Portfolio Strategies

Build a portfolio that works – no matter what the market’s doing.



Knowing the finer points of trading is one thing. Putting that knowledge toward a larger goal is another. In this comprehensive course, you’ll take on the task of building your own portfolio – one that aligns with your financial goals and takes into account larger market influences.



Call 1-800-291-8289 to enroll now.


Portfolio Strategies Highlights


No matter what the market is up to, you can work to manage your own investments successfully.

  • Avoid common portfolio management pitfalls and understand how different asset classes affect one another in the market, and work within your allocation.
  • Assess risk and return to select investments that match your personal risk tolerance and determine how alternative investments, such as options, futures and forex fit into your portfolio.
  • Monitor the business cycle and how it impacts different industry sectors, including how global economic data and fiscal policy effect security pricing and your portfolio.
  • Evaluate the performance of your portfolio, and diversify by choosing investments that conform to the appropriate asset allocation model for your goals, as you construct a portfolio based on time horizon, risk tolerance and market conditions.

Three ways to learn at your own pace



Attend a live workshop to interact with instructors and get inspired by your peers. You can also study with an instructor in online workshops. Repeat these workshops as often as you like during the term of your course. Your online coursework is also available 24/7 for self-guided learning, as long as you're subscribed to the Investor Toolbox®.



Featured Instructor


Mike Turvey

Investools Coach


Prior to joining the coaching team at Investools in 2007, Mike Turvey spent 10 years working on the floor of the Chicago Board Options Exchange®, where he executed orders on behalf of retail and institutional customers. He has also completed the three required exams to earn the Chartered Market Technician designation and also holds the Certified Financial Planner designation. Mike currently teaches the Portfolio Strategies workshop as well as the Options and Portfolio Management Capstones. Some of his favorite trading strategies include selling puts, vertical and calendar spreads, and buying stocks for intermediate to long-term growth.



What does this icon mean?

Investools education is centered on the courses you take. Choose a program of courses for the ultimate learning experience and value. Or you can take courses on an individual basis.

Start taking control in a Free* Investing Training online class.



Take this FREE* 45-minute investment training webcast and start learning to profit in any market with stocks.



Get a quick start with our Investing Foundation Program.



Start racing toward your goals with two courses, a wealth of easy-to-use tools, and our top-tier coaching support, in the program that helps you start managing your own portfolio.

LearnMore

Try a Free Open House class in Portfolio Strategies.


Watch an Open House webcast now and start learning the skills you’ll master in this course.

RegisterNow



Take the Portfolio Strategies Course.


With Level 1 Support


Enjoy four months of access to our tools and community support, with unlimited admission to all live and online workshops for your course. Δ



Investor Toolbox

Community

Standard Price

$2,199
per course

TD Ameritrade Clients

$1,549
per course

With Level 2 Support


Enjoy four months of access to live, interactive coaching webcasts, plus our tools and community, and unlimited admission to all live and online workshops for your course. Δ


Investor Toolbox

Community


Plus

Online Coaching

Trading Rooms®

Standard Price

$2,499
per course

TD Ameritrade Clients

$1,699
per course

With Level 3 Support


Enjoy four months of personalized coaching, plus our coaching webcasts, tools and community, and unlimited admission to all live and online workshops for your course. Δ


Investor Toolbox

Community


Plus

Online Coaching

Trading Rooms®


Plus

One-to-One Coaching


Standard Price

$3,099
per course

TD Ameritrade Clients

$2,099
per course


Call 1-800-291-8289 to enroll now.


TD Ameritrade provides its clients with innovative technology, easy-to-use tools, straightforward pricing and superior client service. In fact, TD Ameritrade was rated #1 for Options Traders by Barron's. And TD Ameritrade clients can enjoy valuable discounts on Investools education.


Portfolio Strategies is Offered in our Programs


Choose a bundled education solution and enjoy the very best that Investools has to offer at a
value compared to purchasing courses and capstones individually.


Complete Investor Program


Our most comprehensive program includes all our online courses and their live workshops, plus our exclusive capstones and our very best coaching support. Attend three different three-day live, experiential learning events designed to bring together everything you've learned and test your new skills. You’ll have all the tools and services you need to become a complete investor.

