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Tiêu đề The 8 habits of winning investors
Trường học University of Oregon
Chuyên ngành Finance
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Instead, explains psychologist Daniel Kahneman, “we tend to judge the probability of an event by the ease with which we can call it tomind.” The more recently it occurred or the more viv

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bracing us to capture uncertain rewards Our anticipation

circuitry, says Paul Slovic, a psychologist atthe Univers

of Oregon, acts as a “beacon of incentive” that enables us to

pursue rewands that can be earned only with patience and

‘commitment If we derived no pleasure from imagining riches

down the road, we would grab only at those gains that loom

immediately in frontofus

‘Thus ourseeking system

functions partly as a blessing

and partly as a curse We pay

close attention to the possibi

ity of coming rewands, but we

also expect that the future will

feel better than it does once it

‘tums into the present

Avivid example of this is

the stock of Celera Genomics

Group In September 1999,

Celera began sequencing the

human genome By identi-

fying each of the 3 billion

molecular pairings that make

up human DNA, thecompany

could make one of the biggest

leaps in the history of biotech-

nology Investors went wild

with anticipation, driving

THE STUFF OF MEMORIES RESEARCHERS IN GERMANY tested whether anticipating a finan- cial gain can improve memory A team of neurologists scanned people's brains with an fMRI machine while showing them

pictures of objects like a hammer or a car, Some images were paired with the chance to win half aeuro, while others led to

no reward The participants soon learned which pictures were reliably associated

with the prospect of making

money, and the scan showed

that their anticipation

circuits fired furiously when those images appeared

Immediately afterward,

the researchers showed the

participantsa larger set of

pictures, including some that had notbeen displayed inside

the scanner, People were

highly accurate atdistin- guishing the pictures they

had seen during the experi- mentand equally adept at

recognizing which of those

pictureshad predicted a gain

‘Three weeks later the

the stock to a peak of $244 in

carly 2000 Then, on June 26,

Celera announced that ithad

participants came back to the Jab, where they were shown the pictures again This time

completed cracking the code

How did the stock react? By tan!

and another 12.7% the next day

Nothing had occurred to change the company’s fortunes for

the worse Quite the contrary: Celera had achieved a scientific

miracle, So what happened? The likeliest explanation issimply

thatthe anticipation of Celera’s success was so intense that

reality was a letdown Getting exactly what they wished for left

investors with nothing to look forward to, so they got out and

the stockcrashed

ing It dropped 10.2% that day

people could even more readily distinguish the pictures that had signaled a financial

gain from those thathad not—although they hadn't laid eyes

on them in 21 days! Astounded, the researchers wentback and re-examined the fMRI scans from three weeks earlier It

tumed out that the potentially rewarding pictures had set off

more intense activation not only in the anticipation circuits but

also in the hippocampus, a part of the brain where long-term

memories live

‘The fire of expectation, itseems, somehow sears the memory

m LOCK UPYOUR“MAD

MONEY” Put at least goae of

yyour stock money into a low-cost,

diversified index fund that owns

everything in the market Put 10%,

tops, at risk on speculative trades

Be sure this “mad money" residesin

2 separate account from your long

term investments; never mingle

them, Never add more money

to the speculative account (It's

especially important to resist that

temptation when your trades have

been doing well} If you get wiped

‘ut, close out the account

mm CONTROL YOUR CUES The stock market generates signals that can goad you into trading Try watching CNBC with the sound off

sa that none of the hullabaloo about what the matketis dọng this second can distract you Ifyou walk past

‘the local brokerage firm every day soyoucan sneak a peek at the elec:

‘tronic ticker, take a different route

Ifyou obsessively checka stock's price, use the “history” window on yourbrowser to count how many

‘times youve updated the price that day The number may shock you

USE YOUR WORDS

White vivid sights and sounds—say, red down arrows and scenes of

‘mayhem on the exchange floor—

fire up your emotions, the more complex cues of language activate analytical areas of your brain To prevent your feelings from over whelming the facts and leading you tosell ina panic, ask yourself:

(Other than price, what's changed?

» Aremy original reasons to invest still valid?

