Ryan is Content Manager, Learning Design and Development for TD Ameritrade, where he has worked since 2003. He has a wide background in financial services and deep interest in economics and politics. Ryan holds the Charter Market Technician (CMT) designation and currently manages educational content for TD Ameritrade, including timely articles, videos, and instruction designed to help investors and traders become more informed and knowledgeable.
Building a long-term investing portfolio includes defining goals, establishing asset allocation, and managing a portfolio. Here are tools to help.
Long-term investors typically don’t try to time the market. Find out why (hint: it’s risky and can be expensive).
Investors should diversify bond portfolios like they do their stock portfolios. However, bonds portfolios have a few layers of diversification to consider.
Think portion control and goal maintenance. Scaling in to trades with stop-loss orders and more can help you potentially reduce trading losses.
Expand option market learning to weekly double calendars. They can increase in profitability if implied volatility rises.
Learn how to identify trendlines, including linear regression, to help spot appropriate buy and sell signals.
Tackle the sticker shock of a lofty stock market with an options play. Consider lowering your cost basis by selling puts.
Consider straddle/strangle swaps to better position for earnings. Use option strategies and charting tools to help navigate these vexing volatility events.
Looking to supplement returns? Consider selling out-of-the-money options. Unless there are large price swings, these options don’t change much.
Understanding portfolio rebalancing is critical to reducing investor risk and meeting long-term goals.
for thinkMoney ®
Financial Communications Society 2016
for Ticker Tape
Content Marketing Awards 2016
Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.
Market volatility, volume, and system availability may delay account access and trade executions.
Past performance of a security or strategy does not guarantee future results or success.
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.
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