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OUR CASE STUDIES
New Success Stories Are On Their Way
OUR CASE STUDIES
When Adelina came to our community in 2022, she was truly struggling. While she was a successful entrepreneur, investing was tough for her. She was holding nearly 50 different stocks in her portfolio, bought based on recommendations she could not follow and was unsure about what to do with them. We started by figuring out the best investment style for her based on her busy schedule. We helped her simplify her portfolio to hold only assets she truly understands. The last time we spoke with her in 2025, Adelina had been growing her portfolio by about 15–20% per year since 2023. More importantly, she no longer feels confused about her portfolio. Instead, she invests with confidence.
Adelina
Entrepreneur
Benjamin has been with us since August 2021. During 2022, he told us that due to his wife’s new career, he could no longer buy or sell stocks. He wanted help deciding which stocks he could hold and not sell until the day his wife retires. We told him to join our weekly sessions and go through our journals. He reviewed all the information we have collected about the stocks over the years. From there, he could make a clearer decision. And that’s exactly what he did. Fast forward four years later, his results speak for themselves. Not only has his portfolio grown by more than 220%, he is close to hitting his first $1,000,000 in capital gains. If this teaches us anything, it is that information in investing is key. Knowing the right information can make or break your portfolio returns.
Benjamin Ong
Professionals
Today, we’re featuring one of our community members, Soon Seng. When we first met Soon Seng, he felt lost. He had been investing based on advice from multiple investment gurus, but the conflicting recommendations left his portfolio in a chaotic 75% loss — and when things went wrong, he was left to figure it out alone. When he joined us, we took the time to understand his strengths, weaknesses, and personality. From there, we helped him build an investment plan tailored to his strengths, while reducing the impact of his weaknesses — a plan he could follow consistently. After restructuring his portfolio and investment system, he improved from a 75% loss to a 16% loss in less than a year. More importantly, the last time we spoke with him in 2025, his portfolio had not only broken even, but had also grown by 95% in 2025 alone. We’re grateful to be part of Soon Seng’s investment journey, and we look forward to seeing even more of his success ahead.
Soon Seng
Professionals
Edwin has been with us since October 2021. He is nicknamed “Mr 88” for his love of that number in our community. Edwin is a mysterious figure. We don’t know much about his investing history, but we know his personality well. One thing is certain. He is always there to celebrate the results of our fellow community members and also there to pick them up when they are down. He is a senpai nobody asked for, but a senpai everyone needed. His portfolio grew by 50% in 2024. He did not share his returns in 2025, but we know his biggest holdings grew by 300% in 2025 alone. Despite that, he remained humble and kept his net worth private.
Edwin
Professionals
Today, we are featuring one of our community members, Florence Soh. When we first met Florence, she did not have a solid method for investing in stocks and had been losing money as a result. With retirement getting closer, this was a major concern for her. When she first joined us, she lacked some of the basics, and we were unsure how quickly she would catch up. But Florence proved us wrong. She diligently went through the course materials, stayed close to our team, and kept asking questions to improve. We recommended that she join the physical program to accelerate her learning, and she surprised us by flying from Singapore to Malaysia instead of waiting for us to go to Singapore. Her efforts paid off. Not only did she turn her portfolio losses into profits, but the returns she made were more than double what she had invested with us to learn. The last time we spoke with her in 2025, her portfolio had doubled in value from when she started with us, with a 6-figure capital gain. Florence showed us that age is just a number. If you are willing to learn, you can learn anything. Today, she even guides some of our community members in their investing journey. We are very proud of her and look forward to supporting her as she works toward a happy and comfortable retirement.
Florence
Retiree
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