passdrill

Behavioral Finance & Investor Psychology

3 cards · Stock Market & Investing · answer each one, then read the explanation. Your score tallies below.

0 / 3 answered · 0 correct

Stock Market & Investing · Behavioral Finance & Investor Psychology · Card 001/003 easy

An investor bought a stock at $80 per share. It has since fallen to $50. Despite the company's fundamentals deteriorating with no sign of recovery, the investor refuses to sell, saying 'I'll sell when it gets back to what I paid.' Which behavioral bias does this most clearly illustrate?

  1. Herding — the investor is following what other shareholders are doing by holding the stock
  2. Confirmation bias — the investor is only seeking information that confirms the stock will recover, while ignoring evidence of continued decline
  3. Anchoring bias — the investor is fixated on the purchase price as a reference point, treating it as the stock's 'true' value even though that price is irrelevant to the stock's current prospects and future trajectory
  4. Overconfidence bias — the investor believes they can time the market perfectly and sell at the exact moment the price recovers
Stock Market & Investing · Behavioral Finance & Investor Psychology · Card 002/003 medium

A retail investor looks at their brokerage account and notices that three of their holdings are up significantly while two are down. They sell the three winners to 'lock in gains' but hold the two losers, hoping they recover. This pattern of selling winners too early and holding losers too long is known as what?

  1. Mean reversion trading — a rational strategy based on the statistical tendency of asset prices to return to their long-run average
  2. The disposition effect — the tendency for investors to sell assets that have increased in value while keeping assets that have declined in value, driven by loss aversion and the desire to avoid realising a loss
  3. Momentum investing — buying recent winners and selling recent losers to capture trending price movements
  4. Tax-loss harvesting — strategically selling losers to offset capital gains and reduce tax liability
Stock Market & Investing · Behavioral Finance & Investor Psychology · Card 003/003 easy

During a market bubble, an investor notices that nearly everyone in their social circle is buying a particular asset class, and media coverage is overwhelmingly positive. The investor decides to invest heavily despite having no independent analysis. Which cognitive bias or social influence is most directly at work?

  1. Framing effect — the investor's decision is influenced by the way information about the asset class is presented in the media rather than the underlying facts
  2. Recency bias — the investor is giving excessive weight to the most recent price performance and assuming that recent trends will continue indefinitely
  3. Survivorship bias — the investor only hears success stories from people who profited and never hears about those who lost money on the same asset class
  4. Herding behavior — the investor is following the actions of the crowd rather than conducting independent analysis, driven by the assumption that a large group of people cannot all be wrong