Crafting Bot Portfolios for Safer Trading

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Portfolio management is one of the most important concepts traders must consider. This workshop is a deep-dive into risk management, capital allocation, position sizing, cash reserves, and more. Learn how to calculate risk and position sizing correctly with multiple examples, and how to construct a portfolio of diversified symbols and strategies to trade safely and with confidence.

Do you know how much of your account you should risk per trade? Per ticker symbol? Learn more in this workshop!

Equity risked per trade

Plus, you'll learn how to use bots and automation to automatically check position sizing before entering new positions and adjust risk dynamically for you.

This is a workshop every trader should watch before risking live capital. Portfolio management is one of the few variables we can control, and a critical factor for long-term success in markets.

Transcript

The text is the output of AI-based and/or outsourced transcribing from the audio and/or video recording. Although the transcription is largely accurate, in some cases, it is incomplete or inaccurate due to inaudible passages or transcription errors and should not be treated as an authoritative record. This transcript is provided for educational purposes only. Nothing that you read here constitutes investment advice or should be construed as a recommendation to make any specific investment decision. Any views expressed are solely those of the speaker and should not be relied upon to make decisions.

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Kirk Du Plessis

Last updated:

May 6, 2024

Originally published:

Feb 15, 2023

Position Limits

Risk Management

Portfolio Management

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