Copyright © 2007 by Thomas N. Bulkowski.

All rights reserved

Fill in the yellow cells with appropriate numbers. The blue cells show the number of shares.

Percent-risk money management technique

Account equity: $100,000.00 3

Stock buy price $300.00 3
Stop loss price $297.00 3
% equity to risk: 1.00% 3

Stop loss risk: 1.00% E

Position risk size: $1,000.00 E
Cost: $90,000.00 E
% of portfolio: 90% E

Shares to buy: 300 E

Percent-volatility money management technique

Volatility: $2.00 3

Shares to buy: 500 E

mas N. Bulkowski. All rights reserved

s with appropriate numbers. The blue cells show the number of shares.

agement technique

How much is your entire trading portfolio worth?

What is the anticipated buy price for this stock?
What is the stop loss price?
On a percentage basis, how much of your account equity ($100000.00) are you willing to lose?

This is the percentage loss that you risk on this trade (determined by the stop loss price)
This is the dollar amount you could lose for this stop loss price.
This is the cost for the stock
This is the percentage that this position represents in a portfolio of similar holdings.
(Rounded to the nearest 100 shares). This is the number of shares to buy using the percent-risk
technique

management technique

What is the stock's price volatility (Patternz has this on the Chart form/Stops button or you can use
the average true range over the last 21 trading days)?

(Rounded to the nearest 100 shares). This is the number of shares to buy using the percent-
volatility technique