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Risk and execution

Size a position from invalidation, distinguish leverage from exposure and test whether a setup survives real trading costs.

What you will practise

Write a trade plan whose quantity, execution assumptions and evaluation rules another person could reproduce.

Before you start

  • Understand the difference between a long and a short position.
  • Be comfortable with percentages; no live position is needed for these exercises.

Course outline

  1. 1

    Calculate position size from your invalidation level

    Work backwards from a risk budget and a meaningful stop. Include fees and slippage, round quantity down and avoid counting leverage twice.

    7 min
  2. 2

    Separate leverage, margin and liquidation risk

    Compare one fixed position at two leverage settings. Calculate initial margin and understand why a maintenance-margin buffer is not an exact liquidation price.

    7 min
  3. 3

    Calculate trading expectancy after fees and slippage

    Turn win rate and average outcomes into net expectancy. Find the break-even win rate and see how a promising setup becomes negative after costs.

    7 min
  4. 4

    Choose between stop-market and stop-limit orders

    Separate a stop's trigger from its execution. Compare a price gap, partial fills, reduce-only and exchange protection rules before relying on an exit.

    7 min
  5. 5

    Build a trading journal that can reject a setup

    Freeze entry and exit rules, retain rejected trades, measure net outcomes and use chronological holdout data without repeatedly tuning to the answer.

    8 min

Educational material. Examples do not establish a profitable strategy. Trading costs, gaps and liquidation can produce losses beyond a planned stop.