About Me

Why I joined WIC

Learn

Be part of a community of like-minded people

Ways to contribute to the community

  • Group leader & admin
  • Knowledge on a stock/company

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds
  • Bonds
  • Retirement plans / 401K
  • Residential real estate

Industry Knowledge

  • Energy
  • Banking & Investment
  • FinTech

Investment Objectives

Based In

Austin, Texas, United States

Professional Background

  • Real Estate
  • Finance

Years of Investment Experience

7+ years

Top investment objectives

  • Generate the highest return possible
  • Tax optimization

Typical investing time

  • 2-5 years

Investment Experience

Successful investment experience

Residential real estate

Friend of Anna Yuan

Failed investment experience

Stocks - Lehman, GoPro, etc.

Lesson learned - Asset Allocation and diversification

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