Personal Investment Vitae

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

Location: United States

Gender: Male

Asset investment style: Hybrid analysis

Market capitalization:

$8,163,269talents

Virtual portfolio value:

$5,326,816talents

Net overall return per annum:

20.93%

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 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 influencers

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

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