Formiga.

Unit 1 · Level 2 · What risk really is

Living through −30%

In 2008-09 the S&P 500 fell about 57% from its peak. €100,000 became roughly €43,000 on the statement. For people who held on, it recovered and went far beyond. A drawdown is the distance from the last peak to the current trough, and stocks serve up a −30% roughly once a decade. The maths of climbing back out is crueller than most people expect.

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What you get asked

  1. Your portfolio falls 20%, from €10,000 to €8,000. What percentage GAIN do you now need just to get back to €10,000?

    You need €2,000 of growth on a base of €8,000, which is 25%, not 20%. Losses and gains aren't symmetric, because the recovery starts from a smaller base.

  2. Match each drawdown to the gain needed to break even

    The hole gets deeper faster than it looks: lose half, you must double; lose 90%, you must 10x. This asymmetry is why avoiding catastrophic losses beats chasing spectacular gains.

  3. A 50% fall needs a ___ gain just to get back to even.

    Halved money must double to recover. The 1% rule from the Trading course exists for exactly this reason: small losses are cheap to repair, big ones are brutal.

  4. Why do investors say a −50% loss is far MORE than twice as bad as a −25% loss?

    −25% needs +33% to heal; −50% needs +100%. The recovery burden roughly triples while the loss merely doubles, so depth is disproportionately expensive.

  5. What best prepares you to survive a −30% year with your plan intact?

    You can't dodge drawdowns, but you can pre-decide your response and keep near-term money out of the storm. The investor who expects −30% treats it as weather; the one who doesn't treats it as an emergency. 🐜

The rest of this unit

Swings, crashes, and stomachs: telling temporary pain from permanent damage.