Should like tis investment even more now that it's cheaper?

mt TRACK YOUR FEELINGS

‘Many of the world's best inves tors have learned to treat their own feelings as reverse indicators! Excitement becomes a cue that it's

‘time to consider selling; ear tells

‘them they should be thinking about buying | once asked renowned fund manager Brian Posner of Fidelity and Legg Mason how he sensed whether a stock would be amoneymaker “Ifit makes me feel like Iwant to throw up." he answered, "I can be pretty sure it's

great investment.”

MONEY MAGAZINE@35|1972-2007 September 107

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YOUR MONEY AND YOUR BRAIN

of potential rewards more deeply into the brain

tion of reward,’ says neurologist Emrah Diizel, “is more impor-

tant for memory formation than is the receiptof reward”

Anticipation has another unusual neural wrinkle, Brian

Knutson has found that while your reflexive brain is highly

responsive to variations in the amount of rewand at stake,

itis much lesssensitive to

changes in the probability of

receivingareward Ifa lottery

jackpot was $100 million and

the posted odds of winning

fell fromone in10 million to

one in 100 million, would you

be 10 times less likely to buy

aticket? Ifyou're like most

people, you probably would

shrug, say “Along shot's along

shot” and be justas happy

buyinga ticketas before

‘That's because, as econo-

mist George Loewenstein of

Carnegie Mellon University

explains, the “mental image

of $100 million sets offa burst

of anticipation in the reflexive

regions of your brain Only

later will the analytical, or

reflective, areas calculate

that you're less likely to win

than Ozzy Osbourne is tobe

elected Pope, When possibil-

ityisin theroom, probability

phe anticipa-

reactor at Chernobyl, Ukraine melted down in 1986 Early

estimates were that tens of thousands of people might be killed

by radiation poisoning By 2006, however, fewer than 100 had died, Meanwhile, nearly 8,000 Americans are killed every year

by skin cancer, commonly caused by overexposure to the sun

In the typical year, deer are responsible for roughly 130

human fatalities—seven times more than alligators, bears, sharks and snakes combined Deer, of course, don't attack

Instead, they step in front of

cars, causing deadly collisions None of this means that nuclear radiation is good for you or that rattlesnakes are

harmless, What it does mean

is that we are often most

afraid of the least likely dan- gers and frequently not wor- ried enough aboutthe risks

that have the greatest chances

ofcominghome to roost We're no differentwhen

it comesto money Every

investor's worst nightmare isa

stock market collapse like the

crash of 1929 According toa

recent survey of 1,000 inves-

tors, there’sa 51% chance that inany given year, theU.S

stock market might drop by

one-third.” In fact, the odds

goes out the window

Ie’sno different when you

that US stocks will lose a third oftheir value in a given year are around 2%, The real

Your expectation of scoring a

big gain elbows aside your ability to evaluate how likely you are

to earn it That means your brain will tend to get you into trou-

ble whenever you're confronted with an opportunity to buy an

investment with a hot—but probably unsustainable—retum,

WHAT ARE YOU AFRAID OF?

Here are two questions that might, at first, seem silly

1 Which sriskler: a nuclear reactor or sunlight?

2 Which animal is responsible for the greatest number of

human deaths inthe US.?

Snake

Now let's look atthe answers

‘The worst nuclear accident in history occurred when the

melt down but that inflation will erode your savings Yet only 31% of the people surveyed were worried that they might run out of money during their first 10 years of retirement

If we were logical we would judge the odds ofa riskby asking how often something bad has actually happened under similar circumstances Instead, explains psychologist Daniel Kahneman, “we tend to judge the probability of an event by the ease with which we can call it tomind.” The more recently it occurred or the more vivid our memory of something like tin the past, the more “available” an event will be in our minds— and the more probable its recurrence will seem

THE HOT BUTTON OF THE BRAIN

DEEP INTHE CENTER OF YOUR BRAIN, level with the top ofyour

ears, lies a small, almond-shaped knob of tissue called the

amygdala (ah-mig-dah-lah) When you confronta potential

risk, this part of your reflexive brain acts asan alarm system— shooting signals upto the reflective brain like waming flares, (There are two amygdalas, one on each side of your brain.)

