Intermediate Level

Position Size Calculator

Calculate how many shares to buy based on your risk tolerance. Essential tool for proper portfolio management and risk control.

Position Size Calculator

Recommended: 1-3% for conservative, 3-5% for aggressive

Price at which you'll sell to limit losses

Position Sizing Results

Maximum Shares to Buy

200

Total Investment

$20,000

Dollar Amount at Risk

$1,000

Risk per Share

$5.00

Portfolio Allocation

40%

Risk level is appropriate

Position Size Calculator

Determine how many shares to buy based on your risk tolerance and portfolio size. This is crucial for risk management!

What is Position Sizing?

Position sizing means deciding how much money to put into each investment. It’s one of the most important - but often overlooked - parts of investing.

How to Use This Calculator

  1. Portfolio Value: Total value of your investment account
  2. Risk Percentage: How much of your portfolio you’re willing to risk (typically 1-5%)
  3. Stock Price: Current price per share
  4. Stop Loss: Price where you’ll sell if it goes against you

The calculator tells you:

  • Maximum shares to buy
  • Total investment amount
  • Dollar amount at risk

Position Sizing Rules

Conservative Investor: 1-2% risk per position Moderate Investor: 2-3% risk per position Aggressive Investor: 3-5% risk per position

Never risk more than 5% on a single position!

Example

  • Portfolio: $10,000
  • Risk tolerance: 2% = $200
  • Stock price: $50
  • Stop loss: $45 (you’ll sell if it drops here)
  • Risk per share: $5

Maximum shares: $200 ÷ $5 = 40 shares

This way, even if you’re wrong and hit your stop loss, you only lose $200 (2% of portfolio).

Category

Risk Management

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