About Me

Why I joined WIC

I’d like more information about investment strategies.

Ways to contribute to the community

None

Experienced Investment Areas

  • Stocks
  • ETFs
  • Mutual funds

Industry Knowledge

  • Education

Investment Objectives

Based In

Sausalito, California, United States

Professional Background

  • Other

Years of Investment Experience

7+ years

Top investment objectives

  • Tax optimization
  • Retirement planning

Typical investing time

  • 5-10 years

Investment Experience

Successful investment experience

Amazon. Buy and hold if the company is good.

Failed investment experience

Toyota. Not sure why it did so badly but cut your loses when you need to.

Other things about myself

I’m retired. I’m transitioning my portfolio from growth to value stocks, but still want to be able to generate enough income.

What I can do on WIC

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