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Max position pct (15%) ZMPP

Z_MAX_POSITION_PCT | portfolio management | portfolio | portfolio | proposed

LogicZ_MAX_POSITION_PCT
Edge-
Samples0

Definition

Per-ticker concentration cap (market value): total market value across all lots of a single ticker must not exceed this fraction of equity. Market value = cost basis adjusted for price appreciation. Value = max fraction (0.15 = 15%).

Logic Triples

No first-class ontology mapping yet. Showing fallback logic: Z_MAX_POSITION_PCT

Strategies Using Atom

StrategyFamilyEdgeSignals
RS breakout aggressive: 1% risk, 15 holdings, monthly rebalance equity_curve - -
RS breakout conservative: 0.3% risk, 5 holdings, semi-annual rebalance equity_curve - -
RS breakout no breakout ranking equity_curve - -
RS breakout 42d rebalance (Stage 5) equity_curve - -
RS breakout with risk-based sizing and RS rebalance equity_curve - -