Home > Personal Investment Vitae
AYA fintech network platform founder
Location: Taiwan
Gender: Male
Asset investment style: Quantitative fundamental analysis
Market capitalization:
$9,255,064talentsVirtual portfolio value:
$8,947,274talentsNet overall return per annum:
27.71%AYA current rank order:
#1Asset investment philosophy:
I invest in tech value stocks or platform enterprises with substantial network effects, scale economies, and information cascades etc such as Facebook, Apple, Microsoft, Google, Amazon, Nvidia, and Tesla (FAMGANT). All of these platform enterprises reap rewards in the form of both exponential user growth and revenue generation. The long-term fundamental intrinsic value steadily rises over time. One of my favorite stock investment strategies involves buying tech value stocks with competitive moats and first-mover advantages when their share prices fall below the respective book values.
Top 10 profitable stock transactions since January 2020Strategy
| Symbol | Company | Buy | Sell | Share Volume | Return (%) | Profit ($) |
|---|---|---|---|---|---|---|
| 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 | $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 December 2025Strategy
| Symbol | Company | Price | Position | Capitalization |
|---|---|---|---|---|
| IONQ | IonQ Inc. Common Stock | $49.67 | 25,610 | $1,272,048 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $286.87 | 2,054 | $589,230 |
| Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization. | ||||
| GS | Goldman Sachs Group Inc. (The) Common Stock | $879.15 | 647 | $568,810 |
| 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 | $197.53 | 2,550 | $503,701 |
| AAPL | Apple Inc. Common Stock | $274.61 | 1,570 | $431,137 |
| 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 | $315.55 | 1,136 | $358,464 |
| Strategy : JPMorgan Chase retains competitive advantages in U.S. retail mortgages, auto loans, credit cards, as well as commercial real estate loans. | ||||
| MSFT | Microsoft Corporation Common Stock | $476.39 | 719 | $342,524 |
| Strategy : Microsoft retains its competitive moats in software and cloud service provision. | ||||
| WFC | Wells Fargo & Company Common Stock | $92.19 | 3,676 | $338,890 |
| CSCO | Cisco Systems Inc. Common Stock (DE) | $77.55 | 4,010 | $310,975 |
| TME | Tencent Music Entertainment Group American Depositary Shares each representing two Class A Ordinary Shares | $17.77 | 17,094 | $303,760 |
| Sum | $5,019,539 | |||
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
2018-09-03 09:31:00 Monday ET
Amazon follows Apple to become the second American public corporation to hit $1 trillion stock market valuation. Amazon's founder and chairman Jeff Bezo
2020-04-03 09:28:00 Friday ET
The Intel trinity of Robert Noyce, Gordon Moore, and Andy Grove establishes the primary semiconductor tech titan in Silicon Valley. Michael Malone (2014)
2018-06-05 07:36:00 Tuesday ET
Just Capital issues a new report in support of the stakeholder value proposition in recent times. U.S. corporations that perform best on key priorities such
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
2019-06-21 13:33:00 Friday ET
Amazon and Google face more intense antitrust scrutiny. In recent times, Justice Department and Federal Trade Commission have reached an internal agreement
2018-06-09 16:40:00 Saturday ET
The Trump administration introduces new tariffs on $50 billion Chinese goods amid the persistent bilateral trade dispute. The tariffs effectively boost cost
