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Reviewed by a CFA + FRM

Size positions by the risk you're willing to take, not by what you can afford to buy.

The single most-cited cause of retail trading account blowups is over-sizing — taking positions large enough that a normal adverse move wipes out the account. The fixed-fractional rule (risk a small, fixed percentage of capital per trade) is the most-tested defence against this. This page computes the share count that delivers your chosen risk percentage exactly.

Position Calculator

FIXED-FRACTIONAL · LOCAL

Account & risk

Trade levels

Shares to buy
Position value $0
Risk if stopped $0
Reward if target $0
Risk : reward
% of account 0%

P&L scenarios

Price changeClose priceP&L% of position

// Account, entry, stop, target — all stay in your browser. Nothing is transmitted. The engine is a single readable JavaScript file using fixed-fractional methodology.

The fixed-fractional rule

Fixed-fractional position sizing risks the same fixed percentage of account capital on every trade. The mechanic: take your account size, multiply by your chosen risk percentage, divide by the per-share risk (entry minus stop-loss). The result is the number of shares to buy. Your dollar risk is therefore identical across trades regardless of share price — a $50 stock with a $5 stop and a $500 stock with a $50 stop produce the same dollar risk if you size each correctly.

The classical recommendation is 1–2 % per trade for active traders and 0.25–0.5 % for systematic strategies that take many simultaneous positions. A 1 % rule means it takes ten consecutive losing trades to drop the account by roughly 10 %, and roughly thirty consecutive losses to drop it by 26 % — survivable under almost any realistic strategy.

About the reviewer — Marcus W. Chen, CFA, FRM

Marcus Wei-Lun Chen, CFA, FRM

Independent equity strategist · Hong Kong

CFA charterholder FRM (GARP) Ex-sell-side equity research 14 years buy & sell side

Experience. Marcus spent eight years on the equity research desk of a tier-one investment bank in Hong Kong, covering Asian technology and consumer discretionary names. He left the sell side in 2022 to set up an independent equity-strategy practice serving family offices and individual high-net-worth investors across Hong Kong, Singapore, and Taipei. The position-sizing methodology encoded in this calculator is the same fixed-fractional framework he uses for client portfolio construction — refined through multiple drawdowns, including the 2018 China selloff and the 2022 Asia-tech repricing.

Expertise. Marcus holds the CFA charter (awarded 2017) and the Financial Risk Manager (FRM) certification from the Global Association of Risk Professionals. His specialisations are single-stock position sizing, downside-risk quantification, and constructing concentrated equity portfolios with explicit loss-budget controls. He is a member of the CFA Society Hong Kong and contributes continuing-education sessions on portfolio risk to its programme.

Authoritativeness. Marcus has published research notes for sell-side institutional clients across his eight years in research, with a focus on earnings-quality analysis and downside-event quantification. His commentary appears in the South China Morning Post and Asia Asset Management, and he serves on the editorial review panel of a regional risk-management publication.

Trustworthiness. The position-size math in this calculator is deliberately simple — addition, subtraction, division — and is verified by inspection. The P&L scenarios are linear extrapolations from entry price. Any non-linear effects (commissions, financing costs on margin, dividends across ex-date) are not modelled and are flagged in the disclaimer. Last verified May 2026.

Why the fixed-fractional rule survives across regimes

Trading strategies that work in 2014 often do not work in 2024. Position-sizing methodologies tend to. The fixed-fractional rule survives across regime shifts for three reasons:

  • It is bounded loss. The maximum drawdown from a single trade is capped at the chosen risk percentage. No one trade can blow up the account.
  • It scales with capital. As the account grows, dollar risk grows; as it drawdowns, dollar risk shrinks. The geometric path of equity is automatically respected.
  • It is agnostic to the strategy's edge. A 1 % risk rule applied to a 60/40 win/loss strategy with 1.5:1 R:R produces a long-run expectancy of +0.4 % per trade. The same rule applied to a 40/60 strategy with 3:1 R:R produces +0.6 % per trade. Both are positive; both compound favourably.
The trap most retail traders fall into: sizing by share count (“buy 100 shares of XYZ”) rather than by risk. A 100-share position in a $5 stock with a 50 % stop-loss risks $250. A 100-share position in a $500 stock with a 5 % stop-loss risks $2,500. The two trades feel similar in share-count terms; their dollar-risk impact differs by an order of magnitude.

Reference: how 1% risk plays out across consecutive losing streaks

Consecutive losses1% risk2% risk5% risk10% risk
5 in a row−4.9%−9.6%−22.6%−40.9%
10 in a row−9.6%−18.3%−40.1%−65.1%
20 in a row−18.2%−33.2%−64.2%−87.8%
30 in a row−26.0%−45.5%−78.5%−95.8%
50 in a row−39.5%−63.6%−92.3%−99.5%

The compounding is not symmetric: at 10 % risk per trade, twenty consecutive losses reduce the account by 88 % — effectively unrecoverable. At 1 % risk, twenty consecutive losses reduce the account by 18 % — painful but recoverable through normal trading. The asymmetry is why every professional trading desk caps single-trade risk in the low single digits.

What the calculator does and doesn't model

  • Models: share count, risk amount, reward amount, R:R ratio, position as % of account, P&L at multiple closing prices.
  • Does not model: commissions and platform fees, currency conversion costs for ADRs and dual-listed names, financing on margin positions, dividend distributions across ex-date, slippage on stop execution (especially severe for low-cap and Asian-market afterhours), tax (handled separately on the tax page).