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Personal Investment Vitae

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

Location: United States

Gender: Male

Asset investment style: Hybrid analysis

Market capitalization:

$7,644,975talents

Virtual portfolio value:

$4,930,892talents

Net overall return per annum:

20.58%

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 2020

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 July 2025

Symbol Company Price Position Capitalization
TERN Terns Pharmaceuticals Inc. Common Stock $4.89 20,022 $97,907
TFIN Triumph Financial Inc. Common Stock $65.30 1,355 $88,481
FLL Full House Resorts Inc. Common Stock $4.10 20,405 $83,660
AX Axos Financial Inc. Common Stock $84.37 982 $82,851
ETON Eton Pharmaceuticals Inc. Common Stock $15.77 5,241 $82,650
VATE INNOVATE Corp. Common Stock $5.68 14,501 $82,365
OZK Bank OZK Common Stock $51.69 1,587 $82,032
MC Moelis & Company Class A Common Stock $68.25 1,198 $81,763
HELE Helen of Troy Limited Common Stock $31.00 2,631 $81,561
OXY Occidental Petroleum Corporation Common Stock $45.57 1,777 $80,977
Sum $844,247

Top 20 influencers

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

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