Position Sizing

Optimize your trade sizes to manage risk and maximize potential returns.

Overview

Position sizing is a critical component of risk management that determines how much capital to allocate to each trade. Proper sizing helps protect your portfolio while maximizing potential returns.

Never risk more than 1-2% of your total portfolio on a single trade. This is essential for long-term survival in the markets.

Position Sizing Methods

Fixed Risk

Risk a fixed percentage of your portfolio on each trade.

Example: 1% risk on $10,000 = $100 maximum risk per trade

  • • Consistent risk exposure
  • • Easy to calculate
  • • Preserves capital during drawdowns

Volatility-Based

Adjust position size based on market volatility.

Higher volatility = Smaller position sizes

  • • Adapts to market conditions
  • • Uses ATR or standard deviation
  • • More sophisticated approach

Calculation Methods

Position Size Formulas

Fixed Risk Method

Position Size = (Account Size × Risk Percentage) ÷ (Entry Price - Stop Loss)

Volatility-Based Method

Position Size = (Account Size × Risk Amount) ÷ (ATR × ATR Multiple)

Risk Management

Position Limits

  • • Maximum position size per trade
  • • Total exposure limits
  • • Correlation adjustments

Portfolio Considerations

  • • Account for existing positions
  • • Market correlation impact
  • • Liquidity requirements

Best Practices

  • • Start with conservative position sizes
  • • Adjust sizing based on win rate
  • • Account for market liquidity
  • • Regular review and adjustment of sizing rules
  • • Document all position sizing decisions