Why is my maintenance margin > RegT margin?

[cooker]

I have a portfolio of stocks only. My overnight maintenance margin requirement is $50k more than RegT margin. Why would that be?

 

[xandman]

Concentration risk? Too much Tesla?

 

[cooker]

No position > 3% of NAV.

 

[guru]

No position > 3% of NAV.

IB’s goal for risk management is to protect themselves and other customers from excessive risk, regardless of Reg T.
Concentration is just one of things they look at. Also volatility/VIX related trades, correlation to the market, etc.
If you contact them they may provide more details specific to your portfolio.

 

[helpme_please]

I have a portfolio of stocks only. My overnight maintenance margin requirement is $50k more than RegT margin. Why would that be?

depends on how risky IBKR deem your portfolio is. They can raise maintenance margin as much as they like to protect themselves and in so doing, other clients.

 

[guru]

BTW, you can review margin used by each of your instruments and/or positions in IB Account Management / Reports.

 

[def]

I have a portfolio of stocks only. My overnight maintenance margin requirement is $50k more than RegT margin. Why would that be?

We have a tool called the risk navigator which you can find on the TWS which will help analyze the risk of your portfolio and may isolate things.
https://www.interactivebrokers.com.hk/en/index.php?f=964

The tool is best for complex positions and you can also just check on the TWS here as well:
https://guides.interactivebrokers.c...ty%20Monitoring|The%20Account%20Window|_____3

However, just to be sure you are aware, Reg T offers 4:1 intraday and 2:1 overnight.

 

[cooker]

Ok i will look at that thanks. I noticed a few of my positions have special margin requirements but they are not small cap stocks. Any ideas why?

AHCO
AM
CHRS
CORT
DRNA
PINC

 

[def]

Ok i will look at that thanks. I noticed a few of my positions have special margin requirements but they are not small cap stocks. Any ideas why?

AHCO
AM
CHRS
CORT
DRNA
PINC

Mostly pharma/biotech: https://ibkr.info/article/2783 The vol in those sectors have been immense and we need to manage our risk.

 

[cooker]

Mostly pharma/biotech: https://ibkr.info/article/2783 The vol in those sectors have been immense and we need to manage our risk.

Yes, the biotech requirements are what were throwing off my calculations, thanks.

Another question for you:

Last month I was generating a decent amount of interest income from lending shares. Now that has gone to $0 I think because my leverage is now higher. What is the margin math to determine if my account is eligible to lend shares or not?