Friday, 9 August 2019


Over confidence Bias


In the series of 21 behavioural biases we will discuss the 3rd bias “Over confidence Bias”

Over confidence is common word and needs no explanation.

Lets take an example – If I ask you to confirm if you are good a speaker or a cook? Most of you will say “YES”

Saying yes is still not wrong answer!! You could be good at it, but that’s thru your own judgement or social proof. Most often than not its your “own judgement.” Human being usually over estimates own skills and judgement. Research reveal that over confidence bias is not only present in optimistic people but in pessimistic people also. Men are more victim of over confidence bias than women (consult your wife while you decide on important matters. Ha ha ha).

You feel that because your mind is positive and optimistic. What is missing here is realistic approach.

Over confidence kills the student in you and also kills your growth prospects as you are unwilling to learn and develop.

In investing also a similar error is made! You decide on an Investment opportunity and many times, the over confidence bias plays bigger role. There could also be social proof that triggers your over confidence bias.

An over confident person tends to take bigger bets. Let’s examine – You figured out that a particular stock or MF scheme is likely to do well. You will tend to invest more money because you are confident about the outlook of returns. Whether it was confidence or over confidence – time only will tell.

In 2017 and 2018 when the markets were doing great and all past returns were attractive, I got more money from Investors. I had tough time convincing them to adopt the conservative path of Investing. I said it’s time to walk and conserve energy (conserve capital) rather than running (chasing returns). My strategy paid off. More and more people were wanting to Invest in Small and Midcap funds.

Investors got over confident as TV, Print and everyone (including Banks, large distribution houses, brokerage firms and Individuals like me) were painting great outlook for the market. The evidence is that Mutual Funds received very high inflows during last 2 yrs. What happened in last 2 yrs is for all of us to see. People have hardly made any returns since 2 yrs.

Now the same investor is over confident that there is no money to be made in future also.

I don’t agree even now. I feel if you invest wisely, there is high probability to make money hereon.

What should you do?

11)      Under estimate your own wisdom as that leads to learning.
22)      Ask yourself if I am really an expert on Investing?
33)      Ask yourself if the person I am following is an expert (friends, relatives, colleagues)
44)      Are my objectives aligned with who am I investing thru? My advisor.
55)      Avoid Do It Yourself. It can be really bad in Investing.
66)      Keep margin of safety and also pay attention to risks associated to that Investment.
77)      Look for trend from long history, data and situations before you decide to Invest.

MF Trivia: In India, your investments in Mutual funds are held under trust which has no business activities. Mutual funds can't leverage also. Therefore it’s safe and can’t go bankrupt like many companies.

This article is written by Bhavesh D Damania founder of Wealthcare Investments.

You can reach him at 9833778887 and wealthcarein@gmail.com

"Risk comes until you know what, where and why you are Investing"

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