Home > Personal Investment Vitae
AYA fintech network platform founder
Location: Taiwan
Gender: Male
Asset investment style: Quantitative fundamental analysis
Market capitalization:
$8,641,294talentsVirtual portfolio value:
$8,333,504talentsNet overall return per annum:
27.75%AYA current rank order:
#1Asset investment philosophy:
I invest in tech value stocks or platform enterprises with substantial network effects, scale economies, and information cascades etc such as Facebook, Apple, Microsoft, Google, Amazon, Nvidia, and Tesla (FAMGANT). All of these platform enterprises reap rewards in the form of both exponential user growth and revenue generation. The long-term fundamental intrinsic value steadily rises over time. One of my favorite stock investment strategies involves buying tech value stocks with competitive moats and first-mover advantages when their share prices fall below the respective book values.
Top 10 profitable stock transactions since January 2020Strategy
Symbol | Company | Buy | Sell | Share Volume | Return (%) | Profit ($) |
---|---|---|---|---|---|---|
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 August 2025Strategy
Symbol | Company | Price | Position | Capitalization |
---|---|---|---|---|
IONQ | IonQ Inc. Common Stock | $41.42 | 25,610 | $1,060,766 |
NET | Cloudflare Inc. Class A Common Stock | $205.24 | 2,550 | $523,362 |
TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $239.29 | 2,054 | $491,501 |
Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization. | ||||
GS | Goldman Sachs Group Inc. (The) Common Stock | $749.67 | 647 | $485,036 |
Strategy : Goldman Sachs remains one of the top investment banks in America and many other parts of the world. | ||||
TME | Tencent Music Entertainment Group American Depositary Shares each representing two Class A Ordinary Shares | $25.82 | 17,094 | $441,367 |
MSFT | Microsoft Corporation Common Stock | $506.74 | 719 | $364,346 |
Strategy : Microsoft retains its competitive moats in software and cloud service provision. | ||||
AAPL | Apple Inc. Common Stock | $230.49 | 1,570 | $361,869 |
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 | $299.28 | 1,136 | $339,982 |
Strategy : JPMorgan Chase retains competitive advantages in U.S. retail mortgages, auto loans, credit cards, as well as commercial real estate loans. | ||||
WFC | Wells Fargo & Company Common Stock | $82.50 | 3,676 | $303,270 |
ORCL | Oracle Corporation Common Stock | $235.81 | 1,240 | $292,404 |
Strategy : Oracle provides new AI cloud services and relational databases in support of better enterprise solutions. | ||||
Sum | $4,663,903 |
Top 20 investors
Top 20 influencers
#1 - #5 | #6 - #10 | #11 - #15 | #15 - #20 |
---|---|---|---|
@MaryK | @Ramiro Acahua | @Jose | @Manuel Roque |
@alin | @Adan Lemus | @Manuel Reyes | @Cliff |
@AYA-Admin | @Ed Sizemore | @Sam | @Jack |
@Nicolas Lopez | @Esteban Coronel | @Saab | @Emily Rochefort |
@Andres Diaz Vega | @Pierre Desir | @Deano | @Mary |
Top 20 followers
2018-10-21 14:40:00 Sunday ET
President Trump floats generous 10% tax cuts for the U.S. middle class ahead of the November 2018 mid-term elections. Republican senators, congressmen, and
2019-01-15 13:35:00 Tuesday ET
Americans continue to keep their financial New Year resolutions. First, Americans should save more money. Everyone needs a budget to ensure that key paychec
2023-06-07 10:27:00 Wednesday ET
Anat Admati and Martin Hellwig raise broad critical issues about bank capital regulation and asset market stabilization. Anat Admati and Martin Hellwig (
2019-05-13 12:38:00 Monday ET
Brent crude oil prices spike to $70-$75 per barrel after the Trump administration stops waiving economic sanctions on Iranian oil exports. U.S. State Secret
2022-02-02 10:33:00 Wednesday ET
Our proprietary alpha investment model outperforms most stock market indices from 2017 to 2022. As of early-January 2023, the U.S. Patent and Trademark O
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