InvestingNote Portfolio | By The Joyful Investors
InvestingNote Portfolio | By The Joyful Investors
Build a best-in-class portfolio for capital appreciation and dividend income
The goal is to help our subscribers build a market-beating portfolio over the long term. Stocks are picked using our proprietary Moneyball investing methodology that has stood the test of time.
As a subscriber, you enjoy the following benefits:
- Monthly analyses of the market movements
- Real-time trade alerts for portfolio transactions
- Deep dive stock coverage on specific US/SG companies
- Learn the thought process in portfolio construction
- Portfolio tracker to monitor your positions
Join InvestingNote Portfolio for just $39.90/month (billed annually)
As a subscriber, you enjoy the following benefits:
- Monthly analyses of the market movements
- Real-time trade alerts for portfolio transactions
- Deep dive stock coverage on specific US/SG companies
- Learn the thought process in portfolio construction
- Portfolio tracker to monitor your positions
Join InvestingNote Portfolio for just $39.90/month (billed annually)
How does it work?
We focus on selecting stocks that possess quality at appealing prices using our proprietary Moneyball investing methodology without subjectivity or emotion.
Capital preservation during downturns are emphasized as much as capitalizing on market upswings to yield robust returns.
As market cycles evolve, we may reallocate our capital for new investment opportunities
Who is suitable for InvestingNote Portfolio?
- Seasoned investors aiming to augment their returns through exposure to US stocks or Singapore REITs.
- Investors with busy schedules who prefer to streamline their stock research and have top-performing stocks pinpointed for them.
- Novice investors seeking to bolster their confidence in stock selection by referencing the portfolio of a seasoned professional.
Who is suitable for InvestingNote Portfolio?
- Seasoned investors aiming to augment their returns through exposure to US stocks or Singapore REITs.
- Investors with busy schedules who prefer to streamline their stock research and have top-performing stocks pinpointed for them.
- Novice investors seeking to bolster their confidence in stock selection by referencing the portfolio of a seasoned professional.
What should you expect from InvestingNote Portfolio?
- Our objective with InvestingNote Portfolio is to achieve a notably superior performance compared to the market, a goal which has been consistently met thus far with our historical portfolio performance.
- We anticipate a varied performance among our selections, with some significantly surpassing market benchmarks while others may occasionally lag behind. The success of our winners ultimately drives the overall performance of the portfolio. It's essential to evaluate InvestingNote Portfolio based on the collective performance of the entire portfolio, rather than focusing solely on individual selections.
- It is normal if there's a concentration of picks within a particular sector, such as technology or consumer discretionary, for a particular period. This could simply indicate that the said sector is undergoing substantial improvements in its underlying fundamentals and has attractive upside potential.
- We firmly believe that by buying great stocks at attractive prices and dedicating ourselves to long-term ownership, we position ourselves to attain financial freedom. Our methodology is suited to today’s uncertain environment and allows you to enjoy a smoother pattern of returns.
What should you expect from InvestingNote Portfolio?
- Our objective with InvestingNote Portfolio is to achieve a notably superior performance compared to the market, a goal which has been consistently met thus far with our historical portfolio performance.
- We anticipate a varied performance among our selections, with some significantly surpassing market benchmarks while others may occasionally lag behind. The success of our winners ultimately drives the overall performance of the portfolio. It's essential to evaluate InvestingNote Portfolio based on the collective performance of the entire portfolio, rather than focusing solely on individual selections.
- It is normal if there's a concentration of picks within a particular sector, such as technology or consumer discretionary, for a particular period. This could simply indicate that the said sector is undergoing substantial improvements in its underlying fundamentals and has attractive upside potential.
- We firmly believe that by buying great stocks at attractive prices and dedicating ourselves to long-term ownership, we position ourselves to attain financial freedom. Our methodology is suited to today’s uncertain environment and allows you to enjoy a smoother pattern of returns.
Discover how InvestingNote Portfolio can boost your investing strategy and make you a wiser and happier investor
🌟 Limited Time Offer: Early Bird Discount! 🌟
Sign up before April 30, 2024, and enjoy a lifetime grandfathered price with our exclusive promo code for InvestingNote’s community: HUATWITHJOY
(Pro-tip: For those of you who have yet to join InvestingNote community, sign up is free and you can tap on the promo code after you have sign up.)
