The Joyful Investors

02/09/2026

From AI and robotics to new technologies and changing consumer behaviours, new investment themes are constantly emerging.

As investors, the opportunity is to identify these trends early, understand how they could potentially create value, and find ways to participate in their growth.

But riding a trend doesn’t mean chasing whatever is popular or buying after prices have already surged.

The bigger question is: How can we participate in the potential upside while still protecting ourselves when the trend doesn’t play out as expected?

Coach Hazelle shares more during a recent panel discussion on “Investing Beyond AI”, including how investors can think about emerging opportunities, assess the risks, and build positions with appropriate downside considerations.

Because investing in the next big trend isn’t just about finding what’s going up. It’s about knowing what you’re buying, why you’re buying it, and how much you’re willing to risk.

02/09/2026

September has a reputation for being a difficult month for investors. 📉

And historically, the numbers do back that up.

Since 1928, the S&P 500 has averaged a -1.1% return in September, making it the weakest-performing month of the year.

Even more interestingly, the market has recorded gains in only 44% of Septembers over this period.

But historical seasonality is a tendency not a prediction.

A weak historical average doesn’t mean September must be negative this year. Markets can and do break seasonal patterns.

So rather than trying to predict what September will bring, as active investors, we may consider adjust to our risk posture and to identify where opportunities may emerge.

Let’s see how the month plays out. 👀

&P500

01/09/2026

AI is changing the investment landscape — but how should investors make sense of it? 👀

That was one of the many questions we explored at the Moomoo SG KOL Creator Roundtable, where Hazelle moderated a fireside chat with Nasdaq Chief Economist Phil Mackintosh.

From AI valuations and business fundamentals to the broader market outlook, here are some of the key takeaways from the conversation. 💬

31/08/2026

What makes a REIT attractive to investors? 🏢

We spoke to some of our industry friends and the team at The Joyful Investors to hear what they look for and what makes REITs appealing as part of an investment portfolio.

It may not be the most exciting time for many investors to be looking at REITs, especially with continued uncertainty around interest rates and the broader market. But sometimes, the less popular an asset becomes, the more interesting it is worth looking at.

This is also where our students and we have been gradually becoming more constructive on REITs—not simply because prices have fallen, but because we’re looking at the underlying fundamentals, valuations, income potential and risk-reward opportunities.

Of course, being “greedy” doesn’t mean buying blindly. It means being selective and understanding what we’re buying, what could go wrong, and whether the potential returns justify the risks.

For those looking to understand REITs better and explore how they can potentially build a stream of passive income, join us at our upcoming free workshop on Friday, where we’ll dive deeper into REIT investing. 💡

31/08/2026

Markets don’t always follow the textbook. 📈📉

Take gold, for example. It’s often expected to rise during times of war because investors view it as a safe-haven asset.

But markets don’t move purely based on textbook narratives. Prices can rise as the story gains traction until the trade becomes too crowded.

And once everyone is positioned for the same outcome, the opportunity may no longer be as attractive.

That’s why investing isn’t just about knowing the narrative. It’s also about asking: Is the trade still early, or has it become crowded? What could cause the market to change its mind?

The lesson is simple: a popular investment idea isn’t necessarily a good investment opportunity. Context, valuation, positioning, and timing still matter. 💡

31/08/2026

🇸🇬 What comes after Singapore’s top 30 stocks?

Most investors know the Straits Times Index (STI). Beyond those 30 companies lies another group of 50 SGX-listed companies that looks quite different from the traditional blue-chip index.

For example, while Financials make up about 60% of the STI, they account for only around 6% of the Next 50 Index.

So, what exactly is in this group of next 50 companies?

With the new CGS Fullgoal Singapore Next 50 Active ETF (SGX: Q50) set to list on SGX on 3 September 2026, we take a closer look in this article on:

📌 Next 50 Index and its sector exposure,

📌 How the Q50 ETF works,

📌 Portfolio considerations and risks investors should be aware of.

