Professional Risk Management 25 min read Lesson 65 of 311

Advanced Position Sizing

Optimize your capital allocation like the pros

Advanced Position Sizing - Annotated chart illustration

Advanced Position Sizing

Position sizing is the difference between amateur and professional.

Fixed Percentage Method

Position Size = (Account x Risk%) / (Entry - Stop)

Example

Kelly Criterion

Kelly % = W - [(1-W) / R]

Volatility-Based Sizing

Portfolio Heat

Pro Tips

  1. Never exceed 2% per trade
  2. Portfolio heat under 6%
  3. Adjust for correlation
  4. Smaller during drawdowns
  5. Size is more important than entry
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