Personal Investment Vitae

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AYA Personal Investment Vitae as of December 2024
Dan Rochefort @Dan Rochefort
Platinum member since January 2017

Location: United States

Gender: Male

Asset investment style: Hybrid analysis

Market capitalization:

$7,141,178talents

Virtual portfolio value:

$4,658,448talents

Net overall return per annum:

21.28%

AYA current rank order:

#2

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 December 2024Strategy

Symbol Company Price Position Capitalization
AVGO Broadcom Inc. Common Stock $220.79 456 $100,680
NAMS NewAmsterdam Pharma Company N.V. Ordinary Shares $25.50 3,726 $95,013
APCX AppTech Payments Corp. Common Stock $0.60 154,112 $92,467
DDD 3D Systems Corporation Common Stock $3.50 24,907 $87,174
SILC Silicom Ltd Ordinary Shares $15.13 5,677 $85,893
TWN Taiwan Fund Inc. (The) Common Stock $45.89 1,735 $79,619
CKX CKX Lands Inc. Common Stock $12.80 6,063 $77,606
APT Alpha Pro Tech Ltd. Common Stock $5.37 13,957 $74,949
IMPPP Imperial Petroleum Inc. 8.75% Series A Cumulative Redeemable Perpetual Preferred Shares $25.70 2,912 $74,838
OBDE Blue Owl Capital Corporation III Common Stock $15.04 4,971 $74,763
Sum $843,002

Top 20 influencers

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

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