Nish 5 Report post Posted December 22, 2018 Hi, I have a question about overall portfolio allocation to options - which I want to keep under 50-60%. Since I use IB, is there a single metric that I can track on an ongoing basis to make sure I am not exceeding this number drastically. I called IB and they said "Current Excess Liquidity" is the number to look for. That doesn't sound right to me. Any suggestions? Thanks Nish Share this post Link to post Share on other sites
Kim 7,475 Report post Posted December 22, 2018 They are correct actually. Share this post Link to post Share on other sites
Nish 5 Report post Posted December 22, 2018 Thanks @Kim And on a related note, if doing mostly defined risk strategies, what’s an overall portfolio allocation upper limit that you usually recommend? Share this post Link to post Share on other sites
Kim 7,475 Report post Posted December 22, 2018 We usually aim for 50-60%, in some rare cases we might go as high as 80%. But we trade define risk strategies only, never naked. Share this post Link to post Share on other sites