Frequently Asked Questions
A: INP accommodates individuals with diverse levels of investing experience, whether you’re a beginner or an experienced investor. It simplifies the research process for spotting potential investment opportunities and provides timely trade alerts. Nonetheless, it’s essential for investors to diligently assess their investments for suitability. Furthermore, if you wish to gain a comprehensive understanding of our investing strategies, we highly encourage you to enroll in our Moneyball Investors Playbook course. This will help you acquire a more robust knowledge base to enhance your investment skills.
A: The decision should align with your comfort level. A usual account size may vary from four to seven digits. A general rule of thumb to adhere to in investing, as in many other things, is to commence with a modest start and scale as you become more acquainted and proficient in your endeavors.
A: Upon completion of the purchase, you can get exclusive access on our private group/content on the InvestingNote website that is dedicated for INP. It is best accessed via desktop for convenient viewing. Each month, you’ll receive our market analysis along with 2 in-depth reports focusing on specific stocks which may be from US, Singapore or China. The market analysis will be released during the first week of the month, while the 2 deep dive reports can be released at any time throughout the month.
A: The frequency of trade alerts is contingent upon current market opportunities, as The Joyful Investors focus on identifying high-quality prospects with favorable risk-to-reward ratios using our Moneyball Investing methodology. Subscribers are encouraged to have realistic expectations, understanding that trade alerts of higher conviction may not occur every other week.
During market pullbacks or crashes, when stocks are available at attractive discounts, trade alerts are more likely to be frequent. Conversely, in varying market conditions, the frequency of trade alerts may decline.
We generally perform comprehensive analysis of stocks that exhibit favorable upside potential at the present time. Nevertheless, if the market circumstances dictate that it is not the most opportune moment to invest in these stocks, we will openly and transparently convey this information to our members.
A: There is no need for any extra software or tools required.
A: The page in InvestingNote is dedicated for discussion of stock ideas that have been covered in the INP monthly reports. Members are encouraged to read the reports thoroughly first before posting questions that they may have.
A: Unfortunately, we do not provide trials for INP. This is due to the fact that our continuous market insights, stocks watchlist, and stock idea reports become accessible to you upon subscription. These resources are of significant value and offer actionable insights for members to leverage.
A: We provide annual subscription plans only. INP is designed for the purpose of constructing a long-term investing portfolio, and the performance of the portfolio is more evident over a longer timeframe. Subscribing on a month-by-month basis may not yield meaningful insights given the nature of the service.
A: Refunds and returns are not offered due to the nature of the information in the report. However, it is worth noting that over time, the majority of our investment calls have been winners over time, and we’ve always been upfront about that for years with our investment updates.
A: Should you find yourself with queries, we welcome you to connect with our customer support team. You may reach out to us by sending an email to hello@thejoyfulinvestors.com.
A: One notable difference is that our motivation to mentor the community stems from successfully uncovering a reliable approach, and we take joy in sharing it, similar to what some of our fellow InvestingNote members are doing. Originally, it was never in our plans to be doing what we are doing today. We aren’t teaching for a livelihood; instead, we have attained financial stability, allowing us to live the life we want and engage in the activities we love, including imparting our knowledge.
In addition, we have more than 50% of our net worth invested in the stocks that we present to our members. This means that we have skin in the game. When you win, we win. When you lose, we lose. We are strongly incentivized to do our very best because our own money is on the line too.
About The Joyful Investors
Welcome to The Joyful Investors, where financial education meets empowerment. At The Joyful Investors, we are dedicated to provide engaging and accessible education that empowers individuals to build a secure and thriving financial future. Through our comprehensive programs, workshops, and resources, we guide our community towards mastering the art of investing, cultivating a joyful and informed approach to wealth creation. Our mission is to demystify the complexities of finance, making it not only understandable but also enjoyable. We believe that being financially free is not to simply retire early, but to be able to unlock a future filled with confidence, abundance, and joy.
3 Coaches for the price of one / Meet Your Coaches
The InvestingNote Portfolio is run by investors with “real-life” experience in investing and not self-proclaimed experts. 🙂
About Hazelle
Hazelle is the Chief Trainer of The Moneyball Investors/Options Playbook program and the founder of The Joyful Investors, a financial education firm dedicated to helping avid investors improve their investments and achieve financial independence (F.I.R.E). She graduated with first-class honors in Bachelor of Accountancy from Nanyang Technological University (NTU) and began her auditing career at one of the Big Four firms. It was during this time that Hazelle acquired expertise in analyzing the financials of businesses through fundamental analysis. She strongly believes that financial freedom entails more than just early retirement; it also means being able to pursue our passions on our own terms.
