Investing Rules

In a study of monthly positions for over 66,000 households with accounts at a large discount brokerage, Brad Barber and Terrance Odean found that the 20% of investors who traded least actively outperformed the 20% who traded most actively by an average of 5.5 percentage points a year.

Barber & Odeon found that men - who tend to be more overconfident than women in areas such as finance - traded on average 45% more actively than women. Both men and women tended to reduce their returns through trading, but men did so annually by 1 percentage point more, on average, than did women.

When Odeon studied the common stock trading patterns for investors at a large discount brokerage, he found that they are far more likely to sell their winners than their losers. The losers people clung to subsequently underperformed the winners they sold.

Terrance Odean’s Investing Rules

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