108 September MONEY MAGAZINE@35]1972-2007

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The results that amoment of panic can wreak havoc on

your investing strategy Because the amygdala is so attuned

to big changes, a sudden drop in the market tends to be more

upsetting than a longer, slower decline, even ifits greater in

total On Oct 19, 1987, the US stock market plunged

deeper one-day drop than the crash of 29 Big, sudden and

inexplicable, the '87 crash

was exactly the kind of event

thatsparks the amygdala, The

memory was hard to shake: In

198i

billion more worth of shares

in stock mutual fundsthan

they bought, and their net

purchases ofstock funds didn’t

recover top!

until 1991 One bad Monday

disrupted the behavior of mil-

lions of people for years

There was something more

at work here than merely,

investors’ individual fears

Anyone who has everbeen a

teenager knows that peer pres:

sure can make you do things as

part ofa group thatyou might

neverdoon yourown Butdo

you make aconscious choice

to conform ordoes the herd

exert an automatic, almost

magnetic, force?

People were recently asked

investors sold $

crash levels

FRIGHT MAKES RIGHT

I LEARNED HOW MY OWN AMYGDALA REACTS TO RISK when I participated in an experiment atthe University of lowa First Iwas wired up with electrodes and other monitoring devices

to track my breathing, heartbeat, perspiration and muscle activity Then I played a computer game designed by neurolo-

gists Antoine Bechara and Antonio Damasio, Starting with $2,000 in play money, Iclicked a mouseto select a card from one of four decks

displayed on the monitor in front ofme Each “draw” of a card made me either “richer” or“poore

that the two left decks were

Isoon learned

more likely to produce big gains but even bigger losses, while the two right decks blended more frequent but smaller gains with a lower chance of big losses Gradually I began picking most of my cands from the decks on the right by the end of theexperiment I had drawn 24 cards in a row from those safer decks

Afterward I looked over the printout that traced my spiking heartbeat and pant- ing breath asthe red alertof

to judge whether three-dimen-

sional objects were the same

risksweptthrough my body, even though Ididnt recall

folks being tested made these

choices in isolation, Other times they first saw the responses of

four “peers” (who were, n fact, colluding with the researcher),

When people made their own choices, they were right 84%

of the time When the peer group all made the wrong choice,

luals being tested chase correctly just 59%

of the time Brain scans showed that when the subjects fol-

lowed the peer group, activation in parts of their frontal cortex

decreased, as ifsocial pressure was somehow overpowering the

reflective, or analytical, brain

When people did buck the consensus, brain scans found

intense firing in the amygdala Neuroscientist Gregory Berns,

who led the study, calls this flare-up a sign of “the emotional

load associated with standing up for one's belief” Socialisola-

tion activates some of the same areas in the brain that are trig-

gered by physical pain In short, you go along with the herd not

hurts not to Being part of

however, the ind

because you want to but becaust

alarge group of investors can make you feel safer when ever

thingiis going great But once risk rears itsugly head, there's no

safety in numbers

on, when I drew a card that lost me $1,140, my pulse rate shot from 75 to 145 After a few more bad losses from the risky decks, my body would start reacting even before I selected a card from one of them Merely moving the cursor over the risky decks was enough to make my physiological functions go haywire My decisions, it turns out, had been driven by fear even though the “thinking” part of my mind had no idea I was afraid

Ironically—and thankfully—this highly emotional part of our brain can actually help us act more rationally When Bechara and Damasio run their card-picking game with people whose amygdalashave been injured, the subjects never learn to avoid choosing from the riskier decks Iftold that they have just lost money, their body doesn’t react; they can no longer feel a finan- ial loss Without the saving grace of fear, the analytical parts

of the brain will keep tryingto beat the odds, with disastrous

iding advantageously” concludes

so emotional.” $

results The process of de

Damasio, is not just logical but FEEDBACK: imvestor@moneymailcom

MONEY MAGAZINE®35|

September 109

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^^

b4

SHIFT_capability

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éé1£s ORSe€RS€ to say money cant buy happiness

