Most people feel anxious when they are confused but must act regardless. An investor can procrasting(延宕) indefinitely(無限期地) about making an investment. But he cannot escape the decision to take a profit or a loss. He can only rid(擺脫) himself of this anxiety by clarifying his investment philosophy and criteria.
(摘自《當巴菲特遇上索羅斯》第14章)
 
99年1月1日，東尼下定決心將東協與亞太基金虧損的部位出清。若沒記錯的話，這筆投資是從97年2月開始扣款，同年10月停扣。犯了很多不明智的錯誤。以下援引馬可．泰的贏家心法逐項檢視：

一、買進時的錯誤：
盲從！因未能及時建立自己的投資系統(method,criteria)，只因急著想投資理財而盲目跟隨熱門標的。違背了以下種種贏家心法：
NO.4 Develop your own unique investment philosophy.
(The market is always WRONG.)
→追逐熱門標的，人云亦云。
 
NO.5 Develop your own, personal system for selecting, buying, and selling investments.
(You are what you measure.)
→不知為何買，何時賣？
 
NO.8 Refuse to make investments that do not meet your criteria.
(If you dont know when to say Yes,Always say NO.)
→投資哲學尚未成熟，未能及時建立自己的投資系統，更不用談如何遵守自訂的投資原則了…
 
NO.10 Have infinite patience.
(When theres nothing to do, DO nothing!)
→太猴急了，急著想投資、想理財…但是市場永遠在那裡，又不會跑掉！
 
二、下定決心出清的原因：
雖然虧損部位不大，但沒有明確的策略，"卡"在那裡不上不下，總是讓東尼confused。如今不想再延宕，必定要make a decision…
NO.2 Passionately avoid risk!
→唯一已知的就是：追逐熱門標的，獲利空間有限而下檔風險無窮，既然如此，何苦戀棧！
 
NO.7 Only invest in what you understand.
→贏家心法在於執著於競爭優勢圈。既然總體經濟與國際情勢不是東尼所擅長，so why not let it be！
 
NO.12 Know when to sell before you Buy!
→既然買得迷迷糊糊，怎能奢望賣得漂亮？別再存有"萬一…如何如何"的迷思了…