Home > Personal Investment Vitae
Location: United States
Gender: Male
Asset investment style: Hybrid analysis
Market capitalization:
$8,163,269talentsVirtual portfolio value:
$5,326,816talentsNet overall return per annum:
20.93%AYA current rank order:
#3Asset investment philosophy:
Dan Rochefort trades U.S. stocks with the top #101 to #500 positive alpha signals.
Top 10 profitable stock transactions since January 2020Strategy
| Symbol | Company | Buy | Sell | Share Volume | Return (%) | Profit ($) |
|---|---|---|---|---|---|---|
| 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 October 2025Strategy
| Symbol | Company | Price | Position | Capitalization |
|---|---|---|---|---|
| NNY | Nuveen New York Municipal Value Fund Common Stock | $8.35 | 7,917 | $66,106 |
| NMI | Nuveen Municipal Income Fund Inc. Common Stock | $10.00 | 6,599 | $65,990 |
| CHW | Calamos Global Dynamic Income Fund Common Stock | $7.60 | 8,673 | $65,914 |
| GTLS | Chart Industries, Inc. | $199.90 | 326 | $65,167 |
| CGO | Calamos Global Total Return Fund Common Stock | $11.93 | 5,431 | $64,791 |
| SKY | Skyline Corporation | $75.67 | 856 | $64,773 |
| PRFZ | PowerShares FTSE RAFI US 1500 Small-Mid Portfolio | $45.01 | 1,439 | $64,769 |
| JMM | Nuveen Multi-Market Income Fund (MA) | $6.21 | 10,397 | $64,565 |
| SWZ | Swiss Helvetia Fund Inc. (The) Common Stock | $5.98 | 10,756 | $64,320 |
| UHAL | Amerco Common Stock | $55.48 | 1,145 | $63,524 |
| Sum | $649,919 |
Top 20 investors
Top 20 influencers
| #1 - #5 | #6 - #10 | #11 - #15 | #15 - #20 |
|---|---|---|---|
| @Chanel Holden | |||
| @Daisy Harvey | |||
| @Andy Yeh Alpha | |||
Top 20 followers
| #1 - #5 | #6 - #10 | #11 - #15 | #15 - #20 |
|---|---|---|---|
| @Will | @Darren | @AJ Yeh | @ZimboDave |
| @Luminoalgo | @Sandra Martinazzison | @MRCASH1991 | @Bloom789 |
| @Duke | @Mo | @Amy | @Andy Cheung |
| @TechBull22 | @Ru-Ting Yeh | @Syl_will | @George |
| @Vincent Bonsai | @Jack hsu | @Apple | @Najam |
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