Position Sizing

Every position is sized as a fixed fraction of risk capital, not a fixed number of shares — so no single idea can do outsized damage.

Predefined Exits

Stop levels are set before entry, not adjusted emotionally once a position moves against us.

Exposure Limits

Portfolio-level caps prevent any single sector, theme, or correlated basket of positions from dominating outcomes.

Drawdown Review

Sustained drawdowns beyond a defined threshold trigger a formal strategy review — not a silent hope for reversion.

Volatility Awareness

Position sizing adapts to prevailing market volatility rather than staying static across calm and turbulent regimes.

Full Disclosure

Drawdowns are shown on the Strategies page alongside gains — the losing periods are not edited out of the record.

Why it matters

The math of recovering from a loss

A 10% loss needs an 11% gain to break even. A 50% loss needs a 100% gain. That asymmetry is why avoiding large drawdowns is treated as the primary objective, not a secondary one — read more in our Insights article on understanding drawdowns.