Personal Investment Vitae

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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:

$8,836,434talents

Virtual portfolio value:

$8,528,644talents

Net overall return per annum:

26.26%

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 $35.12 25,610 $899,423
TSM Taiwan Semiconductor Manufacturing Company Ltd. $347.09 2,054 $712,922
Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization.
GS Goldman Sachs Group Inc. (The) Common Stock $833.81 647 $539,475
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 $207.49 2,550 $529,099
AAPL Apple Inc. Common Stock $260.83 1,570 $409,503
Strategy : Apple retains its niche specialty and competitive moat in mobile devices, online connections, music streams, and apps etc.
ASML ASML Holding N.V. New York Registry Shares $1,383.40 250 $345,850
Strategy : ASML continues to be one of the major pioneers in global semiconductor technology.
PSX Phillips 66 Common Stock $162.50 2,072 $336,700
Strategy : Phillips 66 is a value stock in the global oil refinery industry (traditional energy).
JPM JP Morgan Chase & Co. Common Stock $288.73 1,136 $327,997
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) $77.70 4,010 $311,577
MSFT Microsoft Corporation Common Stock $405.76 719 $291,741
Strategy : Microsoft retains its competitive moats in software and cloud service provision.
Sum $4,704,287

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

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