But people exaggerate the extent +o which

more money can buy more happiness 99

Lae ere Se etc

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Masterofthe

Imperfect Mind Daniel Kahneman won a Nobel for explaining why people habitually make the wrong

moves when investing or spending their money Who better to tell you how to do it right?

finance, but Daniel Kahneman isn'tan ordinary psycholo-

gist In 2002 he won a Nobel Prize in economics for his

research into how people confront uncertainty Raised in France

and Israel and formerly a professor at the Hebrew University of

Jerusalem, UC-Berkeley and Princeton, Kahneman has spent

halfa century studyinghow the human mind works—or failsto,

Just retired at age 73, Kahneman is now writing abook about

decision-making in collaboration with MONEY’s Jason Zweig

‘Thetwo recently chatted on the record

> Itisn't often that a psychologist helps exphiin personal

Q Are people rational?

A Economists argue that people are rational—that they use all

available information to make decisions and that those deci-

sions are consistent over time Psychologists say that istorally

unrealistic Economists think about what people ought to do

Psychologists watch what they actually do

Q Such as?

‘A How people respond to arisk depends partly on how it is

described An investment said to have an 80% chance of suc-

cess sounds far more attractive than one with a20% chance of

failure The mind can't easily recognize that they are the same

Q You once said we'd all be better Investors if we Just made

fewer decisions

‘A Two decisions really matter: how much of your wealth you

‘want to put at risk and how much risk you want to take with it

Q Those aren't easy decisions!

A No, but they are few Investing should bean orderly process

in which you make long-term commitments along the course

those two big decisions set for you Small decisions tend to

be based on what the market does, and are likely to be wrong

‘That's why you should implement policies in a broad frame

rather than make decisions in a narrow frame

Q.What's the difference?

‘A Here's one example If you use a narrow frame and make

small decisions, you will buy and sell stocks one at atime You

will have high trading costs, sell your winners too soon and

PHOTOGRAPH BY JONATHAN SAUNDERS

hangon toyour losers too long On the other hand, if you usea

broad frame and implement a policy, you will rebalance regu- Jarly and automatically You will buy or sell stocks asa class, rather than one by one, and you will do so only when they cross atargetlevel that you have set in advance

Why does everything in life seem to go over budget?

A That's what I call the planning fallacy When you have a project to complete, you try to be realistic about how long it will take and what it will cost But your plan isstill largely a

best-case scenario, because it isbased only on your inside view Q.So if you'rerenovating your bathroom, say, don’t Just ask the contractor for his estimate—

‘A, —but also look atbroader statistics, like the national average

of what it costs to remodel abathroom—

'Q.—which,when werenovated the one in my house, was a lot closer to the final price than my contractor's lowball estimate

had been | thought I was getting a bargain [Pause.] Can we

change the subject, please? Does money make people happy?

A It's nonsense to say money doesn't buy happiness, but people exagyerate the extent to which more money can buy

more happiness Happiness is determined by factors like your health, your family relationships and friendships, and above all

by feeling that you are in control of how you spend your time

Q Can buying things make us happier?

A There’s an important difference between pleasures and comforts Pleasures are things like flowers, feasts, vacations— investments in family, friends and memories Comforts are material goods like a big new car or a giant plasma TV or—

Q.—arenovated bathroom

A, That's right Comforts always seem like abetter idea before you buy them than afterward Trust me, you will get more

‘durable satisfaction out of the money you spend on pleasures $

(MINDSOVER MONEY: In honor of MONEY's sth anniversary, we're run- ning special interviews with the smartest thinkers we've come across in three

‘Plus decades Send feedback to investor @moneymail com

MONEY MAGAZINE@®35|1972-2007 September 13

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SPECIAL REPORT

ofHumt

Again

including a prosperous third-generation family business

But all that couldn°t keep them in this still struggling city

BY MARLYS HARRIS PHOTOGRAPHS BY MELANIE GRIZZEL

Two years have passed since Hurricane Katrina smashed into New Orleans

And if you hang out downtown and don't look too closely, you might think that everything is back to normal The French Quarter, home to the city’s famous jazz clubs and eateries, is thỉck with tourists, and the Ernest N

hungry and hopeless hurricane survivors, again plays host to groups like the American Association of Law Libraries.and the International

