About Me

Why I joined WIC

I would like to learn more about different types of investment opportunities to grow and refine my personal portfolio.

Ways to contribute to the community

  • Group leader & admin
  • Knowledge on an industry

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Residential real estate
  • Tax saving strategies
  • Estate planning
  • Impact investment
  • Venture capital
  • Alternatives ( Cannabis, Farming, etc)

Industry Knowledge

  • Telecom
  • Hardware/Semiconductor
  • Healthcare

Investment Objectives

Based In

San Francisco, California, United States

Professional Background

  • Finance

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Other

Typical investing time

  • For as long as possible or until I retire

Investment Experience

Successful investment experience

Index funds - steady continuous investing have built steady return that matched market returns. SF real estate - market value have on average stayed up despite periodic shocks.

Failed investment experience

Bank recommended actively managed mutual funds - high fees and poor return.

Other things about myself

None

What I can do on WIC

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