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 · 25 guides
Portfolio & Risk
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 & RiskRisk Tolerance: Find Yours Before Investing
Risk tolerance explained: the difference between capacity and willingness, how to assess yours, how it maps to asset allocation, and when to revisit it.
Bullynx Editorial Team · Jul 7, 2026 · 5 min read
Portfolio & RiskPortfolio Rebalancing: When and How
Portfolio rebalancing: how to restore your target asset mix, calendar versus threshold methods, a worked example, and the costs and taxes to weigh.
Bullynx Editorial Team · Jul 7, 2026 · 5 min read
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 & RiskDCA vs Lump Sum: Which Actually Returns More?
DCA vs lump sum investing: what the evidence says about returns and risk, the real trade-off between them, and which one suits which investor.
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 & RiskAsset Allocation Explained for Beginners
Asset allocation explained: how splitting money across asset classes manages risk, common risk-based mixes, how age and goals shape it, plus rebalancing.
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 & RiskDrawdown Recovery Math: The Loss Trap
Drawdown recovery math explained: why a bigger loss needs an even bigger gain to recover, a recovery percentage table, and why risk caps matter.
Bullynx Editorial Team · Jul 2, 2026 · 6 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 (With Examples)
How to set a stop loss: structure-based and volatility-based placement, how it links to position sizing, worked examples, and the mistakes to avoid.
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 & RiskThe 1% and 2% Risk Per Trade Rule
The risk per trade rule explained: why traders cap risk at 1 to 2 percent of equity, the drawdown math behind it, and how it ties into position sizing.
Bullynx Editorial Team · Jun 29, 2026 · 6 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 & RiskHow to Track a Portfolio: Metrics That Matter
How to track a portfolio the right way: which performance and risk metrics matter, how to benchmark against the S&P 500, and tools that automate the analytics.
Bullynx Editorial Team · Jun 1, 2026 · 5 min read
Portfolio & RiskMaximum Drawdown Explained: Measuring Worst-Case Loss
Maximum drawdown explained: the peak-to-trough formula, a worked example, why MDD matters for risk, recovery time, and how it pairs with the Sharpe ratio.
Bullynx Editorial Team · May 31, 2026 · 6 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 · May 30, 2026 · 6 min read
Portfolio & RiskPortfolio Diversification: How Spreading Risk Works
Portfolio diversification explained: how spreading capital across uncorrelated assets reduces risk, the role of correlation, Markowitz theory, and practical limits.
Bullynx Editorial Team · May 29, 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 · May 28, 2026 · 7 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, pros, cons, and FAQs.
Bullynx Editorial Team · May 23, 2026 · 7 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 · May 21, 2026 · 7 min read
Portfolio & RiskTrading Risk Management: Position Sizing and the 1% Rule
Trading risk management explained: the 1% rule, position sizing math, stop-loss placement, risk/reward, and how to survive a losing streak with worked examples.
Bullynx Editorial Team · May 2, 2026 · 7 min read
Know your risk before you size the trade. Bullynx tracks your portfolio with the metrics that matter: drawdown, Sharpe, and exposure, plus AI analysis on every chart you upload.