TD Ameritrade

Planning your investment strategy

Start investing with our guidance and resources

Jumping into the world of investing can be a little intimidating. We can help you plan your investment strategy with easy-to-use tools, objective third-party research and access to knowledgeable specialists.

Start Planning Your Investment Strategies

Explore the resources below to get started. If you have questions along the way, contact one of our specialists for help.

Understanding the Basics

Developing a personalized investment strategy that will help you pursue your goals means considering a number of choices. When starting out, it’s important to ask yourself some basic questions:

  • What am I investing for?
  • How involved will I be in managing assets?
  • How much risk am I comfortable with?
  • How quickly do I plan on using the funds?

By asking yourself these simple questions you’ll be able to start narrowing down all of the available choices and select the one that will help you pursue your goals.

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Selecting an Account Type

Selecting the right account type depends on how you answered the question, “What am I investing for?” Are you planning your retirement, investing for college, or simply looking to get a return on your investment? Narrow your search by exploring our:

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Selecting Investment Product(s)

Depending on your goals and the account type you select, you can incorporate a number of different investment products to help you reach your goals, diversify your portfolio, and mitigate risk. Learn about the different products we offer by exploring:

If you have questions about our investment products or want to discuss whether or not a product may be appropriate for you, contact one of our specialists for help.

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Focusing On Your Goals

Once you’ve set your goals and selected the account type and investment products, it’s time to focus on developing and implementing a strategy. We offer a variety of third-party research resources to help you find and investigate potential investment ideas. And when you find a suitable fit, our intuitive trading platforms give you the power to act when the moment is right.

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Maintaining Your Strategy

It’s important to evaluate and adjust your strategy regularly. The products you use and the percentage of your portfolio they comprise will change over time as a result of market conditions, investment performance, and other factors. If you’re managing your own investments, our tools & calculators, educational resources, and research capabilities can help you easily investigate and track market conditions, company performance, and other considerations. Additionally you can always talk to one of our knowledgeable specialists for support. If you’re using a service like managed portfolios from TD Ameritrade Investment Management, you’ll receive more guidance.

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playRisks and Returns in Commodity InvestingVideos
6:01Learn the risks and benefits of investing in the world of commodities. ETF and futures concepts are discussed.
playInvesting Basics: OptionsVideos
5:19Lean how options can be used to potentially improve your returns and manage your risk.
playInvesting Basics: BondsVideos
3:53Learn the basics of bonds, such as what they are, the three bond types, how you can invest in them, and how they might play a part in your portfolio.
playPortfolio DiversificationVideos
4:20Diversification is important for every investor's portfolio. In this video you'll learn how you can diversify by investing in assets that move opposite of each other. This can help reduce volatility and balance your profits and losses during bear markets.
playInvesting Basics: StocksVideos
4:13Introduce yourself to the basics of stocks-from learning what they are and how to evaluate them, to identifying when to buy and sell them.
playReducing Risk for Your Long-Term GoalsVideos
4:03Risk management is one key to success. Learn long-term strategies for reducing portfolio risk.
playTrading ToolsVideos
01:10Enjoy a faster, more intuitive trading experience with our advanced trading tools - all without subscription fees, platform fees, or trade minimums.
playInvesting Basics: RetirementVideos
4:32Learn what steps you can take to plan for your retirement, as well as which account types may best suit your goals, risk tolerance, and life stage.
01:27TD Ameritrade offers a powerful and intuitive trading experience through thinkorswim.
Creating Your Own PortfolioCreating Your Own PortfolioCoursesNew Investor
Creating Your Own Portfolio
playTrade ArchitectVideos
01:46Turn your trading experience into an intuitive one with this robust, web-based platform - all without subscription fees, platform fees, or trade minimums.
playRealistic Expectations for Taking Control of Your InvestmentsVideos
4:10When deciding to manage your own portfolio, you must decide if you can dedicate the time, can put in the necessary level of effort, and have the ability to manage to your investments. Learn what to expect when self-managing a portfolio.
playInvesting Basics: Mutual FundsVideos
5:00Mutual funds have been an investing staple for many investors because of the diversification they provide. Learn why in this video.
Platform SelectorPlatform SelectorTools & CalculatorsNew Investor, Intermediate Investor
Compare platform features to find the one that best fits your strategy and style.
00:30Take a tour of our powerful iPad apps, built with our most advanced trading technology.

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