About Kathy
Kathy serves as the Co-Founder and Chief Investment Officer (CIO) at The Joyful Investors, focusing primarily on technical analysis. She holds a degree in Economics from the National University of Singapore (NUS). Drawing on her prior engagements with traders at Merrill Lynch and Credit Suisse, Kathy gained insights into several counter-intuitive realities within financial markets and identified challenges confronted by novice investors. Her objective is to provide greater clarity, illuminate prevalent pitfalls encountered by investors, and elevate their investment outcomes through strategies that leverage market opportunities while mitigating downside risks.
About Keith
Keith is an investment mentor at The Joyful Investors and is the originator behind the Moneyball Investing methodology, a strategy that facilitated his attainment of financial independence by the age of 35. He is a licensed senior wealth adviser who has more than 18 years of experience in working with asset managers to deliver wealth advisory services to private clients, with a focus on retirement planning. His expertise in portfolio management has not only enabled many clients to retire early but has also earned him accolades, including the iFast Symposium Top Wealth Advisers award, among others.
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**Take note that the first issue for InvestingNote Portfolio’s Market Analysis and Deep Dive will commence from 1st April 2024. Early subscribers will only be deemed to start the service from 1st April 2024 while they may be given earlier access to our holdings in InvestingNote Portfolio, enjoy possible free trade alerts and usage to the portfolio tracker.
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Please read these terms and conditions carefully. By accessing this website you agree to be bound by the terms and conditions set forth on this website. These terms and conditions are subject to change. we will notify you of amendments to these terms and conditions by posting them to the website and you agree to be bound by such amendments as well. If you do not agree with these terms and conditions, please do not access this website.
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The information on this website is for information purposes only. It is believed to be reliable, but The Joyful Investors does not warrant its completeness, timeliness or accuracy. The information on the website is not intended as an offer or solicitation for the purchase or sale of any security or any financial instrument. The content does not constitute investment advice and should not be used as the basis for any investment decision. The content does not take into account individual Institutional/Professional Investor circumstances, objectives or needs. No determination has been made regarding the suitability of any securities, financial instruments or strategies for any Institutional/Professional Investor. The content is provided on the basis and subject to the explanations, caveats and warnings set out in this notice and elsewhere herein. The content does not purport to provide any legal, tax or accounting advice. Any discussion of risk management is intended to describe The Joyful Investors’ efforts to monitor and manage risk but does not imply low risk.
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Securities or financial instruments mentioned in the website may not be suitable or appropriate for all investors or in all geographical areas. Your particular needs, investment objectives and financial situation were not taken into account in the preparation of this website and the materials contained herein. You must make your own independent decisions regarding any securities or financial instruments mentioned herein. The fact that The Joyful Investors has made available to you through the website, investment opinions and other information constitutes neither a recommendation that you enter into a particular transaction nor a representation that any financial instrument is suitable or appropriate for you. You should consider whether an investment strategy or the purchase or sale of any product is appropriate for you in the light of your particular investment needs, objectives and financial circumstances.
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The information, commentary and recommendations provided here and to the subscribers (i) are purely our opinions and views and are not supported, sanctioned or endorsed in any way; (ii) are provided “as is” without warranty of any kind, either express or implied; (iii) are not intended to and do not create/induce the creation of any binding legal relations; (iv) are for general information only and no assessment has been made as to the suitability of the information for you/the subscribers; (v) do not have any regard to your/the subscribers’ specific investment objectives, financial situation and particular needs, and do not constitute an investment advice; and (vi) are not intended and therefore should not be taken as any offer or solicitation to do any investment or trade. As always, the decision to trade and/or invest remains solely with you/the subscribers. All information provided have been procured from sources believed to be reliable and accurate (but whose reliability and accuracy cannot be and are not warranted). Recommendations and opinions are subject to change without notice. Past performance is not indicative of future results. All investments are subject to investment risks including possible loss of the principal amount invested. There shall be no liability to you/the subscribers for any direct/indirect or any other damages of any kind arising from or in connection with your/the subscribers’ reliance on any information, commentary and recommendations provided.