Penny Paul Portfolio
Invests via Andina Capital Management LLC | Managed by Tanner Dance, Penny Paul
Invests via Andina Capital Management LLC
Managed by Tanner Dance, Penny Paul
Automatically Tracked
Penny Paul Profile
Penny Paul is a dynamic entrepreneur known for her impactful leadership in the tech industry. She has successfully founded and scaled multiple startups, focusing on innovative software solutions that address contemporary market challenges. Her expertise in digital transformation has made significant contributions to enhancing operational efficiencies within various sectors. With a keen eye for emerging trends, she plays an essential role in fostering new talent and creating strategic partnerships that drive growth. Paul's proactive approach to business not only sets her ventures apart but also positions her as a leading figure among aspiring entrepreneurs and investors alike.
Penny Paul is a dynamic entrepreneur known for her impactful leadership in the tech industry. She has successfully founded and scaled multiple startups, focusing on innovative software solutions that address contemporary market challenges. Her expertise in digital transformation has made significant contributions to enhancing operational efficiencies within various sectors. With a keen eye for emerging trends, she plays an essential role in fostering new talent and creating strategic partnerships that drive growth. Paul's proactive approach to business not only sets her ventures apart but also positions her as a leading figure among aspiring entrepreneurs and investors alike.
Investment Philosophy & Strategy
At the forefront of the tech landscape, Penny Paul embodies an entrepreneurial spirit that thrives on innovation and strategic foresight. Her ventures harness cutting-edge software solutions to tackle pressing challenges in today’s marketplace, reflecting a profound understanding of industry dynamics. By championing digital transformation initiatives, she enhances operational efficiencies across various sectors while fostering collaborative partnerships. This approach not only catalyzes growth but also positions her as a significant influencer in nurturing talent within the tech ecosystem. Paul's commitment to agility and adaptability ensures her startups maintain a competitive edge as they evolve with market demands.
At the forefront of the tech landscape, Penny Paul embodies an entrepreneurial spirit that thrives on innovation and strategic foresight. Her ventures harness cutting-edge software solutions to tackle pressing challenges in today’s marketplace, reflecting a profound understanding of industry dynamics. By championing digital transformation initiatives, she enhances operational efficiencies across various sectors while fostering collaborative partnerships. This approach not only catalyzes growth but also positions her as a significant influencer in nurturing talent within the tech ecosystem. Paul's commitment to agility and adaptability ensures her startups maintain a competitive edge as they evolve with market demands.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
14.14%
Gain -0.23%
Monthly
0.43%
Yearly
5.32%
Drawdown
10.77%
$118.73M
Equity
Holdings
$118.73M
Investment
$112.86M
$16.09M
Profit -$287,884.8
Realized
$10.21M
Unrealized
$5.88M
Dividends
$11.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$287,884.8
Win %
63%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$282,185.83
Win %
63%
This Month
Compared to last month
Gain
-1.09%
Profit
-$1.3M
Win %
63%
This Year
Compared to last year
Gain
5.02%
Profit
$5.67M
Win %
60%
ANGX Angel Studios, Inc.
+7.42%
+$11,595.8 
MSTR Strategy Inc.
+2.81%
+$24,059.37 
ETHA iShares Ethereum Trust
+2.8%
+$17,130.52 
NAGE Niagen Bioscience Inc.
+2.13%
+$988.54 
OII Oceaneering International, Inc.
+2.1%
+$13,141.74 
DFII FT Vest Bitcoin Strategy & Target Income ETF
+2.02%
+$33,148.46 
MSFT Microsoft Corp.
+1.88%
+$7,481.73 
GOOG Alphabet Inc
+1.68%
+$4,351.69 
DAVE Dave Inc. Class A Common Stock
+1.61%
+$14,141.66 
GOOGL Alphabet Inc
+1.59%
+$4,357.65 
TMUS T-Mobile US, Inc.
+1.54%
+$4,075.92 
IBIT iShares Bitcoin Trust
+1.43%
+$21,064.68 
CARG CarGurus, Inc.
+1.03%
+$4,196.52 
AMZN Amazon.com Inc
+0.94%
+$2,532.71 
FRPT Freshpet Inc.
+0.9%
+$3,260.43 
CRWV CoreWeave, Inc.
