Home > Personal Investment Vitae
AYA fintech network platform founder
Location: Taiwan
Gender: Male
Asset investment style: Quantitative fundamental analysis
Market capitalization:
$10,179,878talentsVirtual portfolio value:
$9,872,088talentsNet overall return per annum:
26.31%AYA current rank order:
#3Asset investment philosophy:
I invest in tech value stocks or platform enterprises with substantial network effects, scale economies, and information cascades etc such as Facebook, Apple, Microsoft, Google, Amazon, Nvidia, and Tesla (FAMGANT). All of these platform enterprises reap rewards in the form of both exponential user growth and revenue generation. The long-term fundamental intrinsic value steadily rises over time. One of my favorite stock investment strategies involves buying tech value stocks with competitive moats and first-mover advantages when their share prices fall below the respective book values.
Top 10 profitable stock transactions since January 2020Strategy
| Symbol | Company | Buy | Sell | Share Volume | Return (%) | Profit ($) |
|---|---|---|---|---|---|---|
| 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 October 2026Strategy
| Symbol | Company | Price | Position | Capitalization |
|---|---|---|---|---|
| IONQ | IonQ Inc. Common Stock | $34.35 | 25,610 | $879,703 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $422.25 | 2,054 | $867,301 |
| Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization. | ||||
| NET | Cloudflare Inc. Class A Common Stock | $316.32 | 2,550 | $806,616 |
| PSX | Phillips 66 Common Stock | $289.20 | 2,072 | $599,222 |
| Strategy : Phillips 66 is a value stock in the global oil refinery industry (traditional energy). | ||||
| GS | Goldman Sachs Group Inc. (The) Common Stock | $891.28 | 647 | $576,658 |
| Strategy : Goldman Sachs remains one of the top investment banks in America and many other parts of the world. | ||||
| AAPL | Apple Inc. Common Stock | $342.00 | 1,570 | $536,940 |
| Strategy : Apple retains its niche specialty and competitive moat in mobile devices, online connections, music streams, and apps etc. | ||||
| CSCO | Cisco Systems Inc. Common Stock (DE) | $109.85 | 4,010 | $440,498 |
| ASML | ASML Holding N.V. New York Registry Shares | $1,657.44 | 250 | $414,360 |
| Strategy : ASML continues to be one of the major pioneers in global semiconductor technology. | ||||
| MSFT | Microsoft Corporation Common Stock | $539.44 | 719 | $387,857 |
| Strategy : Microsoft retains its competitive moats in software and cloud service provision. | ||||
| JPM | JP Morgan Chase & Co. Common Stock | $335.53 | 1,136 | $381,162 |
| Strategy : JPMorgan Chase retains competitive advantages in U.S. retail mortgages, auto loans, credit cards, as well as commercial real estate loans. | ||||
| Sum | $5,890,317 | |||
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
2018-01-04 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
2019-08-01 11:33:00 Thursday ET

Many young and mid-career Americans fall into the financial distress trap in rural communities. A recent analysis of 25,800 zip codes for 99% of the U.S. po
2019-01-21 10:37:00 Monday ET

Andy Yeh Alpha (AYA) AYA Analytica financial health memo (FHM) podcast channel on YouTube January 2019 In this podcast, we discuss several topical issues
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
2025-01-22 08:35:08 Wednesday ET

President Donald Trump blames China for the long prevalent U.S. trade deficits and several other social and economic deficiencies. In recent years, Pres
2018-05-13 08:33:00 Sunday ET

Incoming New York Fed President John Williams suggests that it is about time to end forward guidance in order to stop holding the financial market's han