The Margin Investor is dedicated to delivering accurate and accessible information on margin investing. While this website discusses Reg T Margin, our primary focus is on exploring Portfolio Margin.
Portfolio Margin rules were fully approved by the SEC in 2007, ushering in a new world of opportunities for retail investors. This website will teach you:
What a margin account is and how Reg T works.
What Portfolio Margin is and the genesis of Portfolio Margin regulations.
How Portfolio Margin is calculated.
Why Portfolio Margin is desirable and its advantages over Reg T margin.
How to structure your portfolio to obtain maximum borrowing under Portfolio Margin.
Pitfalls and tips on how to manage leverage under Portfolio Margin rules.