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What I meant of the lot being short or long at the specific date was the capital gain tax characterization of the lot. Perhaps my use of the nomenclature was incorrect. Keep in mind I do not know anything about options trading. I will have to pay 40% captipal gain tax if I sold a particular lot...

Question. Even if I implement this collar function, my margin call problem still exists if there is a market downturn which triggers it. Does it not?

Haha, I guess I am being forced to do options (or to begin study at least) afterall, something which is entirely foreign to a novice.

I am inclined to say no. Options trading is too daunting to me.

Yes I have been bullish with my leverage on the lone horse and it paid off so far. Further to my position in Stock C, my margin loan as of today is 43% ($1,897,261/$4,428,000) of the total value of stock C. Only 4% of it is long at the present time. 11% more will become long in 4/18. 11% more...

Stock A did not go up 1200% in 7 months. We had it since 2008.

I think if my portfolio is not so concentrated I would get better maintenance margin ratio as per the PM regulation. I wonder if I could go back to Reg-T. The concentration is what it is. When I took over active management the portfolio was quite diverse as a matter of fact. The concentrate was...

No. I do not have a financial adviser. There is no conflicting statement. My wife managed the stock in the early going. I stayed on the sidelines and never asked any questions. You know what happens when two people manage the same stock portfolio.

To begin, I am no experienced trader. I never got involved in the stock market until 2014-2015. I am also close to retirement age. Through luck and leveraging using margin loan my stock portfolio grew ~$1.5M in the last seven months. Here is the situation. IB portfolio margin account: Portfolio...