Risk Management

Master risk management techniques to protect your capital and maximize long-term success when trading on DI Network's platforms.

Risk Management Fundamentals

The 1% Rule

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

Portfolio Size: $10,000
Maximum Risk per Trade: $100-200
Position Size Calculation: Risk Amount ÷ Stop Loss Distance

Risk-Reward Ratio

Target minimum 2:1 risk-reward ratio:

Entry: $40,000
Stop Loss: $38,000 (Risk: $2,000)
Take Profit: $44,000 (Reward: $4,000)
Risk-Reward Ratio: 1:2 ✓

Position Sizing Formula

Position Size = Account Risk ÷ (Entry Price - Stop Loss Price)

Example:
Account Risk: $200
Entry: $40,000
Stop Loss: $38,000
Position Size: $200 ÷ $2,000 = 0.1 units

Spot Trading Risk Management

Diversification Strategy

Asset Class Allocation:

  • Crypto: 40%

  • Commodities: 25%

  • Equities: 25%

  • Forex: 10%

Individual Position Limits:

  • Maximum 10% in single asset

  • Maximum 20% in single sector

  • Rebalance monthly

Dollar-Cost Averaging (DCA)

Reduce timing risk through systematic investing:

Stop-Loss Strategies

Percentage-Based Stops:

  • Conservative: 5-10% stop loss

  • Moderate: 10-15% stop loss

  • Aggressive: 15-20% stop loss

Technical Stops:

  • Support/resistance levels

  • Moving average breaks

  • Trend line violations

Perpetual Trading Risk Management

Leverage Guidelines

Beginner Levels:

  • Start with 2-3x leverage

  • Never exceed 5x until experienced

  • Understand liquidation mechanics

Experience-Based Limits:

Experience
Max Leverage
Recommended

Beginner

5x

2-3x

Intermediate

10x

3-5x

Advanced

20x

5-10x

Expert

50x

10-20x

Liquidation Protection

Health Factor Monitoring:

Liquidation Prevention:

  1. Monitor positions every 4-6 hours

  2. Add collateral when health factor < 1.5

  3. Reduce position size during high volatility

  4. Use stop-losses before liquidation levels

Funding Rate Management

Funding Cost Calculation:

Funding Strategies:

  • Close positions before expensive funding

  • Consider funding costs in profit targets

  • Use funding arbitrage opportunities

  • Monitor funding rate trends

Portfolio Risk Management

Correlation Analysis

Monitor correlation between positions:

Maximum Drawdown Limits

Set portfolio-level stop losses:

  • Conservative: 10% maximum drawdown

  • Moderate: 15% maximum drawdown

  • Aggressive: 20% maximum drawdown

Risk Budgeting

Allocate risk across strategies:

Psychological Risk Management

Emotional Control

Common Emotional Traps:

  • FOMO (Fear of Missing Out)

  • Revenge trading after losses

  • Overconfidence after wins

  • Analysis paralysis

Mitigation Strategies:

  • Stick to predetermined rules

  • Take breaks after losses

  • Celebrate small wins

  • Keep a trading journal

Trading Journal

Record for each trade:

Stress Management

  • Set daily/weekly loss limits

  • Take regular breaks from trading

  • Maintain work-life balance

  • Seek support when needed

Market Risk Assessment

Volatility Analysis

VIX-Style Indicators:

  • Low Volatility (<20): Increase position sizes

  • Medium Volatility (20-40): Normal sizing

  • High Volatility (>40): Reduce positions

Volatility Adjustments:

Market Regime Recognition

Bull Market Characteristics:

  • Higher highs and higher lows

  • Strong momentum

  • Low volatility

  • Strategy: Trend following, buy dips

Bear Market Characteristics:

  • Lower highs and lower lows

  • Weak momentum

  • High volatility

  • Strategy: Short bias, range trading

Sideways Market Characteristics:

  • Range-bound price action

  • Mean reversion tendencies

  • Strategy: Sell resistance, buy support

Technology Risk Management

Platform Risk

  • Use multiple exchanges/platforms

  • Keep funds in cold storage when not trading

  • Understand platform insurance coverage

  • Have backup trading methods

Smart Contract Risk

  • Understand protocol mechanics

  • Monitor audit reports

  • Start with small amounts

  • Stay updated on protocol changes

Operational Risk

  • Secure your private keys

  • Use hardware wallets

  • Enable 2FA on all accounts

  • Regular security audits

Risk Monitoring Tools

Real-Time Alerts

Set up alerts for:

  • Position P&L thresholds

  • Health factor warnings

  • Funding rate changes

  • Market volatility spikes

Risk Dashboards

Monitor key metrics:

Performance Analytics

Track risk-adjusted returns:

  • Sharpe Ratio: Return per unit of risk

  • Sortino Ratio: Downside risk focus

  • Maximum Drawdown: Worst peak-to-trough

  • Calmar Ratio: Return vs max drawdown

Emergency Procedures

Market Crash Protocol

  1. Immediate Actions:

    • Close leveraged positions

    • Reduce overall exposure

    • Move to stablecoins/cash

  2. Assessment Phase:

    • Evaluate portfolio damage

    • Identify forced liquidations

    • Plan recovery strategy

  3. Recovery Phase:

    • Gradual re-entry

    • Smaller position sizes

    • Focus on high-conviction trades

Black Swan Events

Prepare for extreme scenarios:

  • Keep 20% cash reserves

  • Understand circuit breakers

  • Have exit strategies ready

  • Don't panic sell at bottoms

Risk Management Checklist

Before Each Trade

Daily Review

Weekly Review

Monthly Review

Advanced Risk Techniques

Options Strategies

Use options to hedge positions:

  • Protective puts for long positions

  • Covered calls for income

  • Collars for range protection

Correlation Trading

  • Pairs trading for market-neutral exposure

  • Sector rotation strategies

  • Cross-asset arbitrage

Dynamic Hedging

  • Adjust hedge ratios based on volatility

  • Use derivatives for portfolio protection

  • Implement systematic rebalancing

Risk Management Resources

Educational Materials

  • Risk management books and courses

  • Webinars and workshops

  • Trading psychology resources

  • Market analysis tools

Community Support

  • Risk management discussion groups

  • Mentorship programs

  • Peer review systems

  • Professional consultation

Tools and Software

  • Position sizing calculators

  • Risk monitoring dashboards

  • Backtesting platforms

  • Portfolio analytics tools

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