Solo investors often size in shares. Desks size in percent of book.
Simple math
- Book = total liquid risk capital you assign to this strategy.
- Position weight % = position market value ÷ book.
- Add size % = capital you still put in ÷ book.
Book: $150,000
Current NVDA weight: 4%
Single-name cap: 15%
Headroom: 11 percentage points
Proposed add: 2% of book = $3,000
Post-add weight: 6% (still under cap)
Paste holdings with weight and cost basis into the desk so Brief/Pass can respect the same numbers you use on paper.
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