Concentrated positions under a trading plan
research note, Founder practice desk. Published on corpus day -45; reviewed every 90 days.
105d
Age
15d
Past review
1
Passages
0
Cited by opportunities
Past its review date by 15 days
Still retrievable, with its relevance halved and this state on every passage. Nothing here withdraws it; the founder practice desk does.
Passages
Where a trading plan is in place, a single position above the household threshold may be carried. The plan is the mitigation, and no further action is required until it completes.
Disagreements this document is part of
concentration plan suffices
Concentrated positions under a trading plan is past the review date. The newer document is more likely to be current, but nothing here has been withdrawn, so both stand until a desk resolves it.
- Managing single-name concentrationno: a trading plan schedules sales and the breach stands until they complete
- This documentyes: the plan is the mitigation and no further action is required
Cited by
No opportunity cites this document. It is retrievable as related reading.