Portfolio & RiskSortino Ratio: Better Than Sharpe?
Sortino ratio explained: how it measures return per unit of downside risk, how it differs from the Sharpe ratio, the formula, and when to use each.
Bullynx Editorial Team · Jul 7, 2026 · 5 min read
Topic · 19 guides
Portfolio & Risk articles
Position sizing, diversification, drawdown, Sharpe ratio, rebalancing, and the process side of managing a portfolio like a system instead of a collection of hunches.
Portfolio & Risk
Portfolio & RiskIndex Funds vs Stocks: Which Is Better for You?
Index funds vs individual stocks compared on risk, effort, diversification and realistic returns, plus who each approach genuinely suits.
Bullynx Editorial Team · Jul 7, 2026 · 6 min read
Portfolio & RiskHow to Build a Stock Portfolio From Scratch
How to build a stock portfolio from scratch: a step-by-step path from goals to allocation to picks to sizing and review, with key risk rules.
Bullynx Editorial Team · Jul 7, 2026 · 5 min read
Portfolio & RiskCorrelation in Portfolios: Reduce Risk
Correlation in portfolios: how low-correlation assets reduce risk, how to read correlation, examples, and why correlations can break in a crisis.
Bullynx Editorial Team · Jul 7, 2026 · 5 min read
Portfolio & RiskBeta Explained: Measuring Stock Volatility
Beta explained: how the coefficient measures a stock's volatility versus the market, what beta above and below 1 means, how to use it, and its limits.
Bullynx Editorial Team · Jul 7, 2026 · 5 min read
Portfolio & RiskTake-Profit Strategies: How to Lock In Gains
Take-profit strategies: how to plan exits with R-multiples and targets, use trailing stops, and take partial profits without leaving gains to chance.
Bullynx Editorial Team · Jul 2, 2026 · 5 min read
Portfolio & RiskMaximum Drawdown: Formula and Recovery Math
Maximum drawdown is the largest peak-to-trough fall. The formula, a worked example, and the table of the gain each loss needs to get back to breakeven.
Bullynx Editorial Team · Jul 2, 2026 · 9 min read
Portfolio & RiskPosition Sizing Strategies Compared (2026)
Position sizing strategies compared: fixed dollar, fixed fractional, percent risk, and Kelly. See a table of pros and cons and which method to use when.
Bullynx Editorial Team · Jul 1, 2026 · 6 min read
Portfolio & RiskHow to Set a Stop Loss: Placement and Examples
Set a stop loss just beyond the level that proves your idea wrong, then size the trade so hitting it costs a small fixed share of the account.
Bullynx Editorial Team · Jul 1, 2026 · 5 min read
Portfolio & RiskKelly Criterion: Optimal Bet Sizing Explained
The Kelly criterion explained for traders: the formula, a worked example, why fractional Kelly is safer, and the limits of optimal position sizing.
Bullynx Editorial Team · Jun 30, 2026 · 7 min read
Portfolio & RiskRisk Per Trade: The 1% Rule and Why It Works
How much to risk per trade: why traders cap it at 1 to 2 percent of equity, the drawdown math behind the rule, and how to turn it into a position size.
Bullynx Editorial Team · Jun 29, 2026 · 7 min read
Portfolio & RiskPosition Trading: A Long-Term Strategy Guide
Position trading explained: how the long-term strategy works, how it differs from swing and day trading, finding setups, managing risk, and who it suits.
Bullynx Editorial Team · Jun 29, 2026 · 4 min read
Portfolio & RiskTrading Expectancy: The Real Edge Metric
Trading expectancy explained: the formula, a worked example, why it beats win rate, and how positive expectancy plus position sizing builds a durable edge.
Bullynx Editorial Team · Jun 29, 2026 · 6 min read
Portfolio & RiskWin Rate vs Risk/Reward: Why 40% Can Beat 70%
The breakeven win rate formula and the expectancy math, with worked examples showing how a 40 percent win rate can out-earn a 70 percent one.
Bullynx Editorial Team · Jun 7, 2026 · 7 min read
Portfolio & RiskTrading Risk Management: The Rules That Keep You In
Trading risk management in practice: the 1 percent rule, position sizing math, stop placement, risk reward, and surviving a losing streak, with examples.
Bullynx Editorial Team · Jun 7, 2026 · 8 min read
Portfolio & RiskSharpe Ratio Explained: Risk-Adjusted Return
Sharpe ratio explained: the formula for risk-adjusted return, a worked example, what counts as a good Sharpe ratio, and the limits of this classic metric.
Bullynx Editorial Team · Jun 7, 2026 · 6 min read
Portfolio & RiskPortfolio Management for Beginners: A Simple Guide
Portfolio management for beginners: asset allocation, diversification, rebalancing, and risk tolerance explained with a worked allocation example.
Bullynx Editorial Team · Jun 7, 2026 · 7 min read
Portfolio & RiskHow to Track a Portfolio: Metrics and Benchmarks
Track a portfolio by logging holdings and cost basis, then measuring total return, allocation, Sharpe ratio and drawdown against a benchmark index.
Bullynx Editorial Team · Jun 7, 2026 · 5 min read
Portfolio & RiskDollar-Cost Averaging Explained: How DCA Works
Dollar-cost averaging explained: how investing fixed amounts on a schedule lowers your average cost per share, with a worked DCA example.
Bullynx Editorial Team · Jun 7, 2026 · 8 min read
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