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Risk Management & Trading Psychology

Cognitive biases that cost traders

Loss aversion, confirmation bias, recency and overconfidence are predictable. Rules exist to outvote them.

The usual suspects

Loss aversion: losses feel roughly twice as painful as equal gains feel good, which pushes people to avoid realising losses. The disposition effect is the result — selling winners too early and holding losers too long.

Confirmation bias: seeking information that supports your position. Recency bias: overweighting the last few trades. Overconfidence: overestimating the accuracy of your judgement, often after a winning streak. Sunk-cost fallacy: 'I've lost so much, I can't sell now.'

Countermeasures

Pre-commit: write entry, stop and target before entering. Use checklists. Write the bear case for every long. Take a mandatory break after a daily loss limit or after a big win.

Worked example

The stop that kept moving (synthetic)

  1. Planned: 100 shares, entry $30, stop $29 (1R = $100).
  2. At $29.10 the trader moves the stop to $28 'to give it room' (now 2R), then to $27 (3R).
  3. Price reaches $26.50: loss $350 = 3.5R. Loss aversion turned a planned 1R loss into 3.5R.

The plan made in a calm state should overrule decisions made in pain.

Common misconceptions

Experienced traders are immune to biases.

Experience helps recognise them; rules and routines are what contain them.

Averaging down always lowers risk.

It lowers the average price but increases size in a position that is going against you.

Checkpoint

Selling winners quickly while holding losers hoping they recover is called: