Home > Personal Investment Vitae
AYA fintech network platform founder
Location: Taiwan
Gender: Male
Asset investment style: Quantitative fundamental analysis
Market capitalization:
$6,304,533talentsVirtual portfolio value:
$6,035,804talentsNet overall return per annum:
39.33%AYA current rank order:
#1Asset investment philosophy:
I invest in tech value stocks or platform enterprises with substantial network effects, scale economies, and information cascades etc such as Facebook, Apple, Microsoft, Google, and Amazon (FAMGA). All of these platform enterprises reap rewards in the form of both exponential user growth and revenue generation. The long-term fundamental intrinsic value steadily rises over time. One of my favorite stock investment strategies involves buying tech value stocks with competitive moats and first-mover advantages when their share prices fall below the respective book values.
Top 10 profitable stock transactions since January 2020Strategy
| Symbol | Company | Buy | Sell | Share Volume | Return (%) | Profit ($) |
|---|---|---|---|---|---|---|
| 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. | ||||||
| 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 | Facebook Inc. Class A Common Stock | $154.47 | $316.92 | 647 | +105.17% | $105,105 |
| 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. | ||||||
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $36.71 | $48.69 | 2,725 | +32.63% | $32,646 |
| Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization. | ||||||
| Sum | $1,432,789 | |||||
Top 10 current stock portfolio positions as of November 2021Strategy
| Symbol | Company | Price | Position | Capitalization |
|---|---|---|---|---|
| TSLA | Tesla Inc. Common Stock | $1,116.00 | 340 | $379,440 |
| Strategy : Elon Musk envisions a bold fantastic future with his professional trifecta of lean enterprises SolarCity, SpaceX, and Tesla. | ||||
| GOOG | Alphabet Inc. Class C Capital Stock | $2,934.35 | 90 | $264,091 |
| Strategy : Google continues to dominate in digital advertisement and cloud software service provision. | ||||
| GS | Goldman Sachs Group Inc. (The) Common Stock | $399.19 | 647 | $258,275 |
| Strategy : Goldman Sachs remains one of the top investment banks in America and many other parts of the world. | ||||
| AAPL | Apple Inc. Common Stock | $161.94 | 1,570 | $254,245 |
| Strategy : Apple retains its niche specialty and competitive moat in mobile devices, online connections, music streams, and apps etc. | ||||
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $120.71 | 2,054 | $247,938 |
| Strategy : The semiconductor trailblazer has surpassed Intel in terms of market capitalization. | ||||
| MSFT | Microsoft Corporation Common Stock | $337.91 | 719 | $242,957 |
| Strategy : Microsoft retains its competitive moats in software and cloud service provision. | ||||
| BAC | Bank of America Corporation Common Stock | $47.63 | 4,876 | $232,243 |
| AMZN | Amazon.com Inc. Common Stock | $3,580.41 | 60 | $214,824 |
| Strategy : Amazon continues to dominate in e-commerce and cloud service provision. | ||||
| TWTR | Twitter Inc. Common Stock | $47.52 | 4,160 | $197,683 |
| Strategy : Twitter retains its market niche in social media in addition to Facebook. | ||||
| SBUX | Starbucks Corporation Common Stock | $113.97 | 1,707 | $194,546 |
| Strategy : With its unique competitive moats and first-mover advantages, Starbucks serves as the premier coffee and food provider worldwide. | ||||
| Sum | $2,486,242 | |||
Top 20 investors
Top 20 influencers
| #1 - #5 | #6 - #10 | #11 - #15 | #15 - #20 |
|---|---|---|---|
| @MaryK | @Ramiro Acahua | @Esteban Coronel | @Manuel Reyes |
| @alin | @Will Ramsey | @Pierre Desir | @Sam |
| @AYA-Admin | @J.r. Eubanks | @Jose | @Saab |
| @Nicolas Lopez | @Adan Lemus | @Jose Rios | @Deano |
| @Andres Diaz Vega | @Ed Sizemore | @Jibey Arafa | @Manuel Roque |
Top 20 followers
2019-09-17 08:33:00 Tuesday ET
Global stock market investors foresee the harbinger of a major economic downturn. Many stock market investors become anxious due to negative term spreads an
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
2018-10-17 12:33:00 Wednesday ET
The Trump administration blames China for egregious currency misalignment, but this criticism cannot confirm *currency manipulation* on the part of the Chin
2019-03-17 14:35:00 Sunday ET
U.S. trade rep Robert Lighthizer proposes America to require regular touchpoints to ensure Sino-U.S. trade deal enforcement. America has to maintain the thr
2018-10-19 13:37:00 Friday ET
PayPal earns great fintech reputation from its massive worldwide network of 250+ million active users. As PayPal beats the revenue and profit expectations o
2019-12-07 11:30:00 Saturday ET
China turns on its 5G telecom networks in the hot pursuit of global tech supremacy. China Telecom, China Unicom, and China Mobile disclose 5G fees of $18-$2
