About Me

Why I joined WIC

I have a background in investing and am very interested in continuing to advance my personal finance knowledge to work toward financial independence.

Ways to contribute to the community

  • Open to options once learning more about the current programming and group's needs

Experienced Investment Areas

  • Stocks
  • ETFs
  • Private Fund

Industry Knowledge

  • Big Tech
  • AI & Data Science
  • Banking & Investment

Investment Objectives

Based In

San Francisco, California, United States

Professional Background

  • Entrepreneur
  • Engineer & Tech
  • Finance

Years of Investment Experience

7+ years

Top investment objectives

  • Retirement planning
  • Other

Typical investing time

  • For as long as possible or until I retire

Investment Experience

Successful investment experience

I bought QQQ during the 2020 period of expansionary monetary policy and tech momentum. It did very well, but as it appeared increasingly overvalued, I decided to sell it after a year or so based on traditional investing principles around multiples and valuation. Watching QQQ increase a lot after my sale was disappointing for a while, until the tech indexes declined in 2022.

Having seen QQQs performance over the past couple of years was a good reminder that, for me, sticking to foundational traditional investing principles, can provide a buffer against the volatility of unanticipated events such as pandemics, inflation, etc. I'm even more open to traditional investment guidance around diversification as a result of this experience and the past few years of macroeconomic changes.

Failed investment experience

I invested in a SPAC with a manager I knew well, and the SPAC ultimately did not perform well. I realized that I made 3 mistakes, from my perspective.


1 - Investing in individual securities without having enough time to research sufficiently. I now invest only in ETFs for public market investing as long as I have limited time for research.

2 - I am less naive to incentives. A friend pointed out that SPAC managers would make a ton of money from founder's equity regardless of how well the SPAC performed and I did not take this as seriously as I should have.

3 - I assess the sources of information around investments more critically

Other things about myself

I am excited to build relationships with other women focusing on investment. I've wanted that type of group for quite a while, so this is great.

What I can do on WIC

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