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Portfolio Heat

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The term "portfolio heat", coined by Ed Seykota and Dave Druz, means the total risk to which a portfolio is exposed. This PosSizer calculates the portfolio heat by summing up the values of all open positions - allowing for use with systems without clear RiskStopLevels defined.

Select between the Wealth-Lab's three standard choices: fixed dollar, percent equity, or max percent risk, and limit the total risk of your portfolio with this PosSizer. A value in the 20-25% ballpark is a generally accepted value for a maximum level for portfolio heat.

Additionally, it's possible to treat long and short risk separately. Note: the maximum heat % takes precedence over long/short risk if, combined or either one of them, they're greater than the allowed max equity risk %.

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