Margin Trading

What’s the Pattern Day Trading Rule? And How to Avoid Breaking It March 23, 2023 12:17 PM   |  

All traders and investors should be aware of the pattern day trading rules. Learn more about the required minimum equity and the number of trades you can make.

5 min read  |  Trading Strategies
Portfolio Margin: How It Works and What You Need to Know September 29, 2022 11:31 AM   |  

Portfolio margin is available to TD Ameritrade clients who have a margin account and meet requirements like a certain equity level and options approval.

6 min read  |  Margin
Portfolio Margin vs. Regulation T Margin. What's the Difference? July 28, 2022 11:27 AM   |  

Understand the basic differences between portfolio margin and regulation T margin as well as the brief history behind portfolio margin.

2 min read  |  Margin
Shorting a Stock: Seeking the Upside of Downside Markets March 14, 2022 1:57 PM   |  

Short selling aims to provide protection or profit during a stock market downturn, but it can be risky. Plus, it requires a margin account. Learn the mechanics of shorting a stock.

5 min read  |  Margin
Playing Opposites: Why and How Some Pros Go Short on Stocks June 4, 2021 10:15 AM   |  

Learn how following short interest and other short-selling metrics can help investors gain valuable insights into companies and markets.

6 min read  |  Margin
Vertical Spreads: Lower Margin Requirement Hurdle to Target Capital Efficiency March 1, 2021 10:30 AM   |  

Have a single-leg option? Consider using a vertical spread to turn it into a defined-risk spread to lower the margin requirements and free up capital at the same time.

4 min read  |  Advanced Options Strategies
The Short and Long of It: Your Top Questions on Short-Selling Answered February 8, 2021 2:01 PM   |  

Short selling, short interest, naked short selling are among terms some investors had scarcely paid attention to. But a flurry of apparent short squeezes in 2021 called attention to shorting. Here are some of the top questions answered.

6 min read  |  Margin
Housing Market as an Investment Indicator: Keeping an Eye on the Foundation April 8, 2020 10:15 AM   |  

The housing market has historically been a bellwether of the stock market and of the economy in general. Learn about housing starts, building permits, and other indicators that can help investors assess the state of the housing market.

5 min read  |  Fundamental Analysis
Big Margin For The Masses: The Nuts And Bolts of Portfolio Margin December 27, 2019 4:00 PM   |  

Margin trading has been around forever. But qualified traders, there’s another category—portfolio margin—that could take your leverage to new heights.

8 min read  |  Margin
Trading with Cash? Avoid Account Violations November 26, 2019 10:30 AM   |  

When trading in a cash account, understand the three different types of cash account violations you could encounter: free ride violation, good faith violation, and liquidation violation.

5 min read  |  Trading Strategies
Beyond Margin Basics: Ways Investors & Traders May Apply Margin August 22, 2019 11:38 AM   |  

Once you’ve mastered the basics of margin trading, you might want to learn how different trader and investor types use it. It can depend on your objectives, risk tolerance, and the products you trade.

8 min read  |  Margin
Seeking a Flexible Line of Credit? Consider a Loan from a Margin Account February 28, 2019 4:00 AM   |  

A margin account can be useful for investment leverage. Did you know it can also be used as a convenient line of credit with a low interest rate and flexible repayment? But understand the risks.

5 min read  |  Margin
Eyeing the Downside: Three Ways to Short the Market December 20, 2018 4:00 AM   |  

Investors seeking to profit from a market downturn or looking for portfolio protection have several shorting alternatives. Here are three of them.

5 min read  |  Margin
Using Margin Buying Power to Diversify Your Market Exposure December 3, 2018 4:00 AM   |  

Learn how experienced investors comfortable with the risk of margin trading can view a margin account as a “reserve fund.”

5 min read  |  Margin
Capiche: Portfolio Margin Part 4—Risk Management and Margins October 1, 2017 11:00 PM   |  

Nobody wants his or her stock investments to be forcefully liquidated. Protect your portfolio with better estimations and risk management plans.

3 min read  |  Margin
Capiche? Portfolio Margin Part 3: Profit, Loss, and Expiration July 24, 2017 12:00 AM   |  

Part 3 of our series on portfolio margin covers profit, loss, and what happens at expiration—eventually your position will expire, know what to expect.

3 min read  |  Margin
Capiche? Portfolio Margin Part 2: Greeks, Unveiled April 16, 2017 11:00 PM   |  

Part of our series on portfolio margin, the greeks—theoretical metrics describing how things like stock price, time, and volatility can impact option price.

2 min read  |  Margin
Capiche: Leverage Into A Margin World January 8, 2017 11:00 PM   |  

You can upgrade your trader status by expanding your leverage with portfolio margin, but first you must know synthetic equivalents—here's a primer.

2 min read  |  Margin
Amp Up Your Trading With Margin and Leverage? January 18, 2016 7:00 PM   |  

Active traders and investors can maintain margin, a cushion of buying power in their accounts for volatile times.

5 min read  |  Margin
Capiche: Behold Portfolio Margin! Working with Total Position Risk October 1, 2013 5:47 PM   |  

Risk-based margin is both a blessing and a curse. But is it for you?

3 min read  |  Margin

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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.

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