Leverage and Margin Rates

 

Leverage or margin rates are words you will often see in broker and market maker advertisements and it refers to the size of trades (or exposure to the market) you are able to place versus the size of your deposit. An advert offering leverage of 100:1 means that for every £1 you hold in your account you can gain exposure to the market of £100.  Before running off and exposing yourself to thousands of pounds of market risk it is important to understand how leverage can be used and what the advantages and disadvantages are. 

Clearly the main advantage is that for a trader to gain £10,000 of exposure to, for example, a FTSE 100 stock, a CFD provider offering leverage of 20:1 will only require a deposit of £500 to place this trade.  If you went to a stock broker and asked to buy £10,000 worth of stock you would be required to deposit the full £10,000. Therefore leverage allows you to keep the majority of your money in your bank account instead of at your broker and in turn potentially allows you to use these funds to place other trades in other asset classes.

This leads on to an important warning about leverage and one of the disadvantages of trading in this way. Although you are only required to place a relatively small initial deposit into your account to gain a far larger exposure the market you still have the same potential downside risk as if you were placing all of the funds with your broker (as per the stockbroker example above). Therefore it is important not to over expose yourself to the market when using leveraged products; it is too easy to place a succession of trades which all use up a relatively small amount of initial capital without fully understanding that an adverse market movement could result in a call from your broker for more money (also known as variation margin) to cover your losing open positions. If you choose to use the money you had originally held in the bank you can quickly find yourself having to find additional funds to support your open position losses or risk having your trades liquidated by your broker.  


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