- Industry: Financial services
- Number of terms: 10107
- Number of blossaries: 0
- Company Profile:
A line of credit that, subject to certain restrictions set forth by the lender, allows for an aggregate amount up to a maximum amount as determined by the lender to be borrowed, repaid and re-borrowed from time to time.
Industry:Financial services
The net value of your portfolio in a margin account. It is derived by taking your Long Market Value (LMV) minus any Short Market Value (SMV) adding any Margin Credit Balance (CR) or subtracting any Margin Debit Balance (DR). Options are not included as part of your LMV or SMV for margin equity purposes. However, options are included in the Margin/Option Equity Calculation.
Money Account Balances are not included in this calculation.
Industry:Financial services
Profit Margin refers to profits (net earnings or operating earnings) as a percentage of sales. Net earnings is net income while operating earnings is earnings before interest and taxes. This percentage can vary widely among companies, with higher percentages indicating greater profitability.
Industry:Financial services
Your personal asset sheet, which subtracts your liabilities (what you owe) from your assets (what your own).
Industry:Financial services
The benefit offered by a mutual fund that allows the investor to qualify for reduced sales loads on additional purchases according to the total dollar value of the client's assets within a fund family.
Industry:Financial services
Indicates the rate that is used to calculate margin interest for this account.
Industry:Financial services
Typically the 3 or 4 character identifier that is anticipated to be assigned to an issue by the primary exchange for use in price dissemination and order execution of an equity security in secondary market trading.
Industry:Financial services
The desired price of a security used in determining capital gains. Cost basis is usually the purchase price, but may be an assigned value in the case of an inherited asset.
Industry:Financial services
A measure of volatility, or the potential for a fund's Net Asset Value (NAV) to increase or decrease.
Industry:Financial services
Represents the liquidating value of all the assets in a customer's margin account (including options as well as any other investment instruments such as stocks, corporate bonds etc.) and applying the results against any extension of credit. Money Account balances are not included in this calculation.
Industry:Financial services
