MINDSETOngoing practice

The Connoisseur's Approach

Ride winners and trim losers

Problem it solves

limiting beliefs

Best for

Investors who want to create long-term wealth

Not ideal for

Those who are looking for short-term gains

Overview

Why this framework exists

The Connoisseur's Approach is an investment strategy that involves riding winners and trimming losers. This approach requires a long-term perspective and a willingness to take calculated risks.

Core principles

3 total
  1. Ride winners to maximize returns.
  2. Trim losers to minimize losses.
  3. Take a long-term perspective to create wealth.

Steps

2 steps
  1. Identify Winning Investments
    Identify investments that have the potential to generate significant returns over the long term.
    Pro tipLook for companies with strong fundamentals and a competitive advantage.
    WarningFailing to identify winning investments can lead to poor outcomes.
  2. Ride Winners
    Allow winning investments to continue to generate returns, rather than selling them too early.
    Pro tipConsider using a trailing stop-loss to lock in profits.
    WarningFailing to ride winners can lead to missed opportunities.

Checklist

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Examples

1 cases
Investor Rides Winner

An investor identifies a winning investment and allows it to continue to generate returns, rather than selling it too early.

OutcomeThe investor generates significant returns and creates long-term wealth.

Common mistakes

2 traps
Failing to Ride Winners
Selling winning investments too early, rather than allowing them to continue to generate returns.
Failing to Trim Losers
Holding onto losing investments for too long, rather than cutting losses and moving on.

Origin story

How this framework came to be

The Connoisseur's Approach was developed by successful investors who understood the importance of riding winners and managing risk.

Source

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

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