13 Comments
User's avatar
SubuTrade's avatar

Great post, and I totally agree. Position sizing is just as important as buy/sell. Everyone seems to focus on buy/sell, few discuss position sizing.

Expand full comment
Jason Perz's avatar

You know it brother! It’s everything.

Expand full comment
Blake's avatar

Thank you, what a great lesson again, printing this new article from the AAOResearch University to read it offline

Expand full comment
Jason Perz's avatar

Love it! I do the same. Hit me up with any questions.

Expand full comment
Tom Ward's avatar

Thanks Jason, this is brilliant stuff! One question if you have time: why do you need different multiple ATR stops for different volatility instruments? Won’t the volatility be factored into the ATR and therefore look after itself?

Expand full comment
Jason Perz's avatar

Great question. I do this for my trades. I found more of an edge like this. Just from backtesting. I treat every asset class a little differently. That is just the way I have always done it.

Expand full comment
Tom Ward's avatar

Thank you!

Expand full comment
Jason Perz's avatar

Anytime Tom

Expand full comment
Tom Ward's avatar

And a couple more questions if I may: once you’re in a position, is it just the initial stop and the trailing stop that get you out? No partial profits, no trimming etc?

And what is your level where you consider two instruments so correlated that you need to account for it? E.g. 0.5 or above, 0.7 or above?

Many thanks, I really appreciate your time.

Expand full comment
Jason Perz's avatar

Anytime Tom. It’s the exit signal or the trailing stop. No vol targeting at all.

.7 is good. Think about commodities like oil, gasoline and heating oil. I cut the positions for each in half if they are all in buy signals for example.

Expand full comment
Tom Ward's avatar

Thanks. And what is the difference between the exit signal and the trailing stop? Is one an ATR multiple and the other a change of trend signal? So it’s whichever comes first?

Expand full comment