Home > Personal Investment Vitae
AYA fintech network platform founder
Location: Taiwan
Gender: Male
Asset investment style: Quantitative fundamental analysis
Market capitalization:
$10,441,643talentsVirtual portfolio value:
$10,133,853talentsNet overall return per annum:
27.71%AYA current rank order:
#1Asset investment philosophy:
I invest in tech value stocks or platform enterprises with substantial network effects, scale economies, and information cascades etc such as Facebook, Apple, Microsoft, Google, Amazon, Nvidia, and Tesla (FAMGANT). All of these platform enterprises reap rewards in the form of both exponential user growth and revenue generation. The long-term fundamental intrinsic value steadily rises over time. One of my favorite stock investment strategies involves buying tech value stocks with competitive moats and first-mover advantages when their share prices fall below the respective book values.
Top 10 profitable stock transactions since January 2020Strategy
| Symbol | Company | Buy | Sell | Share Volume | Return (%) | Profit ($) |
|---|---|---|---|---|---|---|
| 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 June 2026Strategy
| Symbol | Company | Price | Position | Capitalization |
|---|---|---|---|---|
| IONQ | IonQ Inc. Common Stock | $56.55 | 25,610 | $1,448,245 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $462.12 | 2,054 | $949,194 |
| Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization. | ||||
| GS | Goldman Sachs Group Inc. (The) Common Stock | $1,096.56 | 647 | $709,474 |
| 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 | $224.06 | 2,550 | $571,353 |
| ASML | ASML Holding N.V. New York Registry Shares | $1,929.68 | 250 | $482,420 |
| Strategy : ASML continues to be one of the major pioneers in global semiconductor technology. | ||||
| CSCO | Cisco Systems Inc. Common Stock (DE) | $119.54 | 4,010 | $479,355 |
| AAPL | Apple Inc. Common Stock | $298.01 | 1,570 | $467,875 |
| 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 | $325.22 | 1,136 | $369,449 |
| Strategy : JPMorgan Chase retains competitive advantages in U.S. retail mortgages, auto loans, credit cards, as well as commercial real estate loans. | ||||
| PSX | Phillips 66 Common Stock | $166.14 | 2,072 | $344,242 |
| Strategy : Phillips 66 is a value stock in the global oil refinery industry (traditional energy). | ||||
| C | Citigroup Inc. Common Stock | $143.06 | 2,312 | $330,754 |
| Sum | $6,152,361 | |||
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
2020-09-15 08:38:00 Tuesday ET
Macro eigenvalue volatility helps predict some recent episodes of high economic policy uncertainty, recession risk, or rare events such as the recent rampan
2018-11-05 10:40:00 Monday ET
Former Fed Chair Janet Yellen worries about U.S. government debt accumulation, expects new interest rate increases, and warns of the next economic recession
2019-06-05 10:34:00 Wednesday ET
Fed Chair Jay Powell suggests that the recent surge in U.S. business debt poses moderate risks to the economy. Many corporate treasuries now carry about 40%
2018-04-11 09:37:00 Wednesday ET
North Korean leader and president Kim Jong-Un seeks peaceful resolution and denuclearization on the Korean Peninsula. When *peace* comes to shove, Asia
2018-01-04 07:36:00 Thursday ET
The world now faces an economic inequality crisis with few policy options. Some recent U.S. Federal Reserve data suggest that both income and wealth inequal
2022-03-25 09:34:00 Friday ET
Corporate cash management The empirical corporate finance literature suggests four primary motives for firms to hold cash. These motives include the tra
