My name is Alok Jain. I have been in the Indian stock markets for more than two and a half decades now. I am passionate about building mechanical systems/models to invest in the markets that can generate superior returns. My dream is to try help others achieve Financial Independence early so that life can be lived to the full… like it has for me.
I am a graduate from the Indian Institute of Technology Delhi (1991) and hold a Masters in Finance and an M.B.A. from University of Maryland USA (1995).
My journey in the markets started with my setting up one of the first National Stock Exchange memberships in New Delhi in 1996. For two decades, I serviced institutional, Corporate, H.N.I. and retail clients and along the way developed a keen sense for systematic rule based investing systems and technical trading. On completing twenty years of the business in 2016, I decided move on to a more fulfilling stage of my life and started this public blog and advisory services.
A momentum investing product, Mi50 was the first product I started to manage my own funds in a systematic manner. I put out the entire portfolio, and all weekly trade updates in the public domain from day one for a whole year and was immensely encouraged by the positive feedback I received from a large number of social media followers and supporters. Mi50 completed one year on Mar 31 2017 and it clocked returns above 54% for the first year. Several other products have followed Mi50 by now all running on the basic genetics of momentum returns, capital preservation and holistic portfolio approach.
Buoyed by the initial success and to satisfy a consistent demand for financial advisory for others, I acquired a SEBI RIA ( Registered Investment Advisor) license and rolled out the same strategies that I was running my own money on for others via WeekendInvesting.com and STAIRS2profits.com
“Simplicity” is what drives most of my processes. All that I do is conceptualized and operationalized around that basic concept. The idea is whether it is the account opening steps, or operational ease of running the strategy or the ease of getting quick support, everything should flow with simple ease. All my strategies and procedures are built around this tenet. My belief is that the trade off between time spent in investing with such strategies ( few mins a week) vs. the expected returns is greatly tilted in our favor. The simple processes also help in cutting a lot of noise from our investing activity.
I also run a long short positional strategy “STAIRS” on Nifty and Bank Nifty as a hedge against the long only Momentum investing system. Details are at STAIRS2profits.com
If you have any questions or queries, do send them to alok@WeekendInvesting.com or you can tweet @WeekendInvestng. I like to keep my inbox clean and hence you may get a response pretty quickly !
My linked-in profile is here, just in case.
Disclaimer : I have full skin in the game and I always let my own money play out the system before offering it to others. I am invested fully in all the products that are offered. As a disclosure I also do some discretionary investing/trading apart from this and hence I may have in line or contra-positions to the recommendations here at times.