Personal Investment Vitae

Home > Personal Investment Vitae

AYA Personal Investment Vitae as of March 2026
Andy Yeh Alpha @Andy Yeh Alpha
Platinum member since January 2017

AYA fintech network platform founder

Location: Taiwan

Gender: Male

Asset investment style: Quantitative fundamental analysis

Market capitalization:

$8,677,569talents

Virtual portfolio value:

$8,369,779talents

Net overall return per annum:

25.87%

AYA current rank order:

#1

Asset 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 March 2026Strategy

Symbol Company Price Position Capitalization
IONQ IonQ Inc. Common Stock $33.11 25,610 $847,947
TSM Taiwan Semiconductor Manufacturing Company Ltd. $338.45 2,054 $695,176
Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization.
NET Cloudflare Inc. Class A Common Stock $220.65 2,550 $562,657
GS Goldman Sachs Group Inc. (The) Common Stock $831.27 647 $537,831
Strategy : Goldman Sachs remains one of the top investment banks in America and many other parts of the world.
AAPL Apple Inc. Common Stock $251.49 1,570 $394,839
Strategy : Apple retains its niche specialty and competitive moat in mobile devices, online connections, music streams, and apps etc.
PSX Phillips 66 Common Stock $176.76 2,072 $366,246
Strategy : Phillips 66 is a value stock in the global oil refinery industry (traditional energy).
ASML ASML Holding N.V. New York Registry Shares $1,369.62 250 $342,405
Strategy : ASML continues to be one of the major pioneers in global semiconductor technology.
JPM JP Morgan Chase & Co. Common Stock $289.91 1,136 $329,337
Strategy : JPMorgan Chase retains competitive advantages in U.S. retail mortgages, auto loans, credit cards, as well as commercial real estate loans.
CSCO Cisco Systems Inc. Common Stock (DE) $78.82 4,010 $316,068
WFC Wells Fargo & Company Common Stock $78.28 3,676 $287,757
Sum $4,680,263

Top 20 favorite stocks

#1 - #5 #6 - #10 #11 - #15 #15 - #20
$JNJ $CSCO $DOCU $PYPL
$MRK $NET $ZNGA $GS
$PFE $IONQ $EA $BIDU
$ASML $FB $SBUX $TME
$ORCL $ZG $TWTR $BABA

Blog+More

U.S. yield curve inversion can be a sign but not a root cause of the next economic recession.

Dan Rochefort

2019-09-19 15:30:00 Thursday ET

U.S. yield curve inversion can be a sign but not a root cause of the next economic recession.

U.S. yield curve inversion can be a sign but not a root cause of the next economic recession. Treasury yield curve inversion helps predict each of the U.S.

+See More

Michael Bloomberg helps Democrats flip the House in the midterm elections and then gears up his presidential bid.

Charlene Vos

2018-11-11 13:42:00 Sunday ET

Michael Bloomberg helps Democrats flip the House in the midterm elections and then gears up his presidential bid.

Michael Bloomberg provides $80 million as campaign finance for Democrats to flip the House of Representatives in the November 2018 midterm elections, gears

+See More

U.S. bank oligarchy has become bigger and more resistant to public regulation after the global financial crisis.

Laura Hermes

2020-02-19 14:35:00 Wednesday ET

U.S. bank oligarchy has become bigger and more resistant to public regulation after the global financial crisis.

The U.S. bank oligarchy has become bigger, more profitable, and more resistant to public regulation after the global financial crisis. Simon Johnson and

+See More

President Trump unveils his ambitious $1.5 trillion public infrastructure plan.

Daisy Harvey

2018-02-11 07:30:00 Sunday ET

President Trump unveils his ambitious $1.5 trillion public infrastructure plan.

President Trump unveils his ambitious $1.5 trillion public infrastructure plan. Trump proposes offering $100 billion in federal incentives to encourage stat

+See More

Millennials can save to make a fortune with compound interest over 40 years.

Laura Hermes

2017-07-25 10:44:00 Tuesday ET

Millennials can save to make a fortune with compound interest over 40 years.

NerdWallet's new simulation suggests that a 25-year-old millennial who earns an inflation-free base salary of $40,456 and saves 15% each year faces a 99

+See More

Stock Synopsis: High-speed 5G broadband and mobile cloud telecommunication

Charlene Vos

2024-04-02 04:45:41 Tuesday ET

Stock Synopsis: High-speed 5G broadband and mobile cloud telecommunication

Stock Synopsis: High-speed 5G broadband and mobile cloud telecommunication In the U.S. telecom industry for high-speed Internet connections and mobile cl

+See More