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Risk a fraction of the daily limit

Lesson 12 · about 8 min

Everything in this module points to the same sizing rule, and it is simple enough to write on a sticky note: risk one-fifth to one-tenth of the daily loss limit per trade. This lesson explains why those two fractions, how to turn them into contracts or lots, and how to know which end of the range you belong at.

Why the daily limit is the base

Per-trade risk in a personal account is usually set as a percentage of equity. In an evaluation, equity is a fiction and the drawdown allowance is the real account, but even that is not the binding constraint on a given day. The daily limit is. It is the nearest failure line, it resets each morning, and it is the one that oversizing reaches first (previous lesson).

So the base for sizing is the daily limit, and the question is how many consecutive losses you want to be able to absorb in one day before the rule fails you.

Risk as fraction of daily limit Consecutive losses to breach Probability of that streak on any given day (45% win rate) (55% win rate)
1/2 2 30% 20%
1/3 3 17% 9%
1/5 5 5% 1.9%
1/10 10 0.25% 0.03%

The probabilities are for a single run of that many trades; over a 20-day challenge with several trades a day, multiply the exposure. At 1/3, a 55% trader has a 9% chance of the fatal streak every time they take three trades, and will take many such runs. At 1/5 it is under 2% per run and, combined with a stop-for-the-day rule (Module 4), effectively never happens. At 1/10 the daily limit is not a realistic threat at all, and the whole evaluation is decided by the drawdown and your edge.

Which end of the range

Use one-tenth if any of these is true:

  • Your expectancy is unproven (fewer than 100 logged trades in this setup).
  • The drawdown is intraday trailing and has not yet locked.
  • You trade a product with large, fast moves relative to your stop (NQ, crude, gold).
  • The daily limit counts unrealised losses and a touch fails the account.

Use one-fifth if all of these are true:

  • Your log shows a positive expectancy over 100+ trades, net of costs.
  • The drawdown is static or EOD, or has locked.
  • You take 3 or fewer trades per day and have a hard stop-for-the-day rule at 2 losses.

Move from one-tenth to one-fifth only after the trailing line locks. Never move above one-fifth during an evaluation; the tables in the previous lesson show why.

Key idea: Size from the daily limit, not from the nominal account. One-tenth while the edge is unproven or the trail is live; one-fifth at most once it is locked and the log supports it.

Converting to contracts and lots

Risk per trade divided by the dollar risk per contract (or lot) at your stop, rounded down.

Futures, "$50,000" account, $1,000 daily limit, 1/10 sizing = $100 per trade:

Product Tick value Stop (points) Risk per contract Contracts at $100 Contracts at $200 (1/5)
MES $1.25/tick, $5/pt 8 $40 2 5
MNQ $0.50/tick, $2/pt 25 $50 2 4
ES $12.50/tick, $50/pt 8 $400 0 0
NQ $5/tick, $20/pt 25 $500 0 0
MCL $1/tick, $100/$1 move 0.30 $30 3 6

Yes, that means no full-size ES or NQ on a "$50,000" account at these fractions, unless your stop is far tighter than the product's normal noise. The nominal size lets you trade 5 ES contracts; the daily limit says that is one bad trade from failure. The firms know the difference; make sure you do.

Forex, "$100,000" account, 5% daily limit = $5,000, 1/10 sizing = $500 per trade:

Pair Stop (pips) Value per pip per standard lot Lots at $500 Lots at $1,000 (1/5)
EUR/USD 20 $10 2.5 5.0
GBP/JPY 30 about $6.50 2.5 5.1
XAU/USD $3.00 $100 per $1 move 1.6 3.3

Round down, always. Then add commissions and expected slippage to the loss side of your R so the numbers stay honest.

The reset trap

Once a trader has failed and paid for a reset, the temptation is to size up "to make the fee back". Run the numbers in the previous lesson again: for a trader with an edge, that lowers the probability of passing. For a trader without one, it changes nothing except speed. In neither case does it help. Reset, keep the same fraction, and if you have failed twice at one-tenth, the problem is the edge, not the size.

Try it: For the product you trade, write your normal stop in points or pips and compute risk per contract or lot. Then compute contracts at one-tenth and one-fifth of the daily limit for the evaluation you are considering. Put the one-tenth number on your rules sheet as the starting size and set it as the platform-level maximum.

Recap

  • The daily limit is the nearest failure line, so it is the base for per-trade risk.
  • One-fifth of the daily limit allows five straight losses; one-tenth allows ten; below one-fifth the daily rule stops being a realistic threat.
  • Use one-tenth while the edge is unproven or the trail is unlocked; one-fifth at most afterwards; never more during an evaluation.
  • Convert to contracts or lots by dividing risk by dollar risk at the stop and rounding down; full-size ES and NQ rarely fit a "$50,000" account.

See it drawn

Original diagrams for the ideas on this page. Illustrative, not real market data.

The spread of outcomes behind an expectancyA histogram of forty trades: a tall block of small losses on the left, a low spread of larger wins on the right, and a line marking the average outcome.NUMBER OF TRADES051024 LOSSES, AVG −$20016 WINS, AVG +$600EXPECTANCY +$120−$400−$200$0+$200+$400+$600+$800PROFIT OR LOSS PER TRADEexpectancy = (40% × $600) − (60% × $200) = +$120 per trade
Expectancy: the average trade. Forty trades sorted by outcome: 24 small losses and 16 larger wins. Weighting each side by how often it happens gives the average result per trade, marked here by the dashed line at +$120.
How a position size is worked outAccount size, risk per trade and stop distance feed into one box giving the number of shares.ACCOUNT SIZE$25,000your capitalRISK PER TRADE1%of the accountSTOP DISTANCE$0.50entry to stopPOSITION SIZE500 sharesrisk budget: $25,000 × 1% = $250position size: $250 ÷ $0.50 = 500 shares
Working out a position size. Three numbers decide how big a trade is: the account, the share of it put at risk, and the distance from entry to stop. One percent of $25,000 is a $250 budget, and a $0.50 stop divides into that 500 times.
An equity curve and its drawdownAn account balance rising over a year, falling from a peak to a trough, then climbing back to the old peak.ACCOUNT EQUITY$20k$12k$8k024681012TIME (MONTHS)PEAK $16,000TROUGH $12,000DRAWDOWN−25%RECOVERY
Equity curve and drawdown. An account balance plotted month by month. The fall from the $16,000 peak to the $12,000 trough is a 25% drawdown, and the shaded area lasts until the balance climbs back to the old peak.

Finished this module? Take the module quiz.