Home > Personal Investment Vitae
AYA fintech network platform founder
Location: Taiwan
Gender: Male
Asset investment style: Quantitative fundamental analysis
Market capitalization:
$10,367,207talentsVirtual portfolio value:
$10,059,417talentsNet overall return per annum:
26.90%AYA current rank order:
#1Asset investment philosophy:
I invest in tech value stocks or platform enterprises with substantial network effects, scale economies, and information cascades etc such as Facebook, Apple, Microsoft, Google, Amazon, Nvidia, and Tesla (FAMGANT). All of these platform enterprises reap rewards in the form of both exponential user growth and revenue generation. The long-term fundamental intrinsic value steadily rises over time. One of my favorite stock investment strategies involves buying tech value stocks with competitive moats and first-mover advantages when their share prices fall below the respective book values.
Top 10 profitable stock transactions since January 2020Strategy
| Symbol | Company | Buy | Sell | Share Volume | Return (%) | Profit ($) |
|---|---|---|---|---|---|---|
| TSLA | Tesla Inc. Common Stock | $235.14 | $560.55 | 1,276 | +138.39% | $415,223 |
| Strategy : Elon Musk envisions a bold fantastic future with his professional trifecta of lean enterprises SolarCity, SpaceX, and Tesla. | ||||||
| AAPL | Apple Inc. Common Stock | $187.30 | $248.23 | 3,300 | +35.22% | $201,069 |
| Strategy : Apple retains its niche specialty and competitive moat in mobile devices, online connections, music streams, and apps etc. | ||||||
| NVDA | NVIDIA Corporation Common Stock | $216.31 | $605.09 | 462 | +179.73% | $179,616 |
| Strategy : Nvidia specializes in the continuous flow of lean GPU microchip production for high-performance computers and mobile devices. | ||||||
| PYPL | PayPal Holdings Inc. Common Stock | $92.72 | $258.65 | 1,079 | +178.96% | $179,038 |
| Strategy : PayPal continues to dominate in fintech conglomeration with fast and safe email payments and electronic transfers in America and many other parts of the world. | ||||||
| GOOG | Alphabet Inc. Class C Capital Stock | $1,114.91 | $2,757.57 | 90 | +147.34% | $147,839 |
| Strategy : Google continues to be the long prevalent online search engine with substantially greater AI cloud services such as Gemini, NotebookLM, and Google Cloud machine-learning algorithms. | ||||||
| TSLA | Tesla Inc. Common Stock | $560.55 | $1,374.39 | 178 | +145.19% | $144,864 |
| Strategy : Elon Musk envisions a bold fantastic future with his professional trifecta of lean enterprises SolarCity, SpaceX, and Tesla. | ||||||
| FB | Meta Platforms Inc. Class A Common Stock | $154.47 | $316.92 | 647 | +105.17% | $105,105 |
| Strategy : Meta continues to be the successful conglomeration of social media services with Facebook, Instagram, and Oculus. | ||||||
| AAPL | Apple Inc. Common Stock | $248.23 | $437.50 | 403 | +76.25% | $76,276 |
| Strategy : Apple retains its niche specialty and competitive moat in mobile devices, online connections, music streams, and apps etc. | ||||||
| LN | LINE Corporation | $31.74 | $48.51 | 3,151 | +52.84% | $52,842 |
| Strategy : LINE is the popular WhatsApp-equivalent app with many fun stickers and mobile services. | ||||||
| NVDA | NVIDIA Corporation Common Stock | $148.10 | $216.31 | 676 | +46.06% | $46,110 |
| Strategy : Nvidia specializes in the continuous flow of lean GPU microchip production for high-performance computers and mobile devices. | ||||||
| Sum | $1,547,982 | |||||
Top 10 current stock portfolio positions as of September 2026Strategy
| Symbol | Company | Price | Position | Capitalization |
|---|---|---|---|---|
| IONQ | IonQ Inc. Common Stock | $39.52 | 25,610 | $1,012,107 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $428.91 | 2,054 | $880,981 |
| Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization. | ||||
| NET | Cloudflare Inc. Class A Common Stock | $278.92 | 2,550 | $711,246 |
| GS | Goldman Sachs Group Inc. (The) Common Stock | $1,038.61 | 647 | $671,980 |
| Strategy : Goldman Sachs remains one of the top investment banks in America and many other parts of the world. | ||||
| PSX | Phillips 66 Common Stock | $255.09 | 2,072 | $528,546 |
| Strategy : Phillips 66 is a value stock in the global oil refinery industry (traditional energy). | ||||
| AAPL | Apple Inc. Common Stock | $319.97 | 1,570 | $502,352 |
| Strategy : Apple retains its niche specialty and competitive moat in mobile devices, online connections, music streams, and apps etc. | ||||
| CSCO | Cisco Systems Inc. Common Stock (DE) | $109.20 | 4,010 | $437,892 |
| ASML | ASML Holding N.V. New York Registry Shares | $1,714.88 | 250 | $428,720 |
| Strategy : ASML continues to be one of the major pioneers in global semiconductor technology. | ||||
| JPM | JP Morgan Chase & Co. Common Stock | $358.64 | 1,136 | $407,415 |
| Strategy : JPMorgan Chase retains competitive advantages in U.S. retail mortgages, auto loans, credit cards, as well as commercial real estate loans. | ||||
| MSFT | Microsoft Corporation Common Stock | $499.70 | 719 | $359,284 |
| Strategy : Microsoft retains its competitive moats in software and cloud service provision. | ||||
| Sum | $5,940,523 | |||
Top 20 investors
Top 20 influencers
| #1 - #5 | #6 - #10 | #11 - #15 | #15 - #20 |
|---|---|---|---|
| @MaryK | @Ramiro Acahua | @Jose | @Cliff |
| @alin | @Adan Lemus | @Manuel Reyes | @Jack |
| @AYA-Admin | @Ed Sizemore | @Sam | @Emily Rochefort |
| @Nicolas Lopez | @Esteban Coronel | @Saab | @Mary |
| @Andres Diaz Vega | @Pierre Desir | @Manuel Roque | @AYA-Admin |
Top 20 followers
2019-06-21 13:33:00 Friday ET
Amazon and Google face more intense antitrust scrutiny. In recent times, Justice Department and Federal Trade Commission have reached an internal agreement
2018-07-05 13:40:00 Thursday ET
U.S. trading partners such as the European Union, Canada, China, Japan, Mexico, and Russia voice their concern at the World Trade Organization (WTO) in ligh
2018-08-27 09:35:00 Monday ET
President Trump and his Republican senators and supporters praise the recent economic revival of most American counties. The Economist highlights a trifecta
2018-11-01 08:36:00 Thursday ET
Ford and Baidu team up to test autonomous cars in China. For the next few years, Ford and Baidu plan to collaborate on the car design and user acceptance te
2017-10-09 09:34:00 Monday ET
The current Trump stock market rally has been impressive from November 2016 to October 2017. S&P 500 has risen by 21.1% since the 2016 presidential elec
2027-10-31 00:00:00 Sunday ET
In the technological race between the U.S. and China, America leads in some strategic sectors from AI large language models (LLM), graphics processing units
