Series 27: Combined Positions In Margin Accounts

Taken from our Series 27 Online Guide

Combined Positions in Margin Accounts

A combined account is an account that contains both long and short positions. To calculate the combined equity within the account, calculate the equity of both the long and short positions and add them together.

Example: Combined Account

John Robert’s account contains the following:

LMV = $65,000

SMV = $20,000

debit balance = $40,000

credit balance&

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