“We call it… stay invested, stay diversified, stay disciplined… we set up the rules now before we get into the action on the market.”

Omar Aguilar · Masters in Business · Using Decision Science in Investing: Masters in Business with Omar Aguilar

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55:08

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What was described

Set up three client rules: stay invested, stay diversified, and stay disciplined (pre-defined actions for market drops, rebalancing, profit-taking)

Said nearby on the same subject

“Stay invested is the first component… we have lots of data over long periods… shows that stay invested is much better than not being or trying to get in and out of the market.”
OA
Omar Aguilar
Masters in Business ·
Contrarian take Share this moment
“Last year you said there are four dominant biases… herding, recency bias, confirmation bias, home country bias… we try to help them stay diversified.”
OA
Omar Aguilar
Masters in Business ·
Why it worked Share this moment
“They wanted to shut me down. I negotiated a three-month stay of execution and took up a proper business premises.”
GH
Guy Haddleton
The SME Stream ·
Growth tactic 3-month extension Share this moment
“Having consistency and staying within your guardrails but still being active in the market, this is like differentiation time”
♫
Said on Animal Spirits Podcast
Growth tactic Share this moment

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