+0.88%
+$15,793.47 
SOXX iShares Semiconductor ETF
+0.85%
+$5,949.65 
XOM Exxon Mobil Corporation
+0.84%
+$1,892.24 
CTA Simplify Managed Futures Strategy ETF
+0.76%
+$9,105.08 
APP AppLovin Corporation Class A Common Stock
+0.74%
+$2,432.09 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+0.71%
+$5,991.12 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
+0.54%
+$7,473.52 
PTC PTC Inc.
+0.52%
+$1,533.11 
FTI TechnipFMC plc
+0.51%
+$2,846.41 
FSCO FS Credit Opportunities Corp.
+0.51%
+$1,271.9 
ALLE Allegion plc
+0.47%
+$1,580.8 
KGC Kinross Gold Corporation
+0.44%
+$1,202.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.36%
+$1,319.64 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.33%
+$2,045.4 
FTNT Fortinet Inc.
+0.33%
+$2,801.52 
IPAR Inter Parfums, Inc.
+0.33%
+$1,774.4 
FLBL Franklin Senior Loan ETF
+0.3%
+$5,300.89 
VONG Vanguard Russell 1000 Growth Fund
+0.18%
+$7,004.93 
VWO Vanguard FTSE Emerging Markets ETF
+0.16%
+$7,324.47 
CEF Sprott Physical Gold and Silver Trust
+0.14%
+$1,072.99 
LDOS Leidos Holdings Inc.
+0.13%
+$297.36 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.11%
+$362.48 
NVDA NVIDIA Corporation
+0.08%
+$743.62 
USDX SGI Enhanced Core ETF
+0.08%
+$442 
JQUA JPMorgan U.S. Quality Factor ETF
+0.07%
+$1,524.4 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$312.82 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$49.12 
BUFF Innovator Laddered Allocation Fund
+0.02%
+$420.23 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$528.47 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$111.44 
PAAA PGIM AAA CLO ETF
+0.01%
+$56.69 
MASI Masimo Corporation
0%
$0 
AUPH Aurinia Pharmaceuticals Inc.
-3.82%
-$16,379.11 
PFLT PennantPark Floating Rate Capital Ltd.
-3.65%
-$12,440.95 
RS Reliance Inc.
-3.1%
-$9,047.88 
ULS Ul Solutions Inc.
-2.74%
-$11,709.94 
CSTM Constellium SE
-2.67%
-$13,585.5 
WDFC WD-40 Company
-2.59%
-$11,987.2 
TSLA Tesla, Inc.
-2.59%
-$26,063.1 
AU AngloGold Ashanti plc
-2.3%
-$7,127.07 
LLY Eli Lilly and Company
-2.28%
-$12,280.08 
FEAM 5E Advanced Materials, Inc.
-2.25%
-$741.73 
MRK Merck & Co., Inc.
-2.18%
-$4,709.32 
AWI Armstrong World Industries, Inc.
-2.09%
-$8,427.1 
NFLX Netflix, Inc.
-2.03%
-$8,121.4 
KLAC KLA Corporation
-1.82%
-$12,422.7 
LRCX Lam Research Corporation
-1.77%
-$13,576.42 
BIZD VanEck BDC Income ETF
-1.77%
-$11,272.5 
FSK FS KKR Capital Corp.
-1.55%
-$95,761.85 
TRIP Tripadvisor Inc.
-1.48%
-$6,550.62 
INCY Incyte Corporation
-1.43%
-$6,427.68 
AAPL Apple Inc.
-1.42%
-$12,944.91 
CDE Coeur Mining, Inc.
-1.39%
-$4,026.4 
PJT PJT Partners Inc.
-1.38%
-$6,524.69 
CTAS Cintas Corporation
-1.37%
-$5,749.26 
RL Ralph Lauren Corporation
-1.32%
-$5,377.68 
FDIV MarketDesk Focused US Dividend ETF
-1.27%
-$32,196.01 
SFM Sprouts Farmers Market, Inc.
-1.27%
-$4,568.64 
BAC Bank of America Corporation
-1.22%
-$4,602 
MCO Moody's Corporation
-1.18%
-$6,052.08 
FHI Federated Hermes Inc.
-1.08%
-$6,375.4 
FERG Ferguson Enterprises Inc
-1%
-$3,762.95 
PG Procter & Gamble Co
-0.79%
-$1,820.74 
IDXX IDEXX Laboratories, Inc.
