Kathy
in Memos & Musings · 2 min read
At the recent in-person meetup with InvestingNote Portfolio members, our coaches at The Joyful Investors had the chance to speak directly with many of them. It was deeply encouraging to learn how the portfolio has supported their investing journeys over time.
Our team’s focus has always been on making disciplined, sound decisions, especially when market conditions are noisy, volatile, or uncomfortable. But with InvestingNote Portfolio approaching its second year of live operation, this felt like the right moment to step back and reflect on InvestingNote Portfolio.
Here’s what the numbers show.
Over the past two years, 90% of our closed positions were profitable. More importantly, average gains meaningfully outweighed average losses, resulting in strong realised profits overall. Every trade was executed and communicated in real time to our InvestingNote Portfolio members.
What stood out was not just the hit rate but how the methodology held up against a challenging backdrop of market volatility, trade tensions, and sudden narrative shifts the past 2 years.
This resilience came from a few core principles of their proprietary Moneyball Investing methodology that The Joyful Investors employ:
-Entries taken at favourable risk–reward levels, not momentum chasing
-Risk is actively managed, not ignored.
-Systematic and repeatable decisions, rather than emotional reactions
-An edge built through consistency across many trades, not reliance on a few lucky wins
The investing methodology is the result of nearly two decades of refinement. It’s not about avoiding losses entirely. But it’s about containing downside efficiently while allowing upside to compound when the thesis plays out. In this set of trades, losses were kept controlled and shallow, while winners were given room to run and contribute meaningfully to portfolio returns.
As investors, The Joyful Investors believe that the goal is not to predict markets perfectly but to ensure positive expectancy. It is about managing risk well and staying invested long enough for the edge to play out across many trades.
And importantly, our coaches also put their money where their mouth is. In our own personal accounts, we executed these similar trades using the same framework. The similar gain rate of 91.7% and the average Loss-to-Gain percentage of 57.7% shows diligent risk management. What is shared in InvestingNote Portfolio isn’t theory. It’s a process that our coaches at The Joyful Investors actively use and trust in real markets with our own money.
🎁 Year-End Special: InvestingNote Portfolio
To close off the year, we’re happy to announce that we will be having a special promotion of $5 off each monthly subscription. Use Promo Code INP5OFF during checkout. Offer ends 31 December 2025.
For many members, InvestingNote Portfolio has already more than paid for itself. If you’ve been sitting on the fence, this is a great opportunity to step into the new year with a proven framework and real-time execution.
👉 Join InvestingNote Portfolio before the year resets and start the new scoreboard on the right footing.
Learn more: https://thejoyfulinvestors.com/portfolio/
About Kathy
Co-Founder of The Joyful Investors and Co-CIO of InvestingNote Portfolio. I graduated with a degree in Economics in National University of Singapore (NUS). My previous experience with traders at the Merrill Lynch enable me to realize many counter-intuitive truths about how the financial markets work and to uncover the challenges faced by many new investors. Investing can be astoundingly simple, and my goal is to make financial education accessible and easy to understand for everyone.
Important Information
This document is for information only and does not constitute an offer or solicitation nor be construed as a recommendation to buy or sell any of the investments mentioned. Neither The Joyful Investors Pte. Ltd. (“The Joyful Investors”) nor any of its officers or employees accepts any liability whatsoever for any loss arising from any use of this publication or its contents. The views expressed are solely the opinions of the author as of the date of this document and are subject to change based on market and other conditions.
The information provided regarding any individual securities is not intended to be used to form any basis upon which an investment decision is to be made. The information contained in this document, including any data, projections and underlying assumptions are based upon certain assumptions and analysis of information available as at the date of this document and reflects prevailing conditions, all of which are accordingly subject to change at any time without notice and The Joyful Investors is under no obligation to notify you of any of these changes.
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