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INTERMEDIATETrading Fundamentals 30 min · 3 chapters

Building a Trading Strategy

The components every rules-based trading strategy needs -- entry logic, exit logic, sizing, and how to think about testing it honestly.

Chapter 1 of 3

INTERMEDIATE

The anatomy of a rules-based strategy

A complete trading strategy answers four questions precisely enough that two different people following the rules would take the same action: When do I enter? How much do I trade? Where do I exit if I'm wrong? Where do I exit if I'm right? A strategy that only answers the first question is not yet a strategy -- it is an opinion.

Writing the rules down explicitly, before trading them, is what makes a strategy testable and improvable. It also removes a large source of emotional decision-making in the moment, which is where many otherwise-sound approaches break down in practice.