Name: ______________________ Date: __________ Merchant number: ______
Read this first. The crisis dispatch is on the screen. Your fortune may be dropping. Before you touch the Sell button, fill in this grid. That is the rule today: a written decision before any trade. Selling, holding, and buying more can all be right. What I am scoring is whether you decided or whether your stomach decided for you.
Step 0: my body and my screen
Stress signs I notice right now (circle any): fast heartbeat / tight stomach / want to act right now / cannot think about anything else / hands shaky / none
Feeling word (English, Turkish, Portuguese, or Spanish): scared, worried, calm, angry, excited / korkmuş, endişeli, sakin, kızgın, heyecanlı / assustado, preocupado, calmo, irritado, animado / asustado, preocupado, tranquilo, enojado, emocionado
My feeling: __________
One step before I decide: stop, breathe once, name what I am choosing. Done? yes / no
My total fortune right now: AQ __________ It was AQ __________ yesterday.
Which of my ventures dropped? ______________________ Which did not move? ______________________
The five-step decision model
Picture cues: a question mark (name the choice), a list (list options), a scale (weigh each against what matters), a check mark (decide), a mirror (look back).
Step 1: Name the choice
The choice I am making is what to do with my ______________________ (the venture or ventures that dropped).
Step 2: List the options
| Option | What it means today |
|---|---|
| SELL | Sell some or all of the venture that dropped and hold the cash (or move it to a safe venture). |
| HOLD | Keep everything I have. Do not trade. Wait. |
| BUY | Buy more of the venture that dropped, at the low price, because I expect it to recover. |
Step 3: Weigh each option against what matters
Fill every box with a number or a short phrase. Use your own holdings.
| What matters | If I SELL | If I HOLD | If I BUY more |
|---|---|---|---|
| If prices keep falling tomorrow, what happens to my fortune? | |||
| If prices recover next week, what happens to my fortune? | |||
| How will I feel about this next week, either way? | |||
| Does this fit the pie I chose on Day 5? | yes / no | yes / no | yes / no |
Step 4: Decide
My decision (circle one): SELL / HOLD / BUY MORE / a mix (say what): ______________________
Units, if selling or buying: ______ units of ______ at about AQ ______
One reason, with a number or a risk level (not a feeling alone):
My trades today (fill in as you make them; if you change your mind from Step 4, write why in the last column):
| Ticker | Buy or sell | Units | Price | Same as Step 4? If not, why? |
|---|---|---|---|---|
Step 5: Look back (fill this in tomorrow, Day 7)
My Day 6 decision was (circle one): a plan / a panic
My evidence, a number from the ledger (what I sold or held, at what price, and what it is worth now):
What I would tell a friend who is looking at the same screen right now:
Two real crashes (Day 7 notes; fill in from the slides)
| Crash 1: 2008 | Crash 2: 2020 | |
|---|---|---|
| What caused it | ||
| How far the big stock index fell (about) | ||
| How long until it got back (about) | ||
| What held (the safe assets) | ||
| What happened to people who sold at the bottom and never came back |