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PORTFOLIO-MANAGEMENT-INVESTING4 MIN READ

Keep behavioral risk controls ready

Recall practical responses to common behavioral investing biases.

battlecard The client says: Sell the losers so I do not have to see them. Use when loss aversion is pushing a sell decision. Your line Let's review what job each holding has before we sell. If the role is broken, we sell; if the role still holds, we can rebalance or harvest losses without abandoning the exposure. Do not say losses are only on paper. The pain is real; the trade still needs a rule. It validates the loss while moving the decision to role, thesis, and implementation. Mental account or household balance sheet? Compare Do not erase the…

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