Monday, 2 December 2019


Anchoring effect

  In the series of 21 behavioural biases we will discuss the 19th bias “Anchoring effect”
Like a ship controlled at bay with an anchor, similarly we also anchor thoughts with few data, hypothesis and average observations.

Let’s look at an example. Asking women her age is like next to crime😊 . Still what tools we use to guesstimate her age will be something like this. Kid’s age or education year or marriage year or husbands age minus 3-4 yrs age difference and so on. Some might consider looks to estimate age also.

Well, all the methods will mostly allow us to estimate the near correct age of a woman. But it’s not true in current world as women don’t marry at 25 nor they have child so soon or the difference in spouse age could be more than 4 yrs or even wife could be elder to husband😊 

Anchoring effect makes us generalise a few traits and events to be true forever and for all. Haven’t we made prototype image of how doctors should look or how Banker/Investment managers look. Any other appearance of them makes us conclude about their sincerity to profession. Isn’t it??

Don’t we say Chinese are crooks, western guys are spendthrift? Arabs are rich and lazy and Japanese are hardworking and honest.

Anchoring bias works on Investments too!! Answer yourself about a few expected returns and risks
1)      Don’t you feel all FDs are safe? Be in co-operative Bank, corporate or any other.
2)      Don’t you feel FDs must return around 8-9%
3)      Equity must deliver over 15% -25% return?
4)      Wise to Invest in equity is to look for multibagger, make quick buck and exit?
5)      Properties are best for highest return
6)      Property prices never fall.
7)      Gold is solid Investment class.

I am sure you are aware that all the above anchors are faulters.

Anchors are important for evaluating investment options but segregation of irrelevant anchors are most important in successful investing. There is no substitute to critical thinking in investing.
Broking companies give buy and sell call or expert speak of the stock and markets. They might have different audience, perspective and hidden agenda. Why should you anchor your thoughts around that? Staying invested is best policy, certainly reduce risk from time to time but timing the market is total waste of energy. Recall how many times markets have surprised you? Recall how many calls of the analyst, broker or expert on TV and print have been right?

Wise way of Investing is establishing time tested anchors like- Valuation, risk v/s reward and simple and transparent products. Ancillary anchors could be inflows, sentiments, Global/domestic growth rate, Interest rate etc. to name a few.

We at Wealthcare Investments also believe in the well-established Anchors and manage portfolios. We use ancillary anchors for generating extra returns from portfolio (opportunist approach). We had started investing in small and Midcap segment since Mar 19 and investing currently also (albeit with STP route). Results have been quite good. With Ancillary anchors, we don’t commit full money of sizable money. We still hold safer assets in portfolio like liquid funds, Asset allocation funds, Hybrid funds etc. When we see visibility of the well-established anchors playing out, we will be quick enough to go aggressive in portfolio. Our philosophy is- Investors don’t mind lower return but do mind higher risk/losses.

As an Investor, One must have rational approach in investing exuberance may work sometimes, not always. As I mentioned in my previous blogs also – many investors approached us when markets were scaling heights and they showed resistance when markets were cheap.

What should you do as an Investor?

1)      Decide on the few solid time tasted Anchors for your decision making.
2)      Pay attention to process of Investing rather than returns alone.
3)      Do not pay attention market noise. Most of the times they are NOISE only.
4)      Pay attention to your goals rather than returns. Of course returns are important but Goals and risk controls are even more important.
5)      Time in market is more important than timing the market. Experts have also failed in timing the market.
6)      Listen to your financial advisor. If you don’t have, appoint one.

MF Trivia: Investing Money in FDs because you need safety? Consider debt mutual funds. They are capable of giving higher tax adjusted returns. Although returns are not guaranteed like FDs, they did beat the FD returns since many years. Speak to us for more details.

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Author –
Bhavesh D Damania

Founder - Wealthcare Investments
EduPrenuer, TV show panellist and Blogger

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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