MRPNL
Trading PsychologyIntermediate

Conviction

Confidence in a trade idea grounded in evidence and process — distinct from stubbornness, which is confidence without that grounding.

Card view

Conviction is the willingness to hold a position through normal volatility because you have done the work and your thesis is intact. It is not the same as hope or stubbornness — both of which keep you in trades for emotional reasons rather than analytical ones.

The test: can you articulate the three main reasons you are in the trade and what would change your mind? If yes, you have conviction. If you are in the trade because it "feels right" or because you cannot stomach exiting a losing position, that is not conviction.

Conviction also has a flip side — it must be proportionate to evidence. Outsized conviction without proportionate evidence is overconfidence. Scale your position to your certainty, not to your hope.

#mindset#process

Related Terms