Managing Equity Portfolios: A Behavioral Approach to Improving Skills and Investment Processes

Part I: Game Change
1. Industry Challenges
2. Why Johnny Can't Improve
3. New Analytic Framework
4. Process and Behaviors
5. Feedback in Action
6. Phantastic Risks

Part II: Behavioral Matters
7. What Drives Selling?
8. Sell the Way You Buy - Strategically
9. Bearing Up in a Bear Market
10. Aching Conviction
11. Unconscious Deliberation
12. Investing in Self-Awareness
13. Stressing Performance
14. Thesis, Narrative, or Just Another Disappointing Story
15. Dreaming of Alpha
16. Motivated Reasoning
17. Regrettable Choices
18. Endowing Success
19. Counterfactual Investing
20. Great Investing Is Not Natural
21. Inside-Out Investing
22. Beware Phantastic Investments
23. Thanks for the Memories
24. Skills, Process, and Behaviors
25. Processing Success
26. Primed for Success
27. Fear, Anger, and Risk
28. Successful Choices
29. Changing for the Better
30. Portfolio Thinking
31. Promiscuous Thinking
32. Getting in the Flow
33. Believing Is Seeing
34. A Storied Portfolio
35. The Trouble with Improving
36. Tired Investing
37. That Winning Feeling
38. Hold That Thought
39. Overcoming Overconfidence
40. The Power of Vulnerability
Part III: Improving Right Away
Project 1. Embracing the Scientific Method
Project 2. Maintaining a Diary
Project 3. Accounting for Skill
Project 4. Learning about Buying Skill
Project 5. Measuring Your Sell Effectiveness
Project 6. Calibrating Sizing
Project 7. Checklists