Sort behavioral portfolio errors from their controls

Match each behavioral statement to the portfolio control that best counters it. Role review and rebalance rule Household-level exposure report Base-rate and evaluation window Position limit and thesis log This fund is down 22%; sell it so I stop seeing the loss Do not sell this loser until it gets back to my purchase price My founder shares are different from the rest of my money I cannot sell the inherited bank stock because it is family money This fund led the category last year, so it should get more capital Markets just fell, so they are too dangerous for…

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