Consider These Two Trading Strategies...

Discussion in 'Risk Management' started by Visaria, Jan 28, 2016.

  1. Visaria

    Visaria

    Strategy A has 60% win rate, 1:1 reward/risk
    Strategy B has 40% win rate, 2:1 reward/risk

    You can only choose one strategy. Which one do you pick?
     
  2. I would say strategy B - reward is two times bigger while the probability of success is less than two times smaller. My total reward is (win_rate * reward), so B is better. Or am I overlooking something?
     
  3. @Visaria

    ............................

    so you are also a vendor, promotor, associate.... and what else?

    LOL

    good luck anyway trading comrade
     
    Last edited: Jan 28, 2016
  4. Visaria

    Visaria

    i'm none of these. also i'm not your comrade.

    u r now on ignore.
     
  5. K-Pia

    K-Pia

    Some parameters are missing.
    Like position sizing
    Max Drawdowns
    ...

    Strategy 1
    -> x*0,6 - x*0,4 = 0,2x
    Strategy 2
    -> 2x*0,4 - x*0,6 = 0,2x

    In the long run they should deliver the same results.
    But Strategy 2 has more room for black swans.
    So Strategy 2 I'd choose

    The greater the risk reward,
    The more gains from an increase in P(Gains) and the more robust to a decrease in P(Gains).
     
    Buck and nakachalet like this.
  6. Visaria

    Visaria

    Yes, u r right that both have the same expected value, 0.2

    However, position sizing is up to you. Which affects long run results...therefore in the long run, they will not produce the same results.

    So bearing that in mind, would u still choose strategy B?
     
  7. K-Pia

    K-Pia

    I didn't get your point.
    According to the expected value,
    You'd get the same return, leverage or not.

    If you really have a 60% accuracy (S1)
    Then you're allowed to leverage more.

    But I'd still prefer (S2) because accuracy fluctuate.
    It's more robust against adverse periods.
    And you make more money when lucky.
     
  8. Visaria

    Visaria

    Assume no black swans etc. Assume the win rates are correct over 100 trades.

    Would you use the same position size in both strategies?
     
  9. Xela

    Xela


    The first, of course.

    Who's going to choose a 40% win-rate in preference to a 60% win-rate with the same overall return, given all the adverse implications for losing runs, losing patches and position-sizing involved?
     
    kut2k2, Visaria and nakachalet like this.
  10. K-Pia

    K-Pia

    In this case. Become an economist. Not a trader. No I'd bet 5% with strategy 1 and 2,5% with strategy 2. But I tend to the same ROI with both. So I'd choose S2. You get the same for less leverage.
     
    #10     Jan 28, 2016