Personal Investment Vitae

Home > Personal Investment Vitae

AYA Personal Investment Vitae as of July 2026
Andy Yeh Alpha @Andy Yeh Alpha
Platinum member since January 2017

AYA fintech network platform founder

Location: Taiwan

Gender: Male

Asset investment style: Quantitative fundamental analysis

Market capitalization:

$9,618,998talents

Virtual portfolio value:

$9,311,208talents

Net overall return per annum:

26.23%

AYA current rank order:

#1

Asset 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 July 2026Strategy

Symbol Company Price Position Capitalization
IONQ IonQ Inc. Common Stock $31.99 25,610 $819,263
TSM Taiwan Semiconductor Manufacturing Company Ltd. $374.67 2,054 $769,572
Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization.
NET Cloudflare Inc. Class A Common Stock $270.38 2,550 $689,469
GS Goldman Sachs Group Inc. (The) Common Stock $980.75 647 $634,545
Strategy : Goldman Sachs remains one of the top investment banks in America and many other parts of the world.
AAPL Apple Inc. Common Stock $338.19 1,570 $530,958
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) $112.48 4,010 $451,044
PSX Phillips 66 Common Stock $206.81 2,072 $428,510
Strategy : Phillips 66 is a value stock in the global oil refinery industry (traditional energy).
JPM JP Morgan Chase & Co. Common Stock $344.71 1,136 $391,590
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 $1,550.69 250 $387,672
Strategy : ASML continues to be one of the major pioneers in global semiconductor technology.
WFC Wells Fargo & Company Common Stock $83.87 3,676 $308,306
Sum $5,410,929

Top 20 favorite stocks

#1 - #5 #6 - #10 #11 - #15 #15 - #20
$JNJ $CSCO $DOCU $PYPL
$MRK $NET $ZNGA $GS
$PFE $IONQ $EA $BIDU
$ASML $FB $SBUX $TME
$ORCL $ZG $TWTR $BABA

Blog+More

We share famous inspirational stock market quotes by Warren Buffett, Peter Lynch, Benjamin Graham, and several others.

Laura Hermes

2018-08-31 08:42:00 Friday ET

We share famous inspirational stock market quotes by Warren Buffett, Peter Lynch, Benjamin Graham, and several others.

We share several famous inspirational stock market quotes by Warren Buffett, Peter Lynch, Benjamin Graham, Ben Franklin, Philip Fisher, and Michael Jensen.

+See More

The finance ministers of Britain, Canada, France, Germany, Italy, and Japan team up against U.S. President Trump at the G7 forum.

Jonah Whanau

2018-06-02 09:35:00 Saturday ET

The finance ministers of Britain, Canada, France, Germany, Italy, and Japan team up against U.S. President Trump at the G7 forum.

The finance ministers of Britain, Canada, France, Germany, Italy, and Japan team up against U.S. President Donald Trump and Treasury Secretary Steven Mnuchi

+See More

Many successful business organizations develop their distinctive capabilities and unique value propositions for strategic reasons.

Jacob Miramar

2020-09-17 12:28:00 Thursday ET

Many successful business organizations develop their distinctive capabilities and unique value propositions for strategic reasons.

Many successful business organizations develop their distinctive capabilities and unique value propositions for strategic reasons. Paul Leinwand and Cesa

+See More

Most lean enterprises should facilitate the dual transformation of both core assets with steady cash flows and new growth options.

John Fourier

2020-06-10 10:35:00 Wednesday ET

Most lean enterprises should facilitate the dual transformation of both core assets with steady cash flows and new growth options.

Most lean enterprises should facilitate the dual transformation of both core assets with fresh cash flows and new growth options. Scott Anthony, Clark Gi

+See More

The social media factor serves as a new measure of investor sentiment in addition to the fundamental factors.

Rose Prince

2017-05-07 06:39:00 Sunday ET

The social media factor serves as a new measure of investor sentiment in addition to the fundamental factors.

While the original five-factor asset pricing model arises from a quasi-lifetime of top empirical research by Nobel Laureate Eugene Fama and his long-time co

+See More

Apple shakes up senior leadership to initiate a new transition from iPhone revenue reliance to media and software services.

John Fourier

2019-02-21 12:37:00 Thursday ET

Apple shakes up senior leadership to initiate a new transition from iPhone revenue reliance to media and software services.

Apple shakes up senior leadership to initiate a new transition from iPhone revenue reliance to media and software services. These changes include the key pr

+See More