Position Sizing

A smoother equity graph leads to a better experience

Risk Managed

Trading has an inherent risk, as the variables that control each investment are often out of your control. A good way to help mitigate that risk, whether stocks, forex or cryptocurrencies, is position sizing. This process determines how much to buy in a single trade and how that position relates to the rest of your portfolio. Diversifying your portfolio helps to keep your risk level lower and minimize losses.

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Limit your size in any position so that fear does not become the prevailing instinct guiding your judgment.

Joe Vidich

Manalapan Oracle Capital Management

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Keep your head in the                 
game and your gut out.

One of the main rules to success in trading is trusting the data and your plan. During periods of loss, traders tend to abandon their plans without evaluating if it stopped working. This is often an emotional response, and only a few people can trade on instinct. Planning, with position sizing as a rule of thumb to measure risk, is a good practice to keep you from losing your head.

Position Sizing as            
Risk Management

Position sizing has two purposes: preserve your capital, and avoid major losses. The most common form of position sizing is using a fixed percentage. This is important, as chaos in trading is the same as throwing money in the air and hoping you have more when it comes down. The right position sizing is one of the factors between making money or going bust.

While a sizeable payday is the dream of any trader, there is the obvious risk of if that trade goes sideways. If it all falls apart, without consideration given to the size of the position they put into the trade concerning their overall portfolio, there could be a significant problem. Applying strict rules, prevents a loss from disrupting your whole plan.