2min chapter

This Week in Intelligent Investing cover image

Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation

This Week in Intelligent Investing

CHAPTER

How Does This News Affect Your Portfolio?

Philip Klein: I think dealing with your own emotions when you have a stalk down ten plus % in a day, that's probably the most chal in part here. Ah, ironically, i feel like the trader who just sells everything doesn't have his or her emotions in check. Cause, you know, you don't need to sell everything if you can look at things rationally,. Even though you still own them. But by selling everything, you're kind of forcing yourself in that direction.

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