📖 Read the full article:

👉 Singapore’s Next Wave of Stocks Beyond the Banks
https://thejoyfulinvestors.com/singapore-next-wave-of-stocks-beyond-the-banks/

STI is heavily concentrated in Singapore's biggest banks. Discover the Next 50 stocks beyond DBS, OCBC and UOB, and how the CGS Fullgoal Singapore Next 50 Active ETF provides access to them

30/08/2026

[ From Panic to +20% — What Changed for Booking Holdings? 👀]

Booking Holdings has gained more than 20% since we shared our deep-dive video back in June, where it was one of the stocks in focus in our InvestingNote Portfolio's April feature.

At the time, the stock had fallen more than 20% from its previous highs, as investors grew increasingly concerned about whether AI could disrupt the online travel industry.

The question we explored then was: Had the market massively overreacted, or was this a genuine warning sign for Booking Holdings?

Fast forward to today, the stock has recovered strongly.

But here's the more important lesson for investors: A good investment isn't simply about finding a good company. It's about understanding what you're paying for it.

And that's why our deep dives aren't just about telling investors what to buy. More importantly, it's about learning how to assess an investment for yourself.

For Booking Holdings, we looked at:

✔️ The Fundamentals
Understanding the different businesses behind the company—including Booking.com, Agoda and Priceline—and the powerful network effects supporting its global business.

✔️ The Growth Potential
Identifying the catalysts that could drive the next phase of growth and value creation.

✔️ The Risks
Looking critically at the investment risks, including the market's concerns about AI disruption and how those risks could affect the business.

🎥 Watch the full deep dive to sharpen your investing thought process and learn how to assess opportunities for yourself:
https://www.youtube.com/watch?v=RFG1ZZrJfh0

With the stock down over 20% from its previous highs, investors are...

30/08/2026

The AI opportunity goes far beyond Nvidia, chipmakers and hyperscalers. 🤖📈

In early August, Chief Trainer Hazelle shared why investors should look beyond the most obvious AI names and start thinking about the different layers of the broader AI ecosystem.

AI isn’t just about the companies building the chips or providing the massive computing infrastructure. As adoption grows, opportunities can potentially emerge across different parts of the value chain—from hardware and infrastructure to software, applications, services, and ultimately the businesses using AI to improve their operations.

For investors, this means looking beyond the headline names and asking: Who else stands to benefit as AI adoption continues to expand? The interesting opportunities may not always be where the attention is today. Sometimes, they can be found further down the ecosystem where the market may not yet fully appreciate the potential impact.

29/08/2026

The market may reward popularity in the short term, but fundamentals matter in the long run. 📈

A stock can be popular, heavily discussed, and surrounded by a compelling narrative but popularity alone doesn’t make an investment sustainable.

As investors, it’s important to look beyond what everyone else is buying and ask: Are the earnings growing? Is the business generating cash? Does it have a durable competitive advantage? And can the current growth continue?

Following the crowd can feel comfortable, especially when prices are rising. But investing isn’t a popularity contest.

29/08/2026

What happens when you put a room full of finance creators together with the Chief Economist of Nasdaq and start asking the questions investors are wrestling with about AI? 💬

That was the conversation at the Moomoo SG KOL Creator Roundtable, where Chief Trainer Hazelle had the pleasure of moderating a fireside chat with Phil Mackintosh on AI and what it means for investors.

We explored some of the big questions on investors’ minds today: Which companies could truly benefit from AI? How sustainable are current valuations? And where might the next opportunities emerge?

The KOLs in the room also brought a wide range of perspectives and questions, making the discussion even more engaging.

Beyond the fireside chat, the programme included sessions on Moomoo AI and TikTok content creation. It was interesting to see how technology is changing not only the investment landscape, but also how financial information is created and consumed.

As educators in the finance space, this matters to us. As investing becomes more accessible, we also need to keep learning and finding better ways to help people make sense of what they see.

Thank you to the Moomoo team for bringing the creator community together and creating space for meaningful conversations, and to Phil for the thoughtful exchange and for engaging so generously with the questions from the room.

A great afternoon of learning, conversations and new perspectives. We look forward to the next one! 🙌