Personal Investment Vitae

Home > Personal Investment Vitae

AYA Personal Investment Vitae as of February 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:

$9,201,723talents

Virtual portfolio value:

$8,893,933talents

Net overall return per annum:

27.09%

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 Facebook $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 February 2026Strategy

Symbol Company Price Position Capitalization
IONQ IonQ Inc. Common Stock $35.48 25,610 $908,642
TSM Taiwan Semiconductor Manufacturing Company Ltd. $355.41 2,054 $730,012
Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization.
GS Goldman Sachs Group Inc. (The) Common Stock $943.62 647 $610,522
Strategy : Goldman Sachs remains one of the top investment banks in America and many other parts of the world.
NET Cloudflare Inc. Class A Common Stock $173.75 2,550 $443,062
AAPL Apple Inc. Common Stock $274.62 1,570 $431,153
Strategy : Apple retains its niche specialty and competitive moat in mobile devices, online connections, music streams, and apps etc.
JPM JP Morgan Chase & Co. Common Stock $322.10 1,136 $365,905
Strategy : JPMorgan Chase retains competitive advantages in U.S. retail mortgages, auto loans, credit cards, as well as commercial real estate loans.
ASML ASML Holding N.V. New York Registry Shares $1,429.49 250 $357,372
Strategy : ASML continues to be one of the major pioneers in global semiconductor technology.
CSCO Cisco Systems Inc. Common Stock (DE) $86.78 4,010 $347,987
WFC Wells Fargo & Company Common Stock $94.61 3,676 $347,786
PSX Phillips 66 Common Stock $157.50 2,072 $326,340
Strategy : Phillips 66 is a value stock in the global oil refinery industry (traditional energy).
Sum $4,868,781

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

British Prime Minister Theresa May faces her landslide defeat in the parliamentary vote 432-to-202 against her Brexit deal.

Charlene Vos

2019-01-27 12:39:00 Sunday ET

British Prime Minister Theresa May faces her landslide defeat in the parliamentary vote 432-to-202 against her Brexit deal.

British Prime Minister Theresa May faces her landslide defeat in the parliamentary vote 432-to-202 against her Brexit deal. British Parliament rejects the M

+See More

Several recent events explain why Trump may undermine multilateral world order.

Joseph Corr

2018-06-03 07:35:00 Sunday ET

Several recent events explain why Trump may undermine multilateral world order.

Several recent events explain why Trump may undermine multilateral world order. First, Trump withdraws the U.S. from the 12-nation Trans-Pacific Partnership

+See More

House of Representatives considers a government expenditure bill with border wall finance and so sets up a shutdown stalemate with Senate.

Laura Hermes

2018-12-23 13:39:00 Sunday ET

House of Representatives considers a government expenditure bill with border wall finance and so sets up a shutdown stalemate with Senate.

The House of Representatives considers a government expenditure bill with border wall finance and therefore sets up a shutdown stalemate with Senate. As fre

+See More

President Trump escalates the current Sino-American trade war by imposing 25% tariffs on $200 billion Chinese imports.

Rose Prince

2018-08-03 07:33:00 Friday ET

President Trump escalates the current Sino-American trade war by imposing 25% tariffs on $200 billion Chinese imports.

President Trump escalates the current Sino-American trade war by imposing 25% tariffs on $200 billion Chinese imports. These tariffs encompass chemical prod

+See More

Stock Synopsis: ESG value and momentum stock market portfolio strategies

Fiona Sydney

2024-03-26 09:30:00 Tuesday ET

Stock Synopsis: ESG value and momentum stock market portfolio strategies

Stock Synopsis: ESG value and momentum stock market portfolio strategies Since 2013, we have been delving into the broad topics of ESG (Environmental, So

+See More

President Trump sounds smart when he comes up with a fresh plan to retire $15 trillion national debt.

Peter Prince

2018-08-07 07:33:00 Tuesday ET

President Trump sounds smart when he comes up with a fresh plan to retire $15 trillion national debt.

President Trump sounds smart when he comes up with a fresh plan to retire $15 trillion national debt. This plan entails taxing American consumers and produc

+See More