INFOGRAPHIC – Risk Management: Key to Trading Success

Erick Galvez

October 1, 2025

The Discipline That Defines Your Trading Success

Risk Management: The Core of Trading Survival

It’s not about predicting the future, but enduring in the market until probabilities work in your favor.

70%+

of retail traders lose money (ESMA data). The main cause is **uncontrolled exposure**, not a poor strategy.

Risk vs. Volatility: Not Synonyms

Volatility

  • Measures **price fluctuation** in the short term (e.g., standard deviation).
  • It is **quantitative** data.
  • It doesn’t necessarily imply a loss (it can reflect gains).

Risk

  • Possibility of suffering a **permanent capital loss** or failing objectives.
  • It is a **broad** concept (includes liquidity, credit, etc.).
  • Your true enemy: the silent erosion of capital.

Your Shield in Battle: Control Instruments

Stop Loss (SL)

Limits losses. Never improvise your exit strategy.

1-2% Rule

Maximum risk per trade to protect total capital.

Diversification

Distribute risk across sectors, assets, and regions.

R/R Ratio (1:2+)

Aim to gain twice as much as you are willing to risk.

Advanced Metrics: **Beta** (market sensitivity), **Sharpe Ratio** (risk-adjusted return), **Value at Risk (VaR)**.

Case Studies: The Importance of Discipline

1998

LTCM Collapse

The Nobel laureate fund failed due to **leverage abuse** and ignoring systemic risk. **Lesson:** No sophisticated model replaces basic risk control.

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Warren Buffett’s Discipline

Rule No. 1: **Never lose money**. His strategy is capital preservation and buying quality, avoiding high volatility and leverage.

2020

COVID-19 Panic

The VIX index soared (VIX > 80). Traders with **stops and discipline** survived liquidation and capitalized on the subsequent recovery.

Immediate Actions for Disciplined Trading

Define Your Risk Tolerance

Decide how much you can lose *without* compromising your financial stability.

Always Use Stop-Loss

Establish your loss limit before entering. **Never** improvise.

Keep a Trading Journal

Document trades to actively learn from your mistakes.

Avoid Chasing Losses

It’s a psychological trap. If the rule is broken, stop.

Control the Risk, Not the Luck!

Volatility is the market’s engine; poorly managed risk is what sinks your account. Turn risk into your ally.

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