Friday, 22 June 2018

Financial Market Overview


Financial Market
Financial Market is a place where trading financial instruments or securities and derivatives including equities, bond, currencies, future, option and contract for difference.


Financial Instruments
  • 1.      Bond- Gilt in UK, Bund in Germany and T-note in US
  • 2.       Stocks- Companies Shares
  • 3.       Indices- FTSE100, FTSE250, AIM, NASDAQ, S&P500, Dow30, DAX
  • 4.       Currency – Forex (foreign exchange)
  • 5.       Future- derivatives (derived from underlying assets)
  • 6.       Option- derivatives (derived from underlying assets)
  • 7.       Commodities- Gold, Silver, Crude Oil, Wheat etc


Leverage
Leverage is an investment strategy of using borrowed money. Leverage, sometimes, refers to as gearing, is a technique involving the use of borrowed funds in the purchase of an assets.
Example of Leverage:
Let’s suppose, House price is £200,000.00
Make a down payment = £40,000.00
Mortgage = £160,000.00.
Now, because of leverage of £160,000.00 can access worth of £200,000.00 just using £40,000.00.  This is a typical example of using leverage.


Margin
Margin is the difference between the total value of Securities held in a trader’s account and the loan amount from the broker.
Buying on Margin is the act of borrowing money to buy securities.
Leverage
Capital Invested/Margin
Purchase Power
Margin Ratio
1:1
£1,000.00
£1,000.00
100%
1:10
£1,000.00
£10,000.00
10%
1:50
£1,000.00
£50,000.00
2%
1:100
£1,000.00
£100,000.00
1%
1:400
£1,000.00
£400,000.00
0.25%


 
Position Sizing
Position sizing is the “how much” part of the equation when you trade.
In order to find out the position size of any financial assets to trade, following steps
  • 1.       Account Size= £10,000.00
  • 2.       Account Risk= say 1% then £100
  • 3.       Trade Risk (Stop Loss)
Example Tesco 
Current Share price = 250 Pence
Stop Loss = 200 Pence
Trade Risk = 250 Pence – 200 Pence = 50 Pence or £0.50
  • 4.       Proper Position size =£100/£0.50= 200 Shares
It shows that we can buy 200 shares of Tesco, by risking 1% of Account using stop loss at risk of 50 Pence each share.



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