-0.77%
-$2,396.85 
SMMD iShares Russell 2500 ETF
-0.76%
-$17,013.6 
IQLT iShares MSCI International Quality Factor ETF
-0.75%
-$7,811.81 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.75%
-$2,809.47 
IJH iShares Core S&P Mid-Cap ETF
-0.66%
-$2,030.5 
FMTM MarketDesk Focused U.S. Momentum ETF
-0.63%
-$9,817.68 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.59%
-$11,411.13 
TT Trane Technologies plc
-0.58%
-$2,612.61 
DOMO Domo Inc. Class B Common Stock
-0.57%
-$200 
WEAV Weave Communications Inc.
-0.55%
-$1,133 
SCHD Schwab U.S. Dividend Equity ETF
-0.55%
-$3,143.88 
CHKP Check Point Software Technologies Ltd.
-0.53%
-$1,621.33 
VB Vanguard Small-Cap ETF
-0.52%
-$1,390.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.52%
-$30,071.52 
AFRM Affirm Holdings, Inc.
-0.45%
-$1,623.84 
VONV Vanguard Russell 1000 Value Index Fund
-0.42%
-$11,577.74 
HWM Howmet Aerospace Inc.
-0.39%
-$1,912.24 
AGGH Simplify Aggregate Bond ETF
-0.37%
-$1,188.97 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
-0.34%
-$18,967.88 
IEF iShares 7-10 Year Treasury Bond ETF
-0.29%
-$1,637.35 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.29%
-$6,994.13 
JEPI JPMorgan Equity Premium Income Fund
-0.28%
-$3,071.2 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.27%
-$1,012.8 
HALO Halozyme Therapeutics Inc.
-0.27%
-$1,435.14 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.27%
-$660.22 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.23%
-$1,022.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$17,679.15 
LHX L3Harris Technologies, Inc.
-0.18%
-$1,396 
CALM Cal-Maine Foods Inc.
-0.17%
-$1,001.4 
PHYS Sprott Physical Gold Trust
-0.13%
-$1,479.6 
BUCK Simplify Treasury Option Income ETF
-0.13%
-$996.75 
HYBB iShares BB Rated Corporate Bond ETF
-0.13%
-$1,213.15 
MTBA Simplify MBS ETF
-0.12%
-$2,743.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$415.15 
ADP Automatic Data Processing Inc.
-0.09%
-$481.92 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$283.2 
VOO Vanguard S&P 500 ETF
-0.06%
-$288.64 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$128.21 
IVV iShares Core S&P 500 ETF
-0.04%
-$188.51 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.02%
-$35.9 
BUFR FT Vestladder Buffer ETF-USD I
-0.01%
-$729.81 Events
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Dividends
Dividend Analysis
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| Trades 1171 | Longs Won 615/1171 52% | Profit Factor 2.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $102,467.88 |
| Average Win $50,391.73 | Best Trade (Jul 19) $903,422.26 | Sharpe Ratio -9.11 |
| Average Loss -$26,797.27 | Worst Trade (Jul 19) -$1.56M | Z-Score -0.38 (29.74%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $13,741.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,425 | 3,982 | 3,540 | 3,097 | 2,655 | 2,212 | 1,770 | 1,327 | 885 | 442 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Penny Paul?
The largest contributions to the portfolio's profits come from the following stocks: FS KKR Capital Corp - $1.27M, NVIDIA Corporation - $961,119.58, WisdomTree Floating Rate Treasury Fund - $873,948.37, iShares Core U.S. Aggregate Bond ETF - $863,453.32, and VANGUARD FTSE DEVELOPED MARKETS ETF - $835,633.79. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: CoreWeave, Inc - $1.24M, Vanguard Extended Duration Treasury ETF - $234,459.64, Gartner Inc - $156,257.69, FactSet Research Systems Inc - $150,114.71, and Paychex Inc - $138,068.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Penny Paul's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.04M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $1.27M, WisdomTree Floating Rate Treasury Fund - $860,719.15, iShares Core U.S. Aggregate Bond ETF - $747,526.4, Simplify MBS ETF - $675,828.72, and Janus Henderson AAA CLO ETF - $570,303.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Penny Paul's monthly returns?
Penny Paul's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Penny Paul's strategy be considered aggressive or moderate?
Penny Paul's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Penny Paul's strategy?
Penny Paul's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
