Gambler's fallacy: do you fall for it?

"I've lost five in a row, so the next one must win" — the gambler's fallacy treats independent events as balancing. Markets don't balance; they just continue.

Gambler's fallacy: do you fall for it? — drawdown and recovery diagram
An equity curve during a drawdown and its recovery

Where do you see it?

  • how the fallacy shows up in your thinking
  • the streak that tempted you into it
  • the statistical truth that cures it
Gambler's fallacy: do you fall for it? — risk-reward diagram
A risk-reward ratio of 1 to 2

The drawdown guide explains streak statistics properly.

Background: Drawdown and recovery: why a 50% loss needs a 100% gain

Losses and gains aren't symmetrical. See how much you need to recover from a drawdown, what losing streaks do at different risk levels and how to set limits.

How much do you need to gain to recover from a 50% loss?

100%. The gain needed is the loss divided by one minus the loss, so larger drawdowns need disproportionately larger gains.

What is maximum drawdown?

The largest fall in account value from a peak to a later low, before a new peak is reached, usually expressed as a percentage.

Read the full guide

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