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1% Risk Position Sizing for DIY Traders in a 19 Position Portfolio
Practical position sizing for self-directed traders. Learn the core formula, size for slippage and leverage, and apply the rules to a 19 position model...
DIY Investors: 19 Position AI Momentum Portfolio That Survives Crashes
For DIY investors: AI momentum investing that pairs agentic AI with out of sample testing, volatility scaling, and a 19 position StockPilot model.
115–188 bps Edge? Research on Equal Weight Portfolios
See why research finds a 115–188 bps historical edge for equal weight portfolios. Compare ETFs vs DIY, learn cost and tax trade offs, and consider rules...
3.3%–3.9% Evidence Backed Base for Sustainable Withdrawals for Retirees
Find Morningstar-backed ranges for sustainable withdrawal rates, when flexible methods can raise starting spending, and how rules-based portfolios turn...
Automate Investing Discipline in 30, 90, and 365 Days for DIY Investors
Build investing discipline with behavior backed rules, copy ready checklists, and a 30/90/365 rollout to automate contributions, rebalance on rules, and...
6 Step SEC & Behavioral Checklist for DIY Investors: AI or Advisor
6 step checklist for DIY investors to choose AI or a human advisor, balancing SEC/FINRA disclosures and behavioral research. Includes StockPilot's 19...
Rules Based 4 Bucket Plan for DIY Recession Resistant Portfolios
Follow a four bucket rules based plan of liquidity, ballast, income, and growth to preserve capital and deploy dry powder in a downturn.
DIY Investors: StockPilot Example and a Nondiscretionary Checklist
Checklist for DIY investors to decide if nondiscretionary investing fits. See StockPilot's 19-position model and how you keep trade authority.
Buy the Dip: 4 Rules for Individual Investors, Keep 5–20% Cash
A rules-first buy the dip plan for individual investors that gives four entry signals, a 5–20% cash reserve, position sizing limits, and a rules based...