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Components of a Summary Table

Summarizing strategies for quick reference

Recap

  • Risk profile and summaries are meant to be revisited, and reanalyzed
  • Summaries give us deeper, more complex info to help us better understand the nature of our risks
  • The ability to plan ahead is crucial to risk management strategy and rational decision-making
  • Profit targets and capital allocation are subjective management decisions – not hard rules
  • Delta, Theta, Vega, and Gamma are commonly used risk management metrics called "greeks"

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root strategies