InvestingNote Portfolio

InvestingNote Portfolio
5.0

Pricing

Standard
SGD478.80
$478.80 0% off
$39.9 / month billed every 12 months
Buy Plan

Properties

Provider InvestingNote, with principal trainers: The Joyful Investors
Service Duration Yearly
Level All Levels
Language English
Access Type Subscription @ $39.90/month
Cancellation Policy Cancel Anytime
Refund Policy No Refunds

Crafting Joyful Investment Outcomes



About InvestingNote Portfolio: The InvestingNote Portfolio serves as a valuable online resource for both novice and seasoned investors, providing stock research and market insights. Our research team diligently explores global markets to identify companies with long-term potential for investors. Utilize our research and analysis to construct a portfolio tailored to your interests, budget, and investment philosophy.

Members get access to both our INP Growth Portfolio and INP Dividend Portfolio in the subscription. INP Growth Portfolio is catered for higher risk tolerant investors seeking the medium- to long-term rewards of equity investment. INP Dividend Portfolio is designed for investors looking for a regular and sustainable income through REITs dividends with the potential for long-term capital appreciation.



Service Coverage and Key Offerings 


InvestingNote Portfolio is specially designed for:


With InvestingNote Portfolio, you’ll be able to:

  • Transform market uncertainties into strategic advantages for optimal investment performance.
  • Get real-time trade alerts and expert market insights on matters that most investors miss.
  • Invest with resilience and adaptability based on the market cycles to reduce the impact of market volatility.



As a member, you enjoy the following benefits:




Full Access: $478.80/year (SGD 39.90/month)




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FAQs


Q: I’m new to investing. Is INP suitable for me?

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 Investing course. This will help you acquire a more robust knowledge base to enhance your investment skills.


Q: How much capital do I need to invest in INP stock ideas?

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.


Q: How can I access the reports once I've purchased it?

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.


Q: How often do The Joyful Investors give entry/exit notifications?

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.


Q: Do I need any special software or tools in my investing journey with INP?

A: There is no need for any extra software or tools required.


Q: Where may I post my questions about the report if I have any?

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.


Q: Is there a complimentary trial available?

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.


Q: Is there an option for a monthly subscription?

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.


Q: Is there a refund or money-back guarantee for the reports?

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.


Q: In the event that I have questions or require assistance, what is the process for contacting customer support?

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.


Q: What sets The Joyful Investors apart?

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 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. Prior to his involvement with TJI, he dedicated over 17 years to collaborating with fund managers and delivering wealth advisory services to private clients, particularly specializing in retirement planning. His proficiency in portfolio management not only enabled numerous clients to retire earlier but also garnered recognition, including the iFast Symposium Top Wealth Advisers award, among others. During his leisure time, Keith contributes to Endless Weekends, a lifestyle and financial blog focused on topics related to financial independence and early retirement.




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You must read the information included under the ‘Terms of Use’ before accessing this website. They provide information on some of the regulations applicable to this product.

By accessing our content, you are confirming that:

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Terms of use

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.

The term “The Joyful Investors” for this website shall mean The Joyful Investors Pte. Ltd.


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The information on this website is intended to be accessed exclusively only by the ongoing subscribers of the InvestingNote Portfolio. We reserve the right to revoke subscribers’ access if there is a violation.


Authorized Use - No solicitations

The information contained in this website does not constitute a distribution, an offer to sell or the solicitation of an offer to buy any securities, nor is the information directed at any jurisdiction in which such offer, sale or recommendation is not authorized.


Authorized Use - No investment recommendations or professional advice

The information contained in this website does not constitute investment advice. An investment in strategies mentioned in this website may not be suitable for all investors and if you are unclear about any of the information on this website, please consult a financial adviser.


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We believe that the information contained on the website is accurate as at the date of publication, however no warranty is made as to the accuracy, suitability, usefulness, reliability or completeness of any such information and no liability in respect of any errors or omissions (including any third party liability) is accepted by us or any of our directors or employees. The use of this website and the delivery ("Delivery") of information or documents through this website or via electronic mail or other modes of delivery, is at your own risk. No warranty is given that the content of this website and the Delivery (including any such information) will be error free or that this website or any servers that operate it or the Delivery are free of computer viruses or other harmful components.

Reasonable precautions have been taken to ensure that website content, including account information and pricing data, are complete and accurate. However, due to the nature of information delivery technology and the necessity of using multiple data sources, including third party content, we are unable to assure the accuracy of the data you access through this website. Website content is presented only as of the date published or indicated and may be superseded by subsequent market events or other reasons. We have no duty to update this website or any website content. We shall not be liable to you or any third party for any damages arising from any actions or investment decisions taken by you based on the accuracy (or otherwise) of the data presented through this website. We (including our directors and employees) may or may not have a position in or with respect to the securities mentioned herein.


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The works of authorship contained in the website, including but not limited to all design, text, analyses, reports, articles, graphics, software applications, videos, audio files, photos, sound recordings, and images, are owned, except as otherwise expressly stated, by The Joyful Investors. Except as otherwise expressly stated herein, they may not be copied, transmitted, displayed, performed, distributed (for compensation or otherwise), licensed, altered, framed, stored for subsequent use, or otherwise used in whole or in part in any manner without The Joyful Investors' prior written consent.


Web content and materials

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.


Suitability and Appropriateness

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.

Under no circumstances will we be liable for any lost profits, lost opportunity, or any indirect, consequential, incidental, special, punitive, or exemplary damages arising out of any use of or inability to use the website or any portion thereof, regardless of whether we have been apprised of the likelihood of such damages occurring and regardless of the form of action, whether in contract, warranty, tort (including negligence), strict liability, or otherwise.

The user's access to and use of the website, and the terms of this disclaimer are governed by the laws of the various jurisdictions listed above.




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.

InvestingNote reserves the right to terminate a subscription without prior notice.

By subscribing, you also agree to InvestingNote's terms and conditions here.

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