Personal Investment Vitae

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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:

$7,948,756talents

Virtual portfolio value:

$5,079,429talents

Net overall return per annum:

20.04%

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
SOLV Solventum Corporation Common Stock $82.90 944 $78,257
SKY Skyline Corporation $81.64 955 $77,966
NTRA Natera Inc. Common Stock $230.63 327 $75,416
MHH Mastech Digital Inc Common Stock $7.98 9,446 $75,379
SLVM Sylvamo Corporation Common Stock $46.70 1,605 $74,953
TPB Turning Point Brands Inc. Common Stock $97.45 725 $70,651
CVCO Cavco Industries Inc. Common Stock When Issued $573.39 123 $70,526
NREF NexPoint Real Estate Finance Inc. Common Stock $14.11 4,998 $70,521
TCI Transcontinental Realty Investors Inc. Common Stock $48.00 1,454 $69,792
Sum $765,538

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