Summary
Overview
Work History
Education
Skills
Timeline
AdministrativeAssistant

YI LU

Adelaide,SA

Summary

Adept Independent Financial Investor with over 16 years of experience, achieving a consistent annualized return of 25%. Specializes in financial analysis and strategic planning, leveraging market research and macroeconomic trends to generate over AUD 2 million in profits. Demonstrates exceptional risk management and analytical skills, with a strong discipline in investment strategy implementation.

Overview

16
16
years of professional experience

Work History

Financial Investor

-
06.2008 - Current

Independent Financial Investor
2008 – Present

  • Proficient professional investor with 16 years of experience in managing personal investment portfolio with a consistent annualized return of 25%.
  • Generated over AUD 2 million in profits through strategic investments in various financial instruments, supported by comprehensive data records.
  • Conducted thorough market analysis and research to identify profitable investment opportunities.
  • Developed and implemented investment strategies using mathematical modelling, technical analysis techniques, and expertise in commodity futures analysis.
  • Demonstrated a keen understanding of macroeconomic trends to inform investment decisions.
  • Developed and rigorously adhered to trading models with strict trading discipline.

Education

Master - Professional Accounting And Finance

University of South Australia
SA
12.2014

Bachelor - Business Studies

Charles Sturt University
NSW
07.2012

Skills

  • Financial Analysis
  • Investment Strategy
  • Market Research
  • Risk Management
  • Accounting and Financial Reporting
  • Data Analysis
  • Mathematical Modeling
  • Technical Analysis

Timeline

Financial Investor

-
06.2008 - Current

Master - Professional Accounting And Finance

University of South Australia

Bachelor - Business Studies

Charles Sturt University

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