Personal Investment Vitae

Home > Personal Investment Vitae

AYA Personal Investment Vitae as of November 2025
Dan Rochefort @Dan Rochefort
Platinum member since January 2017

Location: United States

Gender: Male

Asset investment style: Hybrid analysis

Market capitalization:

$7,766,782talents

Virtual portfolio value:

$4,897,455talents

Net overall return per annum:

19.55%

AYA current rank order:

#3

Asset investment philosophy:
Dan Rochefort trades U.S. stocks with the top #101 to #500 positive alpha signals.

Top 10 profitable stock transactions since January 2020Strategy

Symbol Company Buy Sell Share Volume Return (%) Profit ($)
VATE INNOVATE Corp. Common Stock $0.53 $4.14 117,649 +681.13% $424,713
RMBL RumbleOn Inc. Class B Common Stock $0.36 $7.95 16,086 +2,108.33% $122,093
LGVN Longeveron Inc. Class A Common Stock $3.45 $26.25 2,459 +660.87% $56,065
TEAM Atlassian Corporation Class A Common Stock $28.92 $224.83 190 +677.42% $37,223
SHOP Shopify Inc. Class A Subordinate Voting Shares $56.05 $426.82 98 +661.50% $36,335
AXSM Axsome Therapeutics Inc. Common Stock $4.60 $31.75 1,195 +590.22% $32,444
LSCC Lattice Semiconductor Corporation Common Stock $6.97 $48.04 788 +589.24% $32,363
SQ Block Inc. Class A Common Stock $14.50 $99.54 379 +586.48% $32,230
FIVN Five9 Inc. Common Stock $16.31 $110.10 337 +575.05% $31,607
TRNS Transcat Inc. Common Stock $11.35 $73.00 484 +543.17% $29,839
Sum $834,912

Top 10 current stock portfolio positions as of November 2025Strategy

Symbol Company Price Position Capitalization
SRDX Surmodics Inc. Common Stock $42.98 2,375 $102,077
SKY Skyline Corporation $78.87 955 $75,320
SOLV Solventum Corporation Common Stock $79.51 944 $75,057
NTRA Natera Inc. Common Stock $225.55 327 $73,754
SLVM Sylvamo Corporation Common Stock $44.73 1,605 $71,791
TPB Turning Point Brands Inc. Common Stock $97.93 725 $70,999
MHH Mastech Digital Inc Common Stock $7.47 9,446 $70,561
DTM DT Midstream Inc. Common Stock $116.35 595 $69,228
GMAB Genmab A/S ADS $30.04 2,278 $68,431
AGI Alamos Gold Inc. Class A Common Shares $32.27 2,116 $68,283
Sum $745,501

Top 20 influencers

#1 - #5 #6 - #10 #11 - #15 #15 - #20
@Chanel Holden
@Daisy Harvey
@Andy Yeh Alpha

Blog+More

The Sino-American trade war may slash global GDP by $600 billion.

Monica McNeil

2019-06-15 10:28:00 Saturday ET

The Sino-American trade war may slash global GDP by $600 billion.

The Sino-American trade war may slash global GDP by $600 billion. If the Trump administration imposes tariffs on all the Chinese imports and China retaliate

+See More

Better corporate governance through worldwide convergence toward Berle-Means stock ownership dispersion

Fiona Sydney

2023-12-05 09:25:00 Tuesday ET

Better corporate governance through worldwide convergence toward Berle-Means stock ownership dispersion

Better corporate ownership governance through worldwide convergence toward Berle-Means stock ownership dispersion   Abstract We design a model

+See More

Senior business leaders can learn much from the lean production system with iterative continuous improvements at Toyota.

Daisy Harvey

2020-07-19 09:25:00 Sunday ET

Senior business leaders can learn much from the lean production system with iterative continuous improvements at Toyota.

Senior business leaders can learn much from the lean production system with iterative continuous improvements at Toyota. Takehiko Harada (2015)  

+See More

Senator Elizabeth Warren proposes breaking up key tech titans such as Facebook, Apple, Microsoft, Google, and Amazon (FAMGA).

Becky Berkman

2019-03-21 12:33:00 Thursday ET

Senator Elizabeth Warren proposes breaking up key tech titans such as Facebook, Apple, Microsoft, Google, and Amazon (FAMGA).

Senator Elizabeth Warren proposes breaking up key tech titans such as Facebook, Apple, Microsoft, Google, and Amazon (FAMGA). These tech titans have become

+See More

Corporate America uses Trump tax cuts and offshore cash stockpiles primarily to fund share repurchases for better stock market valuation.

Jacob Miramar

2019-02-11 09:37:00 Monday ET

Corporate America uses Trump tax cuts and offshore cash stockpiles primarily to fund share repurchases for better stock market valuation.

Corporate America uses Trump tax cuts and offshore cash stockpiles primarily to fund share repurchases for better stock market valuation. Share repurchases

+See More

AYA Analytica podcast provides fresh insights into the latest stock market news, economic trends, and investment portfolio strategies.

Andy Yeh Alpha

2019-01-21 10:37:00 Monday ET

AYA Analytica podcast provides fresh insights into the latest stock market news, economic trends, and investment portfolio strategies.

Andy Yeh Alpha (AYA) AYA Analytica financial health memo (FHM) podcast channel on YouTube January 2019 In this podcast, we discuss several topical issues

+See More