MINDSETMonths to result

The Assassins' Framework

Cut losses, let winners run

Problem it solves

limiting beliefs

Best for

Investors who want to minimize losses and maximize gains

Not ideal for

Investors who are emotionally attached to their investments

Overview

Why this framework exists

The Assassins' Framework is a investing strategy that focuses on cutting losses and letting winners run. It involves setting a stop-loss level and sticking to it, even if it means selling a losing investment. The framework also emphasizes the importance of having a plan and being disciplined in one's investing decisions.

Core principles

3 total
  1. Cut losses quickly to minimize damage
  2. Let winners run to maximize gains
  3. Have a clear plan and stick to it

Steps

3 steps
  1. Set a stop-loss level
    Determine the maximum amount of loss you are willing to accept on an investment and set a stop-loss level accordingly.
    Pro tipUse a stop-loss level that is based on a percentage of the investment's value, rather than a fixed amount.
    WarningBe careful not to set the stop-loss level too low, as this can result in selling a winning investment too early.
  2. Monitor the investment's performance
    Keep track of the investment's performance and be prepared to sell if it reaches the stop-loss level.
    Pro tipUse a portfolio management tool to help monitor the investment's performance and receive alerts when the stop-loss level is reached.
    WarningBe careful not to get emotionally attached to the investment and hesitate to sell when the stop-loss level is reached.
  3. Sell the investment if it reaches the stop-loss level
    If the investment reaches the stop-loss level, sell it immediately to minimize further losses.
    Pro tipUse a limit order to sell the investment at the stop-loss level, rather than a market order.
    WarningBe careful not to sell a winning investment too early, as this can result in missing out on potential gains.

Checklist

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Examples

3 cases
Genmab

An investor bought shares in Genmab, a Danish biotechnology company, but the stock performed poorly and the investor sold at a 30% loss. If the investor had not sold, they would have lost 65% of their investment.

OutcomeThe investor was able to minimize their losses by selling at the stop-loss level.
Dods

An investor bought shares in Dods, a media company, but the stock performed poorly and the investor sold at a 39% loss. If the investor had not sold, they would have lost 63% of their investment.

OutcomeThe investor was able to minimize their losses by selling at the stop-loss level.
Royal Bank of Scotland

An investor bought shares in Royal Bank of Scotland, but the stock performed poorly and the investor sold at a 16% loss. If the investor had not sold, they would have lost 82% of their investment.

OutcomeThe investor was able to minimize their losses by selling at the stop-loss level.

Common mistakes

3 traps
Not setting a stop-loss level
Failing to set a stop-loss level can result in significant losses if the investment performs poorly.
Not sticking to the plan
Failing to stick to the plan and selling a winning investment too early can result in missing out on potential gains.
Getting emotionally attached to the investment
Getting emotionally attached to the investment can result in hesitating to sell when the stop-loss level is reached, leading to further losses.

Origin story

How this framework came to be

The framework is based on the author's experience working with a group of investors who were able to consistently outperform the market by cutting their losses and letting their winners run. The author observed that these investors were able to do this by being disciplined and having a clear plan, rather than being driven by emotions.

Source

Traced to primary
Source · BOOK
The Art of Execution
Lee Freeman-Shor · 2015
Open source →

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