Friday, 13 December 2019


Illusion of Skill
In this blog series, 21 behavioural biases were discussed. These biases affects our life and Investments. Hope you liked them and were eye openers for few. The primary objective of writing on this subject was to create awareness around this unknown evil of biases. Another objective of linking these biases with Investing, was to create tribe of informed investors. 
Once you are aware of self biases and Investment wisdoms, you are most certain to become wise Investor!!👍
Thank you so much for your patronage and compliments on this blog series. I am overwhelmed🙏

Today’s blog is on “Illusion of skill”. The critical one!!

As they say “It’s more important to know what you don’t know. Rather than knowing what you know”. Couldn’t understand? Read it again.

Many a times we feel, we know this or can do that easily👍. But once we are at it, we realize it’s not our cup of tea!! Don’t you agree?

At times we also feel we have learned enough about something and do not pursue to learn it more. Ask any successful professional (Doctor, Architect, Lawyer CA) how important it is for them to keep learning? “I know everything syndrome” in them could mean death or low growth of their practice😊.
Any successful/renowned professional, will be student for entire life. That’s what even client expect from these professionals. Mere degree is no certification of wisdom!! Same is true for every human being. Continuous skilling is only way to survival or growth. IT professionals deal with the challenges of obsolesce of coding languages and technology.

In investing, many investors feel they are skilled. Here are some of the reasons Investors have shared with me
1)      I am skilled because I have been investing since decades.
2)      I am owner of business therefore I know how to invest.
3)      I am CFO of the company hence I am good at Investing.
4)      I am MBA- Finance, CA or CFA etc, therefore I am skilled.
5)      I have many smart Wealth Managers coming from large Banks/Institutions. So I know all the buzz.
6)      I have been reading Investment and finance magazines (or taking social media doses regularly) since yrs.
7)      I have been tracking markets since years and now I am skilled.
I am sure all of you have some of these belief in yourself😊.

Well success in investing is not dependent on the skills alone. You need emotion management more than, financial skills.
In bull market, lot of investors become guru (self-proclaimed) and start sharing own success stories😉. Like herd everyone also becomes disciple of that guru. I am yet to meet a person who shared his failure stories. Have you found one?

In investing it is more important to also know your safe capital and risk capital. I have seen many investors hold up to 50% of their corpus in risk capital (knowingly or unknowingly). Any amount more than 10% in (undue) risk capital is staggering, no matter how much wealthy you are! At the end of the day it is your hard earned money and can’t afford to take undue risk.

If you feel you are skilled Investor, here are some of the self-check questions:

1)      What % of investment decision of your’s were right?
2)      Did you invest significant amount of money in those Investment ideas? If not, you invested in gut feel and made some money. If you had strong conviction about that investment idea, you would have invested big money.
3)      How often you did you exit at peak and entered at bottom in those investment ideas?
4)      Have you done enough research before investing and exiting? If you didn’t it is herd/luck or tip.
5)      What was your source of Information about the investment idea? Was it social media, TV, colleagues, friends etc.? If this is your source of information, you invested on borrowed conviction (not skilled).
6)      Did you ever missed out exiting before the prices crashed?
7)      Are you holding stocks with up to 90% capital erosion?

No need to reply to me, but I am sure you are able to understand my point.

I personally believe, Investing is not science but it is Art. I spend good time understanding markets and its behaviour. I spend time with fund managers, CIOs and ask them questions like a learner. This helps me draw a picture about future, basis which I decide on the investment ideas. Diverse views helps me to re-check my hypothesis. I still feel I am student and learning about various cycles, hypothesis and frame works. It’s my moral responsibility to give better Investing experience to my clients, who trusted me with their money🙏

Knowing what you don’t know is first step in right direction!!

Apne Investment ka khayal rakhna!! Ye hi aapke bure aur achche waqt ka sahara hai👍🙏



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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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