← The Casebook

Case file

Disposition Effect

Filed under
Need To Act Fast

The charge

People tend to sell winners too early and hold losers too long.


How it operates

Realizing gains feels good and proves us right, while realizing losses is painful and feels like admitting a mistake.

Logged incidents

  1. Incident 01

    A portfolio manager trims a strong stock too soon but keeps the laggard hoping to get even.

  2. Incident 02

    A founder quickly abandons a promising acquisition channel after one win while clinging to underperforming brand spend.

  3. Incident 03

    A sales leader keeps dead accounts on the books instead of reallocating effort.

What to watch for

Catch it when break-even becomes the target instead of future value. Ask: 'Would I buy or hold this today if I had no history with it?'

Recommended action

Set predefined exit rules and rebalance on a schedule rather than by emotion.

Known associates

Source of record

en.wikipedia.org

File your own case

Open the same case on your own draft.

Paste a memo, a research draft, or a strategy argument. It is scored against all 175 cards, and the strongest two or three risks come back with the evidence quoted and one practical next check.

Open a case on your draft →