Name:Hang Gender:Male Age:29 Relationship Status: Single Income: $100K - $150K Annual Position:Data Scientist Background: Hang is a singale male professional working in financial services industry. He currently lives with his girlfriend in a condo at downtown. Hang is planning to marry his girlfriend in 2 years and he has plans to buy his own property by then. He works for an asset management firm as a data scientist. Hang also passed his CFA exams and he invests in stocks during his spare time. Hang is relatively conversative when it comes to picking stocks to invest. He leverages the knowledge he learned in CFA classes when he trades his stocks. Hang is a driven and determined professional who wants to financially stable and earn enough money for his wedding and downpayment which is likely to happen in two years. Objective: Use excessive cash on the side to invest in stock market for extra income Motivation: would like to marry his girlfriend in two years would like put down a downpayment of 150K for his new house in 2 years would like to use only excessive cash for stock investment while saving up for his downpayment. Current Saving: 80K Quantified Financial Targets: Investment Return: 10% annual Annual Saving per Year: 40K New Capital Available for stock market: 20K/annual Expected Capital in 2 years: $150K Characteristics: 1.risk adverse 2.has intermediate financial knowledge 3.family oriented 4.hard-working 5.academically curious 6.likes to spendtime alone Tools used yahoo finance financial news Books Bloomberg Questrade investment blogs youtube videos Current Pain points: Hang's experience in the stock market is considered more advanced than majority of the retail investors. His current job equip him with sufficient knowledge to analyze industry and companies. However, he is an engineer turned finance professional thus his corporate finance fundamentals are not strong. He is also very busy at his job thus he had limited time to learn about the market and investment during his spare time. As Hang has lived abroad for many years. Hang is insterested in learning more about both US and Chinese companies. Product Expectation: -Use the product to select stocks once a month -use the product to help him hit the ground running and equip himself with sufficient fundamental investment knowledge -use the product to run sanity check on his investment ideas -use the product as a platform for quick learning. -use the product to learn more deeply about a partifuclar company.