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Risk Management Intermediate 1 min read

Expectancy

Definition
Average amount expected to win or lose per trade.

Expectancy, in the context of trading, is a measure that quantifies the average amount expected to win or lose per trade. It's a key metric used to evaluate the potential profitability of a trading strategy, taking into account both the win rate and the risk-reward ratio.

How It Works

Expectancy is calculated using the following formula:

Expectancy = (Win Rate * Average Win) - (Loss Rate * Average Loss)

Where:

  • Win Rate is the percentage of winning trades
  • Average Win is the average amount won per winning trade
  • Loss Rate is the percentage of losing trades (100% - Win Rate)
  • Average Loss is the average amount lost per losing trade

For example, if your win rate is 60%, average win is $500, average loss is $300, then:

Expectancy = (0.6 * $500) - (0.4 * $300) = $120

Why It Matters

Expectancy is a crucial concept for traders as it helps to:

  • Assess the potential profitability of a trading strategy
  • Compare different strategies
  • Identify the need for improvement in win rate, average win, or risk-reward ratio
  • Make informed decisions about risk management and position sizing

Even a small improvement in expectancy can lead to significant long-term gains, making it a valuable tool for traders at all levels.