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Memos & Musings

Read more about the article 🌏 Dividend Investing in 2026: Navigating Volatility with S-REITs & China Plays

🌏 Dividend Investing in 2026: Navigating Volatility with S-REITs & China Plays

  • Post published:May 17, 2026

With geopolitical tensions in 2026, is there a way to stay invested and get paid while navigating the storm? Join us in this episode as Bruce Zhang (CSOP AM) and Samuel Tay (AlphaJoy Private Wealth) unpack the roadmap for dividend investing.

Continue Reading🌏 Dividend Investing in 2026: Navigating Volatility with S-REITs & China Plays
Read more about the article Microsoft Stock Down 30%: Opportunity or Risk?

Microsoft Stock Down 30%: Opportunity or Risk?

  • Post published:April 3, 2026

MSFT share price down more than 30% from all-time-high. Is this an opportunity, or a warning sign? Has AI changed the fundamentals for Microsoft?

Continue ReadingMicrosoft Stock Down 30%: Opportunity or Risk?
Read more about the article Live Investment Case Study: Alibaba’s Long-Term Growth Story

Live Investment Case Study: Alibaba’s Long-Term Growth Story

  • Post published:March 28, 2026

Alibaba’s share price has seen a significant recovery over the last two years, but the path has been anything but smooth. With high volatility still in play, many investors are asking...

Continue ReadingLive Investment Case Study: Alibaba’s Long-Term Growth Story
Read more about the article 🚀 Unlock 2026 Wealth: Essential Insurance, CPF & AI Investing Tips

🚀 Unlock 2026 Wealth: Essential Insurance, CPF & AI Investing Tips

  • Post published:March 26, 2026

In this podcast, we dive into the three pillars of a secure financial future: Protecting your assets, Optimizing your CPF, Capturing growth in the Artificial Intelligence age.

Continue Reading🚀 Unlock 2026 Wealth: Essential Insurance, CPF & AI Investing Tips
Read more about the article How S-REITs May Deliver Both Income and Growth

How S-REITs May Deliver Both Income and Growth

  • Post published:March 13, 2026

Many investors think of REITs as income machines — dependable assets that generate dividends but rarely deliver meaningful growth. Yet in reality, the story can be quite different ...

Continue ReadingHow S-REITs May Deliver Both Income and Growth
Read more about the article Shaping Investing Returns with Options

Shaping Investing Returns with Options

  • Post published:February 3, 2026

Most investors associate options with fast trades, leverage, and speculation. But that’s only one side of the story. When used thoughtfully, options can play a very different role in a portfolio — one that focuses...

Continue ReadingShaping Investing Returns with Options
Read more about the article What 20 Years in the Markets Taught Me

What 20 Years in the Markets Taught Me

  • Post published:December 24, 2025

It took me 15 years to build X amount of financial assets. But only another 5 years to reach 2X. Not because I suddenly worked harder. Not because markets became easier. But because I finally understood things I didn’t understand in my twenties...

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Read more about the article 90% Winning Trades — Here’s How InvestingNote Portfolio Fared 2 Years On

90% Winning Trades — Here’s How InvestingNote Portfolio Fared 2 Years On

  • Post published:December 23, 2025

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...

Continue Reading90% Winning Trades — Here’s How InvestingNote Portfolio Fared 2 Years On
Read more about the article China Tech’s Comeback (ft. JD.com & Alibaba): Is the Fundamental Recovery Real?

China Tech’s Comeback (ft. JD.com & Alibaba): Is the Fundamental Recovery Real?

  • Post published:December 1, 2025

China’s tech stocks have staged a steady rebound over the past year, lifted by firmer sentiment, clearer regulatory direction and government stimulus. With share prices recovering, the focus has shifted to whether the fundamentals...

Continue ReadingChina Tech’s Comeback (ft. JD.com & Alibaba): Is the Fundamental Recovery Real?
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