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    Risk Management Basics

    Lesson 6 of 6

    Article
    22 min read
    Beginner

    Why Risk Management is Critical

    Risk management is the most important skill in options trading. Even the best traders lose money on individual trades - what separates successful traders is their ability to control losses and protect their capital for future opportunities.

    Essential Risk Management Rules

    Follow these rules to protect your trading capital

    The 1-2% Rule

    Never risk more than 1-2% of your total portfolio on a single options trade

    Example: With a $10,000 account, risk no more than $100-200 per trade

    Position Sizing

    Start small and gradually increase position sizes as you gain experience

    Example: Begin with 1 contract, then 2-3 contracts, before considering larger positions

    Set Stop Losses

    Decide your exit point before entering the trade

    Example: If you buy an option for $2.00, consider selling if it drops to $1.00 (50% loss)

    Time Decay Awareness

    Understand how time affects your options value, especially in the final weeks

    Example: Options lose value faster as expiration approaches - don't hold too long

    Diversification

    Don't put all your options trades in the same stock or sector

    Example: Spread trades across different stocks, sectors, and timeframes

    Common Beginner Mistakes to Avoid

    ❌ Buying OTM Options Close to Expiration

    Why it's dangerous: These have very low probability of success and lose value rapidly

    Solution: Focus on ATM or ITM options with 30+ days to expiration

    ❌ Not Having an Exit Plan

    Why it's dangerous: Emotions take over when you're winning or losing money

    Solution: Set profit targets and stop losses before entering the trade

    ❌ Revenge Trading

    Why it's dangerous: Trying to make back losses quickly leads to bigger losses

    Solution: Take breaks after losses and stick to your trading plan

    ❌ Ignoring Implied Volatility

    Why it's dangerous: Buying expensive options (high IV) reduces profit potential

    Solution: Learn to recognize when options are overpriced

    Quick Risk Calculator

    Calculate your maximum position size based on the 2% rule

    Account Size

    $5,000
    $10,000
    $25,000

    Max Risk (2%)

    $100
    $200
    $500

    Max Contracts ($2 option)

    0.5 contracts
    1 contract
    2.5 contracts

    Remember: These are maximum amounts - you can always risk less!

    Exit Strategy Guidelines

    Taking Profits

    • • Consider taking profits at 25-50% gains
    • • Don't get greedy - small consistent wins add up
    • • Scale out of winning positions gradually
    • • Consider the time remaining until expiration

    Cutting Losses

    • • Set stop loss at 50% of premium paid
    • • Don't hold losing trades hoping for a comeback
    • • Exit when your thesis is proven wrong
    • • Avoid holding options in the final week

    🎉 Congratulations!

    You've completed the Beginner Learning Path! You now have the foundational knowledge needed to start your options trading journey safely and responsibly.