Infographic – How to Calculate Position Size in Forex and Protect Your Capital: The Strategy

Cathy Dávila

November 7, 2025

Infographic: Mastering Forex Position Sizing

The Blueprint to Professional Trading

Mastering Forex Position Sizing and Risk Management

The Secret: Investor vs. Gambler

The real difference between a professional investor and a gambler doesn’t lie in a magic indicator or luck. It resides in **risk management**. The most vital manifestation of this is the correct calculation of your position size on every single trade.

Forex Market Volume

A vast ocean of opportunity and volatility.

$7.5+
Trillion
Per Day (BIS Data)

The 1-2% Cornerstone Rule

Professional traders protect their capital above all else. The golden rule is to **never risk more than 1% to 2%** of your total account capital on a single operation.

This provides a robust statistical cushion, protecting you from unexpected losing streaks and ensuring your long-term survival.

Account Capital Allocation per Trade

Surviving the Storm

With a 2% risk rule, you would need **50 consecutive losses** to wipe out your account.

Understanding Lot Sizes

Your calculated position size is given in “lots.” Here’s what that means in practical terms.

Lot Type Units (Base Currency) Typical Pip Value (USD Pair)
Standard Lot 100,000 $10.00
Mini Lot 10,000 $1.00
Micro Lot 1,000 $0.10
Nano Lot 100 $0.01

The 3-Step Master Formula

This is the simple math that grants you control. Follow this process for *every* trade.

1

Define Risk Capital

Total Capital x % Risk = $ Risk

2

Define Trade Variables

Stop-Loss (in Pips) & Pip Cost

3

Calculate Position Size

$ Risk / (SL Pips x Pip Cost) = Lots

Formula in Action: An Example

Let’s use the article’s example: A **$15,000** account, a **1.5%** risk tolerance, and a **50 Pip** Stop-Loss.

$15,000
1.5%
$225
50 Pips
0.45
Standard Lots

Dynamic Factor: Volatility

Your position size must adapt. In high volatility (e.g., news events), your Stop-Loss must be wider. To maintain the same $225 risk, your position size must *decrease*.

Dynamic Factor: Correlation

Opening two 2% trades on correlated pairs (like EUR/USD and GBP/USD) is **not 2% risk**. It’s aggregated risk, as both are bets on the USD.

Aggregated Account Risk

Your Toolkit for Success

Expert Tips for Beginners

  • **Start with Demo or Micro Accounts:** Prove your strategy and discipline before committing real capital.
  • **Maintain a Trading Journal:** Document every trade’s calculation and reasoning. This is how you build **Trust**.
  • **Review and Adapt:** Your journal is your feedback loop. If your drawdown is too high, lower your risk percentage.
  • **Focus on Consistency:** A sustainable business is built on 100 disciplined trades, not one lucky “home run.”

Key Takeaways

  • **Your Risk is Fixed (1-2%):** This is your non-negotiable insurance policy.
  • **Your Stop-Loss is Dynamic:** It’s based on technical analysis and volatility.
  • **Your Position Size Adapts:** This is the variable that connects your fixed $ risk to your dynamic pip risk.

Infographic based on “The Ultimate Blueprint: Mastering Forex Position Sizing and Risk Management.”

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