The MAGIC of having lower Drawdowns !

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Alok is the Founder of Weekend Investing. He has been in the Indian stock markets for almost three decades now and is passionate about building rule based - non discretionary momentum investing models to invest in the markets that can generate superior returns compared to benchmarks . His dream is to try to help others achieve Financial Independence early so that life can be lived to the full, like it has for him.
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[@VIWA1]

Nice video. 2 yrs ago I sold off my loss making stocks that I was stuck with and took a lot of hit but redeployed in promising ones and now have a 100 % gain. Now my stock selection will be tested in the next drawdown.

[@AlokJain]

Nice work!

[@uttiosaha4692]

Excellent video. Even my favorite topic -- creating alpha, limiting beta. Creating opportunity funds. Keep realistic expectations. Parag parikh flexi cap actually does this.. Even they cannot capture full high returns as benchmarks.. But they fall quite less. Not only this, your mental stability remains high.

[@AlokJain]

Grt

[@sankar_r]

Master in his classroom..... Alokclass❤

[@ethan_212]

I'm really proud every of your episode of trade analysis here on KZbin, despite the fluctuations in price I keep earning 27k dollars every single week thanks for knowledge and recommendations 🙏

[@ethan_212]

Tell her that I referred you🙏🙏😊

[@emilybennett41]

Thanks for sharing her details. Can't miss this opportunity!!!

[@emilybennett41]

Is there any other way I can get to her

[@ethan_212]

Whats@pp

[@ethan_212]

+148

[@a.s.psastry7710]

Thank you Sir, I am quite new to the market and has not seen much of a drawdown. The corrections have corrected quite early.

[@TutulBiswas-kh3tl]

Very nice Insight..

[@Mng002]

Nice video. It’s going to be very useful in this highly volatile bubble market

[@omprakashjangid1580]

Great sir

[@ganeshpatil2633]

Thank You 👍

[@AlokJain]

You are welcome!

[@hasladha]

Absolutely excellent video. Thanks for sharing this information. Very knowledgeable.thank you

[@AlokJain]

So nice of you

[@anupamgovind3979]

loved it.......learnt a lot Thank You sir

[@AlokJain]

Most welcome!

[@sreeramsuresh7626]

Very Nice ! Educate us with similar concepts.

[@AlokJain]

Thank you.

[@bmtrehan5495]

Excellent explanation.

[@AlokJain]

Glad you liked it

[@krishnamoorthypippadipally2787]

thank you . verygood presentation. please make more such video presentations for many young new investors. thank you

[@AlokJain]

Tks

[@aruntiwari2402]

Great learning

[@AlokJain]

Thank you.

[@ravikumardhayalan1]

Amazing content sir. Thank you very much 🙏

[@ravikumardhayalan1]

Sir I am already doing momentum investing profitably. But I want to learn more sir. Are you conducting any paid courses on this sir. If not create one it will be usefull for momentum lovers ...

[@AlokJain]

Most welcome

[@vargheseantony9136]

Great learning. Worth implementing. What should be our strategy of the current bull market and forthcoming union budget ?. Should we cut our positions in equity and MFs or just continue?

[@AlokJain]

Depends on strategy adopted. Can be no one answer for all portfolio

[@vikramforester]

Also, how do u ensure lower drawdowns? Does ur strategy tell u to stay in cash during downtrend? I assume lower momentum in your stocks can foresee a general sluggishness in the market, therefore helping u to stay in cash in such situations?

[@AlokJain]

We cannot ensure. The design tries to do that

[@manugeorge7405]

Hi Alok, Really great insights. Thanks. Can I assume all WI smallcases are designed to follow this strategy in a market fall ? Or you have some smallcases aimed to follow this strategy and some others follow different strategy ?

[@AlokJain]

Absolute momentum will go to cash and relative momentum will rotate to strongest stocks

[@user-un3md4zv3i]

wonderful work

[@AlokJain]

Tks

[@Thecuriousmind123]

While I get your point on drawdown the stocks that fall less don't rise as much..so not a fair comparison..best idea is to book losses at 10 to 12 percent and hold on to winners 🏆

[@AlokJain]

Yes good

[@mahendrapatankar3805]

Superb Analysis Sir, really insightful.

[@AlokJain]

Glad you liked it!

[@kumaranil181]

How to fall less and how to identify a real impending correction ? Could you please give some clarification around these ?

[@AlokJain]

It cannot be a perfect science

[@beautifulmusicforgoodmood]

1.What should be optimum rebalancing frequency weekly or fortnightly or monthly? 2. Optimum number of stocks or open positions. 3. How does it work in prolonged bear market.. we fully exit and sit on the fence..but whats the criteria to take call on full exit?

