Position sizing for client portfolios

📈 Sign up today at https://public.com/traderlion and earn a 1% uncapped match when you transfer your investments.📚 Order The Trader's Handbook Here: https://go.traderlion.com/uilGP📘 Get your FREE 115-page Ultimate Trading Guide: https://go.traderlion.com/uihtc🔍 Next-Generation Stock Screener: https://go.traderlion.com/uihtjTed Zhang is a 25-year-old portfolio manager at Revere Asset Management, which oversees over $400 million. Ted co-manages the Turbotecction portfolio with $30 million AUM — and his story is one of the most compelling we've featured on the show.Ted started trading during 2020 while studying pre-dental biology in college. He funded his first account with Uber Eats and DoorDash money, turned that initial capital into 15-20x during the SPAC boom, survived a 50% drawdown, and ultimately dropped his acceptance to Columbia Dental Medicine to pursue trading full-time. Through cold DMs, relentless persistence, and a deep love for the markets, he landed an internship at Rever — and never looked back.In this episode, Ted walks through his complete trading system, the "Magic Elixir" criteria he uses to identify super stocks, the books that shaped his approach, his full daily journaling and screening process, and six real trades from the Turboction portfolio — including SanDisk, Gold, Silver, REMX, and PL. He also shares his risk management framework, position sizing rules, and how he uses AI tools to accelerate fundamental research.🔥 What You'll Learn:✅ Ted's "Magic Elixir" super stock criteria — the modified CAN SLIM framework behind his best trades✅ How to structure position sizing and risk management when managing client capital (15-25 basis points per trade)✅ The 10 books that built his trading foundation — from Atomic Habits to 48 Laws of Power✅ His full daily journaling routine, pre-market process, and focus list audit system✅ Six real Turbotection portfolio trades walked through bar-by-bar with entries, stops, adds, and exits✅ How to use AI tools like Comet Browser to accelerate stock research and fundamental analysisThis isn't just theory — this is the real process behind managing $30 million in growth equities at 25 years old.Enjoy!- The TraderLion TeamConnect with TedEmail: ted@revereasset.com X/Twitter: https://x.com/TedHZhangRevere: https://revereasset.com/Public Sponsorship Disclosure:Paid endorsement.Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.Timestamps:0:00 - Ted's Trading Origin Story5:34 - 50% Drawdown & Forced Hiatus10:25 - Landing the Rever Asset Management Internship12:16 - Trading Style: Thematic Momentum Trading16:29 - Lessons from Don & Risk Management Philosophy22:16 - The 10 Books That Built Ted's System34:01 - 48 Laws of Power Applied to Trading41:19 - The "Magic Elixir" Super Stock Criteria53:18 - Position Sizing & Portfolio Construction58:28 - Trade #1: SanDisk (SNDK) — High Tight Flag1:24:00 - Trade #2: Gold (GLD) — Full Cycle Walkthrough1:31:08 - Trade #3: Gold Miners (Nugget/GDX) — Mistake & Lesson1:34:12 - Trade #4: Silver (SLV) — The Parabolic Move1:38:02 - Trade #5: REMX — Rare Earth Theme Trade1:39:56 - Trade #6: Planet Labs (PL) — Episodic Pivot1:42:18 - Daily Screening Process & AI Research Tools1:48:24 - Full Daily Journaling & Pre-Market Routine2:07:17 - Advice for Newer Traders2:08:47 - Closing