Portfolio Kill Switch

Lesson Overview

In "Portfolio Strategies & Risk" → "Portfolio-Level Risk", this lesson "Portfolio Kill Switch" builds knowledge you can apply immediately.

Portfolio drawdown > 15% → halve all strategy sizes. > 25% → flat all. Pre-defined rules.

Core Concepts

These points align with the video walkthrough—take notes as you watch.

• ▸Portfolio drawdown > 15% → halve all strategy sizes.
• ▸> 25% → flat all.
• ▸Pre-defined rules.

Practical Application

After studying, complete the companion practice lesson to move from understanding to doing.

• ▸Follow along in Jupyter or VS Code
• ▸Log how parameter changes affect backtest results
• ▸Submit a reproducible analysis notebook

FAQ

• ▸Q: How does this lesson fit the course? A: Part of "Portfolio-Level Risk"—follow the curriculum order.
• ▸Q: What do I need? A: Demo account and notes; quant lessons need a Python environment.
• ▸Q: How do I know I've mastered it? A: Pass the quiz and explain three key points of Portfolio Kill Switch on your own.