Introduction
Welcome to my very first blog post on JonathanWeiInvesting.com! My name is Jonathan Wei, and I’m currently pursuing a Bachelor of Mathematics in Statistics, Financial Analysis & Risk Management at the University of Waterloo. Over the past few years, I’ve embarked on a journey of discovery in the world of investing—one that has taken me from college classrooms to high-stakes trading competitions, and even into the depths of federal tax law while working at the Canada Revenue Agency (CRA).
Contents
- My Early Inspiration
- From Theory to Practice
- Trials, Triumphs, and Trading Competitions
- Looking Ahead
My Early Inspiration
Like many aspiring investors, I started out by reading classic books on finance and devouring market news. However, what truly sparked my passion was the “real-world” application of these theories. My internship experiences at the CRA exposed me to the intricacies of tax laws, compliance, and how governmental policies can significantly shape market behavior. Understanding these nuances gave me a powerful lens through which to view potential investments and evaluate risks.
From Theory to Practice
While it’s one thing to learn about compound interest and discounted cash flow in a textbook, it’s another thing entirely to apply these concepts to actual portfolios. My first hands-on experience was modest—I began with a small personal trading account, testing out strategies I had studied in my coursework. This eventually led to the creation of my Python-based backtesting system, where I analyzed over 20GB of S&P 500 and NASDAQ 100 data, incorporating both fundamental and technical indicators like RSI, VWAP, and P/E ratio.
Trials, Triumphs, and Trading Competitions
One of the turning points in my journey was participating in the Bloomberg Global Trading Challenge and the McGill-FIAM Asset Management Hackathon. Working on real-time data to build factor-based portfolios and design machine learning models was exhilarating. These competitions taught me the importance of discipline, adaptability, and robust risk management—qualities that are essential for thriving in today’s fast-paced financial markets.
Looking Ahead
The “secret” of successful investing isn’t a single magical formula. It’s a mix of ongoing education, rigorous research, emotional discipline, and a willingness to learn from each mistake. As I continue to grow my personal investment portfolio and share insights on my blog, I look forward to discussing everything from backtesting techniques to optimizing asset allocation. Thank you for joining me in this journey!
Specifications
Processor
Intel Core i7-10750H
Memory
16 GB DDR4
Storage
512 GB NVMe SSD
Graphics
NVIDIA GTX 1650 4GB
Tech Specifications
Processor:
Quad-core 2.5 GHz
Memory:
8 GB RAM
Storage:
256 GB SSD
Display:
15.6″ Full HD
Graphics:
Integrated Intel UHD
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Pros
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Cons
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