Portfolio Margin By The Numbers

• Retail $945,000  

• Institutional $22,100,000

• Retail Portfolio Margin Accounts averaged 48% of Equity (percentages ranged from 10-156%)

• Institutional Portfolio Margins Accounts Averaged 62% of Equity (percentages ranged from 10-235%

• 18% of Customer Accounts were in Margin Deficit (10% of retail & 24% of institutional)

• Retail Accounts Averaged Portfolio Margins of 35-40% of Equity; daily average fairly steady

• Institutional Accounts Averaged Portfolio Margins of 40-70% of Equity with Daily Fluctuations According to Volatility

• 15% of Retail and 50% of Institutional accounts had at least 1 Portfolio Margin Deficita

• Institutional Accounts Averaged 7 Deficit Days During August
  

• 80% of All Portfolio Margin Deficits Were Satisfied by Cash Deposits, 15% by Market Movement and 5% by Liquidations

• No Customers Reached the Three Liquidation Limit (which would have rendered their account ineligible for portfolio margin)

About Mark S. Longo

Mark S. Longo is the founder of The Options Insider Inc. - a firm dedicated to providing free options information, education, news and analysis for options users. Whether it's on TheOptionsInsider.com, a leading online options destination; through Options Insider Radio, the world's only radio network for options users; or through a growing number of newsletters and live events, Mr. Longo continues to provide new ways to spread the word about options.Mr. Longo's analysis of the options market has appeared in a wide variety of domestic and international publications, including The Wall Street Journal, Financial Times, Reuters, Futures Magazine, and more. As one of the few industry commentators with practical options experience, he has developed a substantial following among industry veterans and newcomers looking for insight into this complex market.Mr. Longo began his career as an options trader on the floor of the Chicago Board Options Exchange.