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Anchoring: Why the Price You Paid Shouldn't Matter (But Feels Like It Does)

Behavioral Finance • Beginner Investing • 6 min

Anchoring bias is the tendency to lean too heavily on an initial reference point when making a judgment — even when that reference point has no real bearing on the decision at hand. A classic psychology experiment by Kahneman and Tversky demonstrated this in a startling way: participants were shown a spinning wheel rigged to land on either a low or high number (completely random and disconnected from the actual question), then asked to estimate something unrelated, like the percentage of African countries in the United Nations. Remarkably, people who saw the high number on the wheel gave systematically higher estimates than people who saw the low number — an obviously arbitrary, irrelevant number still measurably shifted their thinking.

In investing, the most common anchor by far is a stock's purchase price. Once you've bought a stock at a specific price, that number tends to become a mental reference point for every future decision — is the stock "up" or "down"? — even though the company's actual future prospects have absolutely nothing to do with what you personally happened to pay for it. A stock's 52-week high works the same way: "it's down 40% from its highs" can feel like meaningful evidence of a bargain, when that old high may simply be an outdated number from before conditions genuinely changed.

Insider Angle: the practical fix isn't trying to forget your purchase price (which isn't really possible) — it's deliberately reframing the decision as a fresh evaluation. Ask: if I had no position in this stock at all right now, and was deciding today, with zero attachment to any specific number from the past, would I buy it at the current price? If the honest answer is no, holding purely because of where the price used to be — rather than where the business is heading from here — is exactly the kind of decision anchoring bias produces, disconnected from what should actually be driving it.
Try This: For a stock you own, write down your purchase price, then deliberately set it aside. Answer this question in writing: based only on the company's current fundamentals and outlook, with no reference to your purchase price, would you buy this stock today at its current price?

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