About Me

Why I joined WIC

I am freshly retired and looking to join like minded peopl in exploring areas to invest to generate alternatives to the stock market and cash flow.

Ways to contribute to the community

  • Knowledge on an industry

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Tax saving strategies

Industry Knowledge

  • Entrepreneur & Small Business
  • AI & Data Science
  • Hardware/Semiconductor

Investment Objectives

Based In

Castro Valley, California, United States

Professional Background

  • Leadership & Management
  • Entrepreneur
  • Engineer & Tech
  • Product

Years of Investment Experience

7+ years

Top investment objectives

  • Cash flow generation
  • Other

Typical investing time

  • For as long as possible or until I retire

Investment Experience

Successful investment experience

I bought Chipotle stocks when the restaurant has food poison scares and it looked like a bad idea. I learned that if a company is fundamentally solid, to not give in to the fear that the stock market can often times generate.

Failed investment experience

Oh, so many to choose from …

I recently invested in ARKK and Netflix. I’m not sure what I learned from it other than to not purchase a falling stock and think you’re smart enough to know when a stock hit bottom.

Other things about myself

I was referred to this site from Jason Xie. He and I are new board members with Meals on Wheels and I mentioned that I was interested in real estate investing as an alternative hedge to inflation.

What I can do on WIC

  1. Check out WIC Directory and connect with other members
  2. Post a new opportunity