What do these icons mean?

Our programs bring together the best that Investools has to offer: in-depth coursework with hands-on coaching, tools and community support. They also offer your greatest value, compared to purchasing courses individually.

What does this icon mean?

This icon is used for courses and programs which build on our Beginner and Advanced stocks and options education, to teach you professional-level investing skills.





What Our Students Say:

"This education works, and I can't recommend it to enough of my friends."
– Susan Lewis, Investools Student**




© 2013 TD Ameritrade IP Company, Inc. All rights reserved. Terms of use apply. Reproduction, adaptation, distribution, public display, exhibition for profit, or storage in any electronic storage media in whole or in part is prohibited under penalty of law. Neither Investools Inc. nor any of its officers, employees, representatives, agents or independent contractors are, in such capacities, licensed financial advisors, registered investment advisors or registered broker-dealers. Investools Inc. does not provide investment or financial advice or make investment recommendations, nor is it in the business of transacting trades, nor does it direct client commodity accounts or give commodity trading advice tailored to any particular client's situation. Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement or offer by Investools Inc. of any particular security, transaction or investment. The risk of loss in trading securities, options, futures and forex can be substantial. Customers must consider all relevant risk factors, including their own personal financial situation, before trading. Options involve risk and are not suitable for all investors. See the Options Disclosure Document: Characteristics and Risks of Standardized Options. Trading foreign exchange on margin carries a high level of risk as well as its own unique risk factors. Please read the following risk disclosure before considering the trading of this product: Forex Risk Disclosure. Futures and forex accounts are not protected by the Securities Investor Protection Corporation (SIPC). Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Investools Inc. and TD Ameritrade, Inc. (member FINRA | SIPC | NFA) are separate but affiliated companies that are not responsible for each other's services or policies. The paperMoney® software application is for educational purposes only. Successful virtual trading during a one-time period does not guarantee successful investing of actual funds during a later time period—market conditions change constantly. Investools Online® monthly service is required to access programs purchased. †The Open House class is a condensed representation of an Investools from TD Ameritrade Holding Corp. Course, a fee-based program of study. *This class is a condensed representation of the Principles of Investing and Introduction to Trading Stocks Courses, fee-based programs of study. **The experience described in this testimonial is not necessarily indicative of the results other investors may expect to achieve. Results will vary. ±After your free month of One-to-One Coaching, Online Coaching, and Trading Rooms® has expired, you must subscribe to maintain access. ◊Terms and Conditions: Your subscription period begins the day you complete the online enrollment process. Your card will be charged when you complete the enrollment. The law states that You, the buyer, have three business days, from the day you complete the enrollment, to cancel this transaction. Notwithstanding the law, Investools is going to give you seven business days to cancel this transaction. Business days are defined to include all calendar days except Sundays and federal holidays. You understand that you will be charged the additional balance due for any conditions not met. Payment Method: Subscription costs will be automatically charged to the credit card you provide during the enrollment process. Web Site Terms of Use Apply. ΔUnlimited admission to live workshops for the course(s) in which you are enrolled as long as you maintain your Investor Toolbox® subscription. ^Investools from TD Ameritrade Holding Corp. has been approved as an Authorized Provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102; (703) 506-3275. In obtaining this approval, Investools from TD Ameritrade Holding Corp. has demonstrated that it complies with the ANSI/ICET 1-2007 Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider membership status, Investools from TD Ameritrade Holding Corp. is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET 1-2007 Standard. ‡Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. §Online Coaching hours vary by course. Principles of Investing, Introduction to Trading Stocks, and Basic Options Online Coaching sessions are available 9 a.m.-11 p.m. ET on all trading days and 9 a.m.-1 p.m. ET on Saturdays. ∂TD Ameritrade was evaluated against 23 others in the 2011 Barron's Online-Broker review, March 14, 2011, and was named "Best for Options Traders". Barron's is a trademark of Dow Jones & Co., L.P. All rights reserved. Read the article . Neither Investools® nor its affiliate, TD Ameritrade, Inc., endorse or are responsible for the practices and standards of Facebook, YouTube, or Twitter. Investools, Inc. and Lifetime TV are separate and unaffiliated companies that are not responsible for each other's services or policies.