Josh Tan - TheAstuteParent

Greetings from Sunny Pattaya Thailand!
(See who has my smile 😁)

I’m taking a week off to be with the family

And they always say “kids learn the most when they are exposed from overseas trips!”

I fully agree 👍🏻

Life is really too fast

Slowing down sometimes and appreciating things are important.

That’s my goal for this week!

Have a blessed week ahead too 👏

1 week ago | [YT] | 88

Josh Tan - TheAstuteParent

We made it to an ALL TIME HIGH with a 135% y/y gain in AUA managed!
But I'd like to sound out something different... 🙏

Do you know that
Micron is up 228% YTD 💥
TSMC 50% YTD 💥
ASML 43% YTD 💥

Do we have these stocks in client's portfolios?
No but we have direct exposure to Nasdaq which has allocations there.

South Korea KOSPI up 99% YTD 💥
Do we have allocations in client's portfolios there?
No but we have emerging markets as our biggest allocation which has South Korea.

We clocked gains but we are not chaing hot sectors.

With AI stocks/sectors climbing feverishly...
Fear and greed index is now firmly in the "GREED ZONE"...
we stay invested but also prudent...
for good times do not last indefinitely ✅


Maybe tougher times are round the corner,
no one knows...

What I wish is for all investors is to stay patient
and consistent no matter what
Coz that's how to build generational wealth 👍🏻


🌟 If you are looking for a transformative change towards your retirement direction, ENGAGE Josh Tan on a fee for full retirement planning NOW ►‌ www.theastuteparent.com/josh-tan 🌟

3 weeks ago (edited) | [YT] | 12

Josh Tan - TheAstuteParent

Most people earning $5,000/month think becoming a millionaire is impossible in Singapore!!! But the math may surprise you.

The difference often isn’t income…
It’s strategy, consistency, and time! Watch this!

1 month ago | [YT] | 4

Josh Tan - TheAstuteParent

Today we’re in beautiful Cape Town! 😃

In this picture is the beautiful table mountain and also iFAST CEO Mr Lim 👏

I feel blessed to come to learn via a symposium and tour around such a lovely place.🙏

Spoke to a friend who came along and he mentioned he plans to find a chance to live here for a few weeks and soak in the culture. 😃

Imagine the opportunities to work at your pace and appreciate life differently. ❤️

Let’s use our channel here to have more conversations and inspire more to financial freedom because that’s a life worth living! 👍🏻

1 month ago | [YT] | 57

Josh Tan - TheAstuteParent

Did you miss the interview I did to discuss on topping up to CPF LIFE?!?

No worries, posting here again (do subscribe to listen in to more conversations on JOSH TAN LIVE)

And leave in the comments if you would still be topping up to ERS

or not? 😉👍🏻

1 month ago | [YT] | 5

Josh Tan - TheAstuteParent

Last night I was awarded iFAST Premium Qualifier!
Top 3 UT Adviser also... BUT here's what you don't know ❤️‍🩹


...What is it?... I've had to endure a lot of rejections...


To many, maybe I appear to be able to bring in investments magically

because I've built a good reputation on social media.

It may appear I've figured it all out! ❌


But the truth is I've been on many lead calls that didn't convert.

(At least immediately)

I wish I'd some magic to get a YES right away...

But some who reached out to me are just doing comparison.

Some who reach out to me are in their spur of the moment and haven't found the conviction to follow through.

And some (likely because I'm a YouTube celebrity) just wanted to have a conversation and that's it...



Each rejection and each "ghosting from a could be client" would leave any adviser disappointed. Me included.

And in periods when these stack up,

I too face self-doubt. 😥



But I've studied winners enough to realise this... ✅

We all have emotions. Self doubts? We all have.

But the best, they find a way to bounce back.

And bounce back quickly... The best take action to move on.

That's what we can all learn...

And it applies not just to business but also to work and relationships. 🙂

That is the magic that makes a champion.



With that I'd like to say

Thank you to all private clients who have chosen to work with me.

I know many of you will read this post too! Big thank you!



Also especially a big thank you to my wife and family ❤️

1 month ago | [YT] | 86

Josh Tan - TheAstuteParent

We cracked $40M of investment assets managed 😃

Building an investment AUA business isn’t about chasing quick wins…

it was about consistency, trust, and doing the unglamorous work daily.

At the start there were no shortcuts. No large private clients. No big numbers to show.


I’ve learnt that private clients don’t just invest money, they invest trust.

And trust is built in small moments:✅
– Hearing their goals

– Explaining complex ideas simply

– Being honest even when it’s uncomfortable

– Staying present beyond the transaction

Growth came from focusing on people, not just portfolios.

When clients grow, your business grows. When they feel secure, they stay. When they trust you, they refer. 🙂

There were also tough lessons—markets fluctuate, expectations can be unrealistic, and not every plan works out perfectly.

But those moments can sharpen your process and strengthen your conviction.



🌟Follow me on LinkedIn to connect professionally and
if you’d like hear updates on the growth journey I’m on 🌟
Click here - www.linkedin.com/in/josh-tan-jl/

🌟 If you'd like advice on retirement and to build your investment portfolio🌟
Click here - www.theastuteparent.com/josh-tan/

1 month ago | [YT] | 16

Josh Tan - TheAstuteParent

Gold ran up 40% in 1year! Is the bull run over?!?
Is it time to sell? We welcome Jim Rogers in today for a discussion!

Don’t miss this NEW episode and subscribe to Josh Tan Live to listen in on more conversations 👍🏻

1 month ago | [YT] | 5

Josh Tan - TheAstuteParent

#1 Market downturns have a way of returning stocks to their rightful owners.

#2 In the short run, the market is a voting machine.

In the long run, it’s a weighing machine.

Two of my favourite investment wisdom: 😃

Prices may swing wildly because of headlines, fear, or greed.


Hence the challenge for all of us as investors isn’t finding the next hot stock...

It’s managing the emotions that come with volatility. 👌


****

Investments Under Management are down🫡 What's latest?

Although it is a drop, we've been doing all the right things.

New inflow has been strong

And private clients have continued the plans to DCA


♻️ If you are looking for investment advice or transformative change towards your retirement direction, ENGAGE Josh Tan on a fee
for full retirement planning NOW ►‌ www.theastuteparent.com/josh-tan


Life is never a straight line up.

So is the investment journey.

We are 103% up Y/Y, once the dust settles we will grow again!

Do your best too k, we journey together 👍

2 months ago (edited) | [YT] | 19

Josh Tan - TheAstuteParent

Don’t buy stocks first?🔥
Different pov coz I’m on the side of start diversifying only when your sums are bigger.

When small, concentrate your bets, learn to pick stocks to see if it’s your cup of tea.
Let us know what you think k 👍🏻

https://youtu.be/O3LzaJLy1Hk?si=6Pbds...

3 months ago | [YT] | 3