A to Z of Momentum Trading and Investing


Alok Jain

Alok is an Engineer from the Indian Institute of Technology Delhi and a MBA finance from the University of Maryland. In the next two decades, Alok developed a keen sense for systematic rule based investing systems and technical trading. He is a keen observer of the psychology and behavioral aspects of the market and wanted to quantify and incorporate them in his investing. Weekendinvesting.com is a Do-it-Yourself advisory where Alok provides simple momentum based investing models. The unique part about his strategies is the low time-spent : returns ratio where the user spends 15 minutes a week to attend to their portfolios and the returns have so far have been beating the benchmarks by a wide margin. Alok was recently featured in the news media for his advisory. https://tinyurl.com/ycy9vph8. He also runs a hyperactive twitter feed at @Weekendinvestng to share his trading thoughts with a large twitter group.

Alok Jain in Face2Face

Mr. Vivek Bajaj


Mr. Vivek Bajaj

The passion for data, analytics and technology is what makes Vivek Bajaj a financial market survivor. The journey as a market participant started in 2002 when the first trade was executed in the options contract of ITC. Life was simpler and easier during that time. Since then technology and Big data have taken over totally. As an early adapter to the complex tools, Kredent was formed to capitalise on the opportunities. He is co-founder of StockEdge and is committed to bring simplicity in the complex world of market data. He is a Chartered Accountant, Company Secretary and an MBA from IIM Indore. He is a part of various committees of exchanges and regulator and he has been an active contributor in the evolution of Indian Derivatives Market.

About this Face2Face:

In this instalment of the Face2Face series, we have with us Mr. Vivek Bajaj, co-founder, StockEdge, Elearnmarkets, who will engage in an informational conversation with Mr. Alok Jain, who has been a participant of the stock market for the last 25 years. We will discuss some simplistic trading strategies and investment decisions that can help us manage our portfolio successfully.


Mr. Alok Jain will start his discussion by discussing the events that have led him to create his philosophy of trading and investing and some advice for novice investors and traders as to how to be successful by understanding the momentum of the market. We will further discuss the complexities which arise while we are setting up our trading or investing rules and environment.


We will next discuss the importance of simplicity and discipline, both in investing and trading. Mr. Alok Jain will then show a detailed breakdown of how he set about to become simpler and more disciplined in his approach towards the stock market. We will discuss some tips from Mr. Jain’s own plan of action to see how we can become more disciplined towards the markets, with some basic examples and scenarios.


Next, we will discuss the pros and cons and the differences between a price-action-based strategy and a fundamental-based strategy. Following this, we discuss the basics of Mr. Jain’s style, which is the momentum style of investing.

There are two main styles of investing via momentum – absolute and relative momentum strategy. We will discuss how we can use each of these two strategies to make the best investing decisions, with some practical examples. We will apply these strategies to actual figures and see how the average wins, and loss percentages can improve and differ with these strategies.


Next,  Mr. Alok Jain will discuss the importance of working in the stock market with an exact and practical perspective rather than a vague perspective that makes investors and traders avoid exiting the market. Following this we will discuss the importance of knowing when to exit the stock market. Next, we will discuss, what should be a simple strategy for exiting the market, that can help us figure out our exits with ease and with no stress.


Lastly, using some real-life charts, we will explore how some of our investing decisions, taken with the strategies and rules discussed in this video, will help us manage our portfolio with ease and simplicity.