Adjusted Debit Balance

  

This one's about margin accounts, i.e. how much in the red for margin are you after adjusting for...stuff.

Your max borrow under Reg T is 50 percent, so if you have 100k in your brokerage account, which has been set up as a margin account, you can borrow up to 50k, but that's after adjustments.

So like...what adjustments? Well, things like interest charges and sometimes liquidity discounts, i.e. in thinly traded shares, if you wanted to just get out, you can't without dropping the price a ton.

So more adjustments often then come in from the broker imposing their own set of 'safety rails' on top of the Reg T margin structure.

Related or Semi-related Video

Finance: What does it mean to rebalance ...1 Views

00:00

finance a la shmoop what does it mean to rebalance an account alright people

00:08

here's your account pretty broad-based equity portfolio and pretty pie chart -

00:13

they're nice going there editor's 17% bank and insurance 14%

00:18

telecommunications 9% consumer comestibles 6% drugs legal ones 11%

00:25

chemicals in commodities 8% transport and whoa 35% tech well just five years

00:31

ago Tech was only 15 percent of your portfolio and it performs better than

00:36

double the returns of the rest of the market in that time period so Wow what

00:40

time is it need a high tech watch to answer no its rebalancing time why well

00:47

because you want to just compound at market rates and yes Tech has been

00:52

amazing and wonderful and loving but Tech can get crushed in bad times as

00:57

well and the huge 37% exposure to it is well keeping you up at night and it's

01:03

see it's gotten up 2% there since we started this video it's just too much [girl waking up in bed at night]

01:07

risk attributed to one relatively narrow area of the investing economy even [pie with a risk tag on it]

01:12

though it touches everything well you're thinking about making tech more

01:15

representative of a balanced broad S&P 500 index fund where in that fund it [S&P 500 document]

01:21

represents on only say 11 or 12 percent so you sell some Apple you sell some

01:25

Google you sell some Amazon Facebook Netflix Microsoft and you buy a [company logos]

01:29

smattering of high dividend high yielding defensive stocks like Chevron [military plane flying]

01:33

for Dow Chemical and Bank of America it's kind of defensive in practice [company logos]

01:38

portfolio managers rebalance their portfolios all the time so they

01:42

represent the promise they made to investors when they raise the money in [scale with tech out-weighted by diverse products]

01:46

the first place to be a fully diversified fund taking only market risk

01:51

in the process and if they still need to do any rebalancing beyond that and well [people doing yoga in park]

01:55

then they just enroll in a hot yoga class

Up Next

Finance: What does a stock broker do?
19 Views

What does a stockbroker do? Stockbrokers use money from investors to invest in the stock market. Their first job is to go out and find these client...

Finance: What is a red herring? (Plus Brochure Rule, Sales Literature and the Preliminary Prospectus)
35 Views

What is a red herring? A red herring, so named because the cover page is printed in red ink, is a preliminary prospectus for an IPO. In a majority...

Finance: What is a registration statement?
2 Views

What is a registration statement? A registration statement is the set of documents that accompany a filing of securities with the SEC for sale in t...

Finance: What is Reg T?
3 Views

Reg T, or Regulation T, is a federal regulation that covers the form and manner in which brokers, or brokerages, can extend credit to customers.

Find other enlightening terms in Shmoop Finance Genius Bar(f)