De-Risk & Exit Rules
Make gains sticky and tails shallow. We define profit-lock stages, add/trim bands, and stop logic before entry, then measure adherence.
3
Profit-lock stages live
What it means: Staged trims at pre-declared R or % thresholds.
What it means: Staged trims at pre-declared R or % thresholds.
92%
Exit-rule adherence
What it means: Share of exits that followed the documented rule.
What it means: Share of exits that followed the documented rule.
-35%
Outlier loss days (YoY)
What it means: Reduction in >Xσ or >Y% loss days after rules went live.
What it means: Reduction in >Xσ or >Y% loss days after rules went live.
60%
Profits booked (realized)
What it means: Portion of gains realized vs. marked but not taken.
What it means: Portion of gains realized vs. marked but not taken.
Overview
Plan the Exit at Entry
Good exits are planned at entry. We use staged trims to bank risk, keep a core while the thesis works, and enforce disciplined stops when it doesn’t. This replaces “hope” with process and reduces outlier days.
Who we serve
Exit Discipline That Makes Gains Stick
We codify profit-lock stages, add/trim bands, and stop logic at entry—then measure adherence. Weekly reviews and exception notes turn lessons into rules, cutting outlier loss days and converting more marked gains into realized P&L.
