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Learning path Bronze Understand and protect

Greed

Recognising when expected profit displaces the target, risk and criteria defined before a trade.

Who this is for — Traders who change an objective, exposure or trading frequency because realised or expected profit makes the limits set before the trade feel insufficient.

In Cyclepedia, greed is a descriptive label for a process problem: the prospect of additional profit displaces the criteria fixed in the trading plan. It is not a clinical diagnosis, cannot be inferred from one trade and does not show that price is about to reverse.

It may appear as moving a target without new evidence, raising risk per trade after a win, or multiplying entries outside the plan. The same change may be rational when it was pre-planned or is supported by new information and recalculated risk: the decision process matters more than the emotional label.

From desire to a testable decision

Three steps for testing a decision influenced by greed The diagram separates the plan defined before the trade, the temptation to increase profit or risk, and a check based on new evidence and updated risk. Plan → temptation → test 1. Initial plan • Target• Invalidation• Maximum risk 2. Temptation • More distant target• Larger size• One more trade 3. Test • New evidence?• Risk recalculated?• Rule documented? The diagram checks the process; it does not predict the trade outcome.
Before changing a target or risk, separate the desire for profit from new, testable information.

Process warnings, not market signals

Observation Control question
The target moves farther away as price approaches What new information changes expected value or invalidation?
Risk rises after a positive run Was the new exposure pre-planned and is it still within budget?
Trade count rises without new setups

Thaler and Johnson's experiments show that, in some settings and under a particular framing of prior gains, willingness to take risk can increase—the house-money effect. This does not mean every trader responds that way. Barber and Odean associate high trading activity with poorer net results in their sample of retail accounts; the finding does not make every additional trade wrong or establish which emotion caused it.

Operating procedure

  1. Before entry, record the target, invalidation, risk and any management rules.
  2. If you want to change the plan, record the new information and recalculate potential loss, costs and remaining exposure.
  3. Compare the change with leaving the plan untouched; open profit or a previous win is not evidence on its own.
  4. Record the decision and outcome in the trading journal, separating process quality from the result of one trade.
  5. If the change does not meet the previously defined criteria, apply the planned rule; there is no need to guess the market top.

Limit — No checklist removes uncertainty. A plan-consistent exit may be followed by further gains, and a well-documented change can still result in a loss.

Sources