Home > Personal Investment Vitae
AYA fintech network platform founder
Location: Taiwan
Gender: Male
Asset investment style: Quantitative fundamental analysis
Market capitalization:
$9,480,047talentsVirtual portfolio value:
$9,172,257talentsNet overall return per annum:
27.75%AYA current rank order:
#1Asset investment philosophy:
I invest in tech value stocks or platform enterprises with substantial network effects, scale economies, and information cascades etc such as Facebook, Apple, Microsoft, Google, Amazon, Nvidia, and Tesla (FAMGANT). All of these platform enterprises reap rewards in the form of both exponential user growth and revenue generation. The long-term fundamental intrinsic value steadily rises over time. One of my favorite stock investment strategies involves buying tech value stocks with competitive moats and first-mover advantages when their share prices fall below the respective book values.
Top 10 profitable stock transactions since January 2020Strategy
| Symbol | Company | Buy | Sell | Share Volume | Return (%) | Profit ($) |
|---|---|---|---|---|---|---|
| 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 | $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 January 2026Strategy
| Symbol | Company | Price | Position | Capitalization |
|---|---|---|---|---|
| IONQ | IonQ Inc. Common Stock | $50.80 | 25,610 | $1,300,988 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $342.40 | 2,054 | $703,289 |
| Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization. | ||||
| GS | Goldman Sachs Group Inc. (The) Common Stock | $962.00 | 647 | $622,414 |
| 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 | $184.17 | 2,550 | $469,633 |
| AAPL | Apple Inc. Common Stock | $255.53 | 1,570 | $401,182 |
| 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 | $312.47 | 1,136 | $354,965 |
| 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 | $1,358.57 | 250 | $339,642 |
| Strategy : ASML continues to be one of the major pioneers in global semiconductor technology. | ||||
| MSFT | Microsoft Corporation Common Stock | $459.86 | 719 | $330,639 |
| Strategy : Microsoft retains its competitive moats in software and cloud service provision. | ||||
| WFC | Wells Fargo & Company Common Stock | $88.38 | 3,676 | $324,884 |
| CSCO | Cisco Systems Inc. Common Stock (DE) | $75.19 | 4,010 | $301,511 |
| Sum | $5,149,147 | |||
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
2018-08-15 14:40:00 Wednesday ET
Senator Elizabeth Warren advocates the alternative view that most U.S. trade deals serve corporate interests over workers, customers, and suppliers etc. She
2018-05-06 07:30:00 Sunday ET
President Trump withdraws America from the Iran nuclear agreement and revives economic sanctions on Iran for better negotiations as western allies Britain,
2017-02-25 06:44:00 Saturday ET
As the White House economic director, Gary Cohn suggests that the Trump administration will tackle tax cuts after the administration *repeals and replaces*
2018-11-23 09:39:00 Friday ET
Former White House chief economic advisor Gary Cohn points out that there is no instant cure for the Sino-U.S. trade dilemma. After the U.S. midterm electio
2017-03-15 08:46:00 Wednesday ET
The heuristic rule of *accumulative advantage* suggests that a small fraction of the population enjoys a large proportion of both capital and wealth creatio
2019-04-26 09:33:00 Friday ET
JPMorgan Chase CEO Jamie Dimon defends capitalism in his recent annual letter to shareholders. As Dimon explains here, socialism inevitably produces stagnat
