§ 01
| Method | How It Works | Best For |
|---|---|---|
| Equal weight | Same dollar amount in each stock | Beginners, maximum diversification |
| Market-cap weight | More in bigger companies | Mirroring the index (what S&P 500 does) |
| Conviction weight | More in your highest-conviction ideas | Experienced investors with research edge |
§ 02
A common rule of thumb: no single position should exceed 10% of your portfolio for diversified investors. Professionals often cap at 5%.
§ 03
In the **Portfolio** view, try switching between weight modes: Custom, Equal, Price, Mkt Cap. Watch how your allocation changes.
§ 04
§ 05
Your single highest-conviction stock could plausibly lose 50% in a bad scenario. How should you size it?
Five questions · AI feedback
Sit with the ideas.
Your portfolio has 10 stocks. You invest $10,000 equally across all of them. Stock A doubles in value while the others are flat. What happens to your equal-weight allocation?
Why:
Try this in paper trading
Dollar-cost average for four weeks
Pick one ETF or stock you'd hold for 10+ years. Paper-buy the same dollar amount of it once a week for four weeks — same day each week. Journal what you noticed about the rhythm of the discipline.
Open paper portfolio →Practice mode — simulated trades, not investment advice.