In a Reg. T margin account, there is no provision for margin offset, or relief, on a portfolio consisting of long and short positions of different issuers (e.g., MSFT vs. AAPL). In a Portfolio Margin account, such offset is available but solely for a limited population of highly correlated index products (e.g., OEX vs. SPX). These offsets are defined by regulation and a list can be found on the OCC website.
Is margin offset provided on a portfolio of long vs. short securities?
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