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Intermediate/Risk Management/Lesson 45 of 60

Position Sizing

Deciding how much money to put in each investment based on risk.

Why it matters

Most beginners pour all their energy into picking the right stock. The investors who last do something quieter first: they decide how much to put into each position. Position sizing, not stock picking, is what keeps a single bad trade from wiping you out. You can be wrong many times and still come out ahead, as long as no one loss is large enough to end the game. Survival comes first, returns come second.

A great company can still fall hard for reasons no one could have seen. If too much of your money sits in that one name, an ordinary drop becomes a permanent dent. Size every position so that being wrong costs you a little, never everything.

An everyday way to picture it

A disciplined poker player never pushes the whole stack in on one hand, however strong it looks. They bet a small slice of their chips, because even a great hand loses often enough that a single all-in can end the night. The point of staying small is simple: be there for the next hand.

Position sizing is that same discipline for investing. You decide in advance how thin a slice of your capital one position is allowed to cost you, so no single trade can knock you out of the game. It is the old rule about never putting all your eggs in one basket, turned into a number.

How the sizing actually works

The core rule is simple and almost never broken by professionals: never risk more than a small fixed share of your total capital on any one position, commonly 1 to 2 percent. Risk here means the rupees you would lose if the trade went against you and you sold at your stop, not the total amount you put in.

Step one, the rupees you are willing to lose:
Risk amount = Total capital × Risk percent

How many shares that buys depends on one thing beginners tend to ignore: the distance to your stop. A tight stop sits close to your entry, so each share risks little and you can hold more of them. A wide stop risks more per share, so you must hold fewer. Position size is set by the stop, not by how strongly you believe in the idea.

Step two, the number of shares:
Position size = (Total capital × Risk percent) ÷ (Entry price - Stop price)

The same ₹20,000 of risk on a ₹500 stock buys very different amounts depending only on where the stop sits. The rupees at risk stay fixed, the share count moves.

Stop (entry ₹500)Risk per sharePosition sizeMoney in the tradeMax loss
₹480, 4 percent away₹201,000 shares₹5,00,000₹20,000
₹450, 10 percent away₹50400 shares₹2,00,000₹20,000
₹400, 20 percent away₹100200 shares₹1,00,000₹20,000

This is also why concentration is dangerous. Putting half your capital into one conviction bet feels bold, but it hands a single company the power to sink your whole account. Spreading capital across several positions means one blow-up costs you a slice, not the whole pie. The arithmetic of ruin is unforgiving: bet too big and a normal losing streak, which every investor hits, can leave you with too little to recover from.

Risk per tradeCapital left after 5 losses in a rowWhat it means
2 percent₹9,03,921Barely a scratch. You stay in the game.
10 percent₹5,90,490A real dent, but recoverable.
25 percent₹2,37,305Most of your capital is gone.
50 percent₹31,250All but wiped out.
100 percent₹0One loss ends the game.
Three ways sizing goes wrong
  • Sizing by conviction. The surer you feel, the bigger you bet. Conviction does not lower the odds of being wrong, it only raises the cost of it.
  • Forgetting the stop. Without a stop you have no idea what a single share actually risks, so there is nothing to size against.
  • Doubling down on losers. Adding to a falling position to average down quietly turns a planned small loss into a large one.

See it for yourself

Set your capital, the risk you will accept, the entry, and the stop. The calculator turns those into the exact number of shares to buy.

Total capital₹1,00,000
Risk per trade2%
Entry price₹200
Stop price₹180
Position size (shares)
100
Most you can lose
₹2,000
Risk per share
₹20
Money in the trade
₹20,000
Actual risk on capital
2.00%
Your stop sits ₹20 below the ₹200 entry. Risking 2 percent of ₹1,00,000 lets you hold 100 shares, which is ₹20,000 in the trade. If the stop is hit you lose about ₹2,000.

Worked example: a ₹10,00,000 account

Suppose you have ₹10,00,000 to invest and a stock you like trades at ₹500. You decide, before anything else, that this one position may cost you no more than 2 percent of your capital. Here is how that single rule turns into a precise number of shares.

StepWorkingResult
Total capitalWhat you have to invest₹10,00,000
Risk per tradeThe most you will lose on this position2 percent
Risk amount₹10,00,000 × 2 percent₹20,000
Entry priceWhat you pay per share₹500
Stop price10 percent below entry₹450
Risk per share₹500 - ₹450₹50
Position size₹20,000 ÷ ₹50400 shares
Money in the trade400 × ₹500₹2,00,000

If the stop at ₹450 is hit, you sell your 400 shares for a loss of ₹20,000, exactly the 2 percent you set aside to risk. The trade can go wrong and your account barely notices. Notice too that you put ₹2,00,000, a fifth of your capital, into a single name, which is already plenty of concentration for one idea.

Your call: size it, or back your conviction

You are very confident in this ₹500 stock. The rule says 400 shares for ₹2,00,000. The temptation is to go much bigger. Which do you do?

Remember this

RuleWhy it keeps you alive
Risk 1 to 2 percent per tradeNo single loss can wipe you out.
Let the stop set the sizeA wider stop means fewer shares for the same rupee risk.
Never oversize on convictionFeeling sure does not change the odds of being wrong.
Spread across positionsOne blow-up dents the portfolio, it does not end it.
Cut, do not double downAdding to a loser turns a small loss into a large one.

In short: position sizing, not stock picking, is what keeps you in the game. Decide how much you can afford to lose before you decide how much to buy, and let the stop tell you the rest.