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I am a 26-year-old individual investor who has been investing for 4 years. I am a CPA and passed all three levels of the CFA exam. I enjoy reading fundamental analysis that are fact-based, and shun emotional debates.

I have achieved a 25% annual return since October 2008, using seed money from my father's HELOC. I am a graduate of UCLA with a degree in Business Economics. I am currently applying to top-25 MBA programs to make a career transition from accounting to asset management.
  • Description: Occasional Investor. Trading frequency: Monthly
  • Interests: Commodities, Dividend stock ideas & income, Mutual funds, Options, REITs, Stocks - long, Stocks - short
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