MINDSETMonths to result

The Assassins' Rule 1: Kill Losers

Cut losses quickly

Problem it solves

limiting beliefs

Best for

Investors who want to minimize losses

Not ideal for

Investors who are prone to overreaction

Overview

Why this framework exists

The Assassins' Rule 1 is about cutting losses quickly to minimize the impact of a losing investment. This involves setting a stop-loss and sticking to it, rather than holding on to a losing position in the hopes that it will recover. The rule is designed to help investors avoid large losses and protect their capital.

Core principles

3 total
  1. Cut losses quickly to minimize the impact of a losing investment
  2. Set a stop-loss and stick to it
  3. Avoid holding on to a losing position in the hopes that it will recover

Steps

3 steps
  1. Set a stop-loss
    Determine the maximum amount of loss you are willing to accept and set a stop-loss at that level
    Pro tipUse a stop-loss that is based on a percentage of the investment, rather than a fixed amount
    WarningBe careful not to set the stop-loss too low, as this can result in unnecessary losses
  2. Monitor the investment
    Regularly review the performance of the investment and adjust the stop-loss as needed
    Pro tipUse technical analysis to identify trends and adjust the stop-loss accordingly
    WarningBe careful not to overreact to short-term market fluctuations
  3. Cut losses
    If the investment reaches the stop-loss, sell the investment and realize the loss
    Pro tipUse the proceeds from the sale to invest in a new opportunity
    WarningBe careful not to hold on to a losing position in the hopes that it will recover

Checklist

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Examples

2 cases
Royal Bank of Scotland

An investor bought shares in the Royal Bank of Scotland at £22.29 and sold them at £18.62, realizing a loss of 16%. If the investor had not sold, they would have required a return of 667% to break even, which is highly unlikely.

OutcomeThe investor was able to limit their losses and avoid a larger decline in the stock price
Compass Group

An investor bought shares in Compass Group at £3.19 and sold them at £3.04, realizing a loss of 5%. The stock went on to return 143% after the sale.

OutcomeThe investor was able to limit their losses, but may have missed out on potential gains if they had held on to the stock

Common mistakes

3 traps
Holding on to a losing position
Holding on to a losing position in the hopes that it will recover can result in large losses and undermine the investor's confidence
Overreacting to market fluctuations
Overreacting to short-term market fluctuations can result in unnecessary losses and undermine the investor's long-term strategy
Failing to set a stop-loss
Failing to set a stop-loss can result in large losses and undermine the investor's confidence

Origin story

How this framework came to be

The rule was developed by a group of successful investors known as the Assassins, who believed that cutting losses quickly was essential to achieving long-term success in the markets.

Source

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

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