Dynamic Position Sizing & Capital Preservation Clinic
Master the exact mathematical formulas that keep drawdowns shallow and eliminate catastrophic tail-risk.
Program Overview & Pedagogical Scope
Even a robust technical edge collapses when coupled with erratic position sizing. This clinic provides deep training on how institutional desks calculate risk units. You will learn to dynamically scale share and contract size according to True Range volatility, avoid correlated asset overexposure, and set non-negotiable circuit breakers on daily drawdowns.
Core Skills & Measurable Outcomes
- Learn to calculate precise share/contract lots based on exact dollar risk and technical stop distance.
- Implement Average True Range (ATR) based volatility weighting across multiple market regimes.
- Structure multi-tier profit taking without premature exit anxiety.
- Build a personal portfolio correlation matrix to prevent simultaneous directional exposure.
Curriculum Scope & Inclusions
What Is Included
- 6 live hands-on calculation workshops with real-world case studies
- SenseTrail Risk Calculation Spreadsheet suite (compatible with Excel and Google Sheets)
- Daily drawdown matrix templates and risk-of-ruin calculation scripts
- Direct Q&A during each calculation lab
Program Exclusions & Boundaries
- Chart pattern entry triggers (covered in our Technical Structure course)
- Automated risk software subscriptions
Delivery Structure & Progression Stages
Risk Unit Definition & Stop Distance Formulas
Calculate exact unit sizing such that every single stop-out loses an identical, predefined percentage of total equity regardless of market volatility.
Volatility Normalization via ATR
Adjust sizing dynamically when market implied and realized volatility spikes, keeping dollar risk constant across calm and turbulent sessions.
Drawdown Traps & Equity Curve Protection
Establish multi-layered circuit breakers: daily stop thresholds, weekly pause triggers, and defensive resizing during negative variance periods.
Program Details
Participant Prerequisites
- Familiarity with basic spreadsheet operations and standard order types.
Have questions about cohort prerequisites?
Speak directly with our Ulsan admissions team or request a sample chart review.