Search results

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.

In financial services, the higher the profit margins the better the balance sheet.

As we are heading into more financial turbulence, as reflected by the inverted yield curve, it comforts me that my money is with the safest (i.e. most profitable) custodian available to an armchair investor. source...

I am guessing those are exempt from Withholding Tax as they do not pay a coupon? And are they available on IBKR?

:)

Thanks M.W. - I was meaning to send you a DM with a few questions but will ask in public instead for the benefit of all. How would that work in practice if you wanted to hedge USD1m today? which contracts would purchase? with which broker? Tony

I am a UK based investor and my spendings are 60%in GBP, 30% EUR and 10%CHF. My base currency at IBKR is USD and 100% of my liquid net worth is in US equity. I would like to remain invested exclusively in the US market and wonder what is the easiest or cheapest way to protect myself from a...

The best part of all this is that Muppet is under the impression that I am after him, when I am publicly defending his stance! Go figure.

Just drop it and move on if there is nothing for you to learn from him. Less confrontation on this forum is not a bad thing.

Dude, many people do capital structure arb trades of this sort. It is a well known strategy. Edit: I am talking about market caps greater than $500m of course.