Technical portfolio insights at Global Advisers focuses on various factors that affect the economic, political, and financial conditions of the regions, industries, and sectors that we research. We bring our insights into each portfolio. They help us determine when to move in to or out of a particular security, and the provide clarity of purpose for our goal of maintaining a specific asset allocation.
We also look at technical analysis as a means of determining our course of action, both short-term and long-term. Clients’ accounts are structured with these factors in mind in order to help them achieve their financial goals and objectives.
IRA margin accounts allow trading so the account can be fully invested as well as the ability to trade multiple currencies and multiple currency products, but are subject to the following limitations:
- No cash borrowing (i.e. cannot have a debit balance or short stocks).
- IRA accounts may be opened in any base currency, but when trading in a non-base currency product, a currency trade must be executed first as you cannot borrow currencies.
- Withdrawals are permitted only in USD.*
- No stock or option cross-margining.
- No currency borrowing.
- Futures trading in an IRA margin account is subject to substantially higher margin requirements than in a non-IRA margin account. Margin rates in an IRA margin account may meet or exceed three times the overnight futures margin requirement imposed in a non-IRA margin account.
Customers are advised to consult with their adviser and tax specialist for further details on IRA rules and regulations.
Residents of Canada may not open Individual Retirement Accounts.