Trang 10

ty

CouncilofS jopping Centers Butto the

cast, off Interstate 90, in the city’s hard-

est-hitneighborhoods, the landscape is

till post-apocalyptic On major arter-

ies, practically everything is boarded

up: shopping centers, supermarkets,

Walgreens, Wendy's, even gas stations,

Whatever side street you

‘tum into, the scene is pretty

much the same: couple of

rebuilt houses framed by

flowersand lawns, butalso

acres of empty lots, FEMA

trailers, tumbledown dwell-

ings and weeds that have

grown nose-high in the damp

Louisiana heat

Mark Pellissier, 44, and

his wife Billie, 41, who live

onsucha street, have had

enough This summer they

are leaving New Orleans,

where both were born and

grew up, to move—regret-

fully—to Adanta, Butthey

feel they have no choice The

storm sent Mark's business,

the Radiator Shop of New

Orleans, an automotive ser-

vices company that has been

inhis family for three gen-

erations, into a death spiral,

droppingits annual revenue

from $550,000 pre-Katr

to about $125,000 last year

They're fed up with the

molasses

The

PREKATRINA

452,

Now

PREKATRINA Now PREKATRINA Now

e pace of recov-

ery; even now they can't

getan ordinary phone line

installed And they're anx-

ious about the increase in PREKATRINA

violent crime and its threat

to their three boys, Jason, 16,

Jared, 14, and Jordan, 5 Only

a few months ago, a shoot-

ing occurred right on their

block They are also relue-

Now

PREKATRINA

tantto invest in a new house

“(don’t think anyone can

guarantee the levees,” says

Billie, a nurse If another

Now

116 September MONEY MAGAZINE®@35)1972-200;

NEW ORLEANS

Slow Road Back

223,288

mm

128

58

mm

23

12

368

61

$243,697

$196,174 Een

1%

4%

More aetEankony

‘ounce ana nx June 20,

storm comes along, New Orleans could

flood again, “I'm just not that kind of gambler,” she adds

‘The Pellissiershave already piled

up plenty of losses—for starters, their

$350,000 three-bedroom house

Lakeview, apricey neighborhood near

Lake Pontchartrain A rental house they own in East New

Orleans (and now live in) also suffered floor-to-rafters

damage Even though they had insurance on all their properties, payments fell

about 30% short of their

losses, not including their

personal belongings

in

170 Inleaving, the family

joins a diaspora ofhun-

dreds of thousands of Gulf

Coast residents who now live

in just aboutevery statein the

nation Some evacuated and stayed where they landed

Others lacked the means to return Still others, like the

Pollissiers, have grown

discouraged According to the

Katrina Index, amonthly report monitoring Gulf Coast rebuilding, New Orleans’

population has dropped by

51% The loss has been crippling, Such a sparse

number of people spread

randomly across acity makes

itnearly impossible for neighborhood businesses to survive or for familiesto find

viabk

to resettle

By moving to Atlanta, the

Pellissiers hope to recapture anormal life—one where supermarkets and hospi tals are open, where kids can travel safely to school and where ahouse stands a chance of appreciating, But

they still face substantial

communities in which

BROKEN DISHES, BROKEN BUSINESS Afterthe floodwaters receded, the Pellissiers Toundthelr homeln Tulns."Itwasover- whelming,"says Bille ‘Markandhisemploy- eeshadtoshovelthelr waylntohisshop

challenges The biggest: figuring out what todo with the Radiator Shop and

what Mark should do to earn a liv-

ing in Atlanta if the decision is to sell

Fairly free-spending before Katrina, the Pellissiers have little savings Billie's

40169 from an old job is wortha scant

$20,000; Mark has about the same in a

and they

have putaside nothing fortheirchil- dren's college education, Most difficult of all, perhaps, will be picking up a new life

in a town where they don't know every-

business retirement accoun

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