businesses based outside of Indonesia. The visa is referred to as a "digital nomad visa". Does anyone have real experience with this...

If you keep up your good but average performance you will turn 1 million into 20 billion in five years.

A hard landing looks like a soft landing until it is not.

There seem to be a lag before stocks are loaned out. I assume stocks can only be loaned out after they have settled T+2 days. Does that also work in the other end, so stocks can be loaned out 2 days after you have sold them?

Ok, so for it to be 140%, the stocks bought for the USD 1 million borrowed funds, must increase to 1.4 million USD, before they can be loaned out. Is that how you would interpret it? So the margin debit balance refers to the total amount of money that you've borrowed from your broker to...

Example: 1 million USD invested in stocks fully paid. 1 million USD borrowed on margin invested in stocks. In this case the ratio is 100% or 200%?

Thank you. Do you know what the logic of the latter is?

Can you loan out stocks bought on margin at IB and receive borrow fee? I believe the answer is no.

A large inactive account generates income for IB.

It still exists. It does not matter whether you are a business or an individual. What matters is the income you generate for IB.

LANV June 29th. What do you mean by “used some settlement rate?”

Real example. Fee rates are of course annualised. I look at the fee rate in TWS. It is above 600%. A couple of days later, I look up the fee rate using the "analytical tool" SLB rates. The fee rate again was above 600%. The real rate included in my activity statement: 333% of which I receive...

At IB they are excluded per default. You enable trading of them if you want. Does anybody know how it works at Schwab? Are they excluded at Schwab per default or do you need to be on the lookout always yourself?

In the US can you deduct losses from stocks in borrow fee income?