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Level 3
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Risk Management Checklist — 10 Rules to Tape to Your Monitor

Protecting Your Account — Lesson 0 of 0

The 10 Non-Negotiable Rules of Risk Management

You've learned position sizing. You know how stop losses work. You understand risk-reward ratios, drawdown math, and correlation risk. Now it's time to put it all together into a single, printable checklist that governs every trade you take.

These aren't suggestions. They're rules. Break them, and you'll pay — with your capital, your confidence, and eventually, your trading career.


The 10 Rules

10 risk management rules every trader should tape to their monitor
10 risk management rules every trader should tape to their monitor

Rule 1: Never Risk More Than 2% Per Trade

This is rule #1 for a reason. Calculate your dollar risk before placing any order. No exceptions, no "just this once."

Rule 2: Always Use a Stop Loss — NO EXCEPTIONS

Every trade gets a stop loss. Set it before you enter. If you can't define where you're wrong, you shouldn't be in the trade.

Rule 3: Minimum 1:2 Risk-Reward Ratio

If the chart doesn't offer at least 2x your risk as potential reward, skip the trade. Not every setup is worth taking.

Rule 4: Calculate Position Size BEFORE Entering

Use the formula: (Account × Risk %) ÷ (SL pips × Pip value). Never "eyeball" your lot size.

Rule 5: Don't Move Your Stop Loss Further Away

You set your stop for a reason. If the market hits it, you were wrong. Accept the loss and move on.

Rule 6: Stop Trading After 3 Consecutive Losses

Three losses in a day = stop trading. Your judgment is compromised. Come back tomorrow.

Rule 7: Check Correlations — Avoid Doubling Exposure

Before opening a second trade, check if it correlates with your first. If correlation > 0.70, treat them as one position.

Rule 8: No Trading During Major News (Beginners)

NFP, rate decisions, GDP releases — stay out until you have experience. Spreads widen, volatility spikes, stops get hunted.

Rule 9: Journal Every Trade — Win or Lose

Write down: pair, direction, entry, SL, TP, lot size, reason, result, lesson learned. This data is priceless for improvement.

Rule 10: Never Revenge Trade — Walk Away

Lost money? Feeling angry? Want to "win it back"? That's revenge trading — the fastest way to blow an account. Walk away. The market will be there tomorrow.


Your Pre-Trade Checklist

7-step pre-trade checklist — run through this before every single trade
7-step pre-trade checklist — run through this before every single trade

Run through these 7 steps before every trade:

  1. Check the economic calendar — Any high-impact news? If yes → don't trade
  2. Identify the setup — Does it match your strategy rules exactly?
  3. Mark Entry, SL, TP — What's the R:R? If below 1:2 → skip
  4. Calculate position size — Use the formula. Never guess.
  5. Check correlations — Am I already exposed to this currency?
  6. Emotional check — Am I calm, focused, and following my plan? If emotional → don't trade
  7. Execute — Place order with SL and TP already set. Done.

The Big Picture

You've now completed Level 3: Protect Your Money. You know more about risk management than 90% of retail traders. Here's what you've learned:

  • ✅ How to calculate exact position sizes for every trade
  • ✅ How to place effective stop losses and take profits
  • ✅ The risk-reward ratio and why 1:2 minimum is non-negotiable
  • ✅ Why win rate alone is meaningless without R:R
  • ✅ The asymmetric drawdown trap and how to avoid it
  • ✅ The 2% rule and multi-layer risk caps
  • ✅ Correlation risk and false diversification
  • ✅ These 10 rules that protect your capital for life

🎯 Remember: The goal of trading isn't to win every trade. It's to survive long enough for your edge to play out over hundreds of trades. These rules ensure you'll be around when those winning streaks come.

Next level: → Level 4: Build Your Trading System

📚 Next Lesson

Continue your journey → Support and Resistance — The Only 2 Lines You Actually Need

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