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Strategy guide

Short Selling

Profiting from declines, with risk that is not symmetrical to going long.

Advanced1 minute to dailyUS equities

Overview

Short sellers borrow and sell, aiming to buy back lower. The strategy demands respect for unlimited upside risk, borrow cost and squeeze dynamics.

How it works

Identify an extended move or broken structure, define the level that invalidates the idea, and size so a squeeze is survivable.

Typical setup

  • Extended move losing momentum
  • Failed push on lower volume
  • Hard stop above the recent high

Advantages

  • Two-sided opportunity
  • Downside moves are often faster

Risks

  • Unlimited theoretical loss
  • Short squeezes
  • Borrow may be unavailable or expensive
  • Halt risk

Common mistakes

  • Shorting strength with no signal of failure
  • Holding through a halt
  • Using long-sized positions

Risk management notes

Short size should be smaller than an equivalent long, with a stop that is actually honoured.

This guide is educational. It is not a signal service, a recommendation, or a claim that this strategy is profitable. Trading involves substantial risk of loss.