Evergreen Guide

Top 5 investor types that survive a crash

🛡️

Half of every drawdown is self-inflicted. Which personas sleep, which panic, and why.

A crash is a market event, but half of every drawdown is self-inflicted. In the same −30% week, one person keeps DCA'ing while another liquidates everything.

Of the 16 investor types, some have a structural advantage in drawdowns and some are systematically exposed to behaviour traps. Find your code and start from the 'do not' list.

Crash survival — Top 5

  1. 1🐢
    PDLAThe Armored Turtle

    Diversification + rules + patience — the drawdown champion.

  2. 2🐘
    PDSAThe Methodical Librarian

    Auto-DCA removes emotion from the cycle.

  3. 3🦉
    RDLAThe Asset Architect

    Engineered diversification absorbs single-sleeve shocks.

  4. 4🦫
    PDLCThe Solitary Value Hunter

    The patient collector finally gets prices they liked.

  5. 5🐰
    PILAThe Peaceful Gardener

    Loose diversification and low beta cushion the blow.

Crash risk — Bottom 5

  1. 1🔥
    RISCThe Moth to the Flame

    Emotion + concentration + day-trading at maximum risk.

  2. 2🐉
    RILCThe Visionary

    Single vision bet — recovery time tends to be longest.

  3. 3🐂
    PILCThe Romantic Farmer

    'It'll surely bounce' delays the cut.

  4. 4🐬
    RILAThe Trend Navigator

    Multiple themes break together, losses stack.

  5. 5🐿️
    PISCThe Cautious Squirrel

    Fear breaks every rule and avoids markets entirely.

What each of the 16 types should do

Tap your code to jump to that type's full guide.

🦅RDLCThe Precision Sniper

Re-read your notes; run the 'half off' scenario you already wrote.

DO
  • · Execute the pre-written averaging table in tranches
  • · Judge each thesis only on quarterly fundamentals
  • · Keep 10-20% cash as ammo for the next leg down
AVOID
  • · Deploying all ammo on the first dip out of conviction
  • · Selling everything because 'there's no time to analyse'
🦉RDLAThe Asset Architect

Rebalancing rule — this is its finest hour.

DO
  • · Rebalance the moment any sleeve drifts ±5pp
  • · Hold core weights; do not swap names
  • · Never touch the 6-month reserve
AVOID
  • · 'This time is different' rule changes
  • · Hiding in short bonds and missing the recovery
🐆RDSCThe Quant Sharpshooter

Volatility is your stage — but rules tighten further.

DO
  • · Trigger the pre-written stop-loss immediately
  • · Auto-cut position size to 50% of normal
  • · Halve your weekly trade quota until recovery
AVOID
  • · Up-sizing because volatility is up
  • · Trying options or futures to recover fast
🐺RDSAThe System Arbitrageur

Outlier regime — kill-switch first.

DO
  • · Trigger pre-defined emergency-stop rules
  • · Auto-cut strategy capital to baseline
  • · Restore capital in 50% steps post-recovery
AVOID
  • · 'This is the opportunity' capital boosts
  • · Adding a new strategy that was never backtested
🐉RILCThe Visionary

Watch confirmation bias the hardest of any cycle.

DO
  • · If vision allocation breached its cap, trim now
  • · Re-write one 'thesis broken' page
  • · Keep 20% cash untouched
AVOID
  • · Adding new vision bets to 'catch the bottom'
  • · Skipping bear cases on purpose
🐬RILAThe Trend Navigator

Themes break together — pick what to keep.

DO
  • · Keep only themes with proven revenue growth
  • · Sell 'no longer fun' names by rule
  • · Block new theme entries for 6 months
AVOID
  • · Averaging down as 'bottom buy'
  • · Adding new themes from YouTube tips
🔥RISCThe Moth to the Flame

Highest danger — outside help required.

DO
  • · Cut high-risk account cap in half right away
  • · Force a 24h cooldown on every new trade
  • · Name one person who must approve new positions
AVOID
  • · Going for a 'one shot' recovery
  • · Using leverage to average down
🦦RISAThe Surfer

Quick exits are your edge.

DO
  • · Tighten stop levels another notch
  • · Sell 'no longer fun' positions on rule
  • · Auto-sweep some profit into short bonds / MMF
AVOID
  • · Hanging on with averages-down
  • · Skipping the quarterly review before the next rotation
🦫PDLCThe Solitary Value Hunter

The quiet collector — your golden window.

DO
  • · Tranche-buy watchlist names that reach your safety-margin price
  • · Keep long holdings unless the thesis broke
  • · No new trades before the next earnings print
AVOID
  • · Bottom-fishing into unfamiliar assets
  • · Selling long holdings on transient noise
🐢PDLAThe Armored Turtle

Stay on the rule — the drawdown champion.

DO
  • · Auto-rebalance as planned
  • · Defend the 'untouchable 80% core'
  • · Isolate the 6-month reserve in a separate account
AVOID
  • · Spontaneous shifts into bonds / gold
  • · Buying 'safe-feeling' assets without numbers
🦊PDSCThe Defensive Tactician

Trade less; wait for clean signals.

DO
  • · No entries without a pre-defined signal
  • · Sit out for 24h after each take-profit
  • · Compare monthly rule vs P&L
AVOID
  • · Up-sizing because of movement
  • · 'Symbolic' buys in unfamiliar assets
🐘PDSAThe Methodical Librarian

Rules unchanged — the drawdown baseline.

DO
  • · Hold DCA ratios steady
  • · Rebalance as planned
  • · Mute 'everyone is selling' news
AVOID
  • · 'Just one quick sell' rule break
  • · Bumping cash weights on impulse
🐂PILCThe Romantic Farmer

Re-test each thesis for real.

DO
  • · Explain each holding's thesis to a third party
  • · No trades before the next earnings print
  • · Keep the 6-month reserve aside
AVOID
  • · Averaging down on 'surely it'll bounce'
  • · Letting one name pass 50% of assets
🐰PILAThe Peaceful Gardener

Pull weeds only; keep the main plants.

DO
  • · Trim 1-2 names you've lost interest in
  • · Re-test thesis for tip-driven positions
  • · Keep the 6-month reserve aside
AVOID
  • · 'Sell everything' impulses
  • · Adding unmanaged tip names
🐿️PISCThe Cautious Squirrel

Step back from fear — keep the rules.

DO
  • · Re-read the averaging table for your one held name
  • · Re-read your winning-trade journal
  • · Defend the emergency reserve
AVOID
  • · 'Sell now, re-enter later' attempts
  • · Avoiding markets for 6 months out of fear
🐝PISAThe Curious Bee

Stay inside the experiment budget; protect the core.

DO
  • · Cut the experiment budget by 30%
  • · Pick one sample to hold for 1 year
  • · Never touch the main book
AVOID
  • · 'Buy everything on sale' moves
  • · Averaging down on sample positions

Frequently asked questions

Can any type 'win' a crash?
'Lose less' is more accurate than 'win.' Your biggest tool is a pre-written 'do not do' list for your own type.
How do I find my type?
Take the 60-question test (5 minutes, free) to get your 4-axis scores and code.