[@AlokJain]

Our strategies are optimal designed

[@Jackson_heights94]

👌

[@anand1296]

Sir, you can please calculate if someone invest in drawdown is, does it make any difference in the long term to to CAGR. As if you invest in the dips more, but you continue your SIP, does it makes any difference?

[@AlokJain]

It will make some difference but the discretionary part of it can have disadvantages also

[@George_Soros_LLC]

I was tracking Nifty alpha low volatility 30 index, the drawdowns this index had were less compared to nifty 50 and there are couple of mutual funds and ETF tracking this index now. I am investing in this for couple of months now.

[@AlokJain]

Ok

[@raghussaa1056]

good one

[@AlokJain]

Thanks

[@trajmohan5559]

Hi Alok, Is this theory applicable only for individual stocks and not for portfolios like MI20? These strategies indicate that you will be always invested. Is it a good idea to add capital in a fall rather than exiting completely, if you can share some insights on this it will be good.

[@AlokJain]

We don't recommend exit completely. Yes good idea to add capital after deep falls

[@douknow3366]

What is the smallcase for a stock it invested...will it sell the once down 20% or less

[@AlokJain]

No fixed pct loss formula

[@mr.toffee1344]

Can you make a video of drawdown for your smallcases

[@AlokJain]

All DD are updated regularly and transparently at WI HUB

[@Dushyantgiri]

What about max draw down duration? Is there any indice for this?

[@AlokJain]

No

[@ranjancom2000]

but how we know what % SL is best you put. If we use 6% SL if the market ranges from 6%, we will be loss if we follow DD strategy

[@AlokJain]

You have to find a balance

[@akashgupta13]

Thank you very much! I really enjoyed this video. Please keep making more such videos, we get to learn something new.

[@ranjancom2000]

Can you add one more column how much capital % required DD recovery if fall happen to reach the breakeven

[@AlokJain]

Not possible. Each person risk is different

[@vikramforester]

I know the example u have is for illustration. However, we know that risky bets are more rewarding in uptrend and also face higher drawdowns during downtrend. So how do we assume the same gains for both strategies during an uptrend after a drawdown?

[@AlokJain]

If risky bets then upside will also likely be more

[@anand1296]

Sir by my calculations if you have 15000 clients and let’s suppose your ARPU is 7000 P.A you can get the calculation. 📈

[@AlokJain]

What shd I do with this calculation

[@venkateshk3655]

Absolutely Nailed it. Great information .

[@AlokJain]

Glad you enjoyed it!

[@ravindranmenon441]

Thanks sir. Very nice presentation about drawdowns about which we ignored.

[@AlokJain]

Thanks.

[@arjunbigi7718]

Isn't this the same rational that propels AIF Category 3 long-shot funds?

[@AlokJain]

Can't say

[@padmanabhanr4242]

Lesser drawdown is always good.

[@swapnillahane7242]

S Naren , Ppfas , Alok jain doing it for some time now

[@religionofpeace782]

And all of them have successfully qualified to be the worst performers in their respective categories for the same period of time.😂 Look at icici value fund and pp flexicap rankings in the last 3 years.

[@swapnillahane7242]

@@religionofpeace782 check it after 2025

[@AlokJain]

Ok

[@ananthnag9144]

Excellent

[@AlokJain]

Thanks.

[@StockMarketl-c4e]

People are regularly saying market will Crash .

[@abhishekdasdsp]

I've been hearing the same from the time markets had rebound after covid in 2021. I thought Tata Motors was at 100 and after market crash, I'll accumulate at 70-80, and I'm still waiting since then.

[@bhupeshjuneja9540]

An important concept very nicely explained. I would say if the composition of your portfolio is more of mid and small caps it will fall more. But as you had explained in an earlier video, Nifty Junior stocks might probably see lower draw down.

[@AlokJain]

Good point!

[@abiisaac1953]

Fall happens over 2-5 days. By the time a retail investor decides it’s going to be a huge fall and sell, the market could have reached its bottom. When COVID started, most of the people were unsure if it’s going to be a large fall or a minor correction.

[@AlokJain]

Possible

[@religionofpeace782]

But if over the long term this were to be true, then large cap funds would have been among the highest returns as they fall the least and smallcaps should have been given the least returns. The reality is totally opposite. The one that falls the most, has given the highest cagr returns( in the long run ofcourse).

[@AlokJain]

Cannot compare different categories. They have different dynamics

[@religionofpeace782]

Ok. So it's limited only to the category.​ Small caps/ midcaps will anyway beat largecaps in the long run.@@AlokJain

[@Mack2211]

Thats the silver bullet .... an eye opener for those who go long on losses

[@AlokJain]

Grt

[@VishyTalks]

So, are you expecting a drawdown by the 14th? 😂

[@AlokJain]

No expectations

[@Jackson_heights94]

👌