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:
15.99%
Gain -0.04%
Monthly
0.46%
Yearly
5.67%
Drawdown
10.76%
$61.36M
Equity
Holdings
$61.36M
Investment
$55.47M
$18.16M
Profit -$67,028.63
Realized
$12.27M
Unrealized
$5.89M
Dividends
$10.91M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$67,028.63
Win %
76%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$286,521.92
Win %
76%
This Month
Compared to last month
Gain
-0.22%
Profit
-$135,173.9
Win %
76%
This Year
Compared to last year
Gain
0.65%
Profit
$249,498.64
Win %
60%
FDIV MarketDesk Focused US Dividend ETF
+6.95%
+$55,896.04 
CTA Simplify Managed Futures Strategy ETF
+6.64%
+$29,071.38 
LLY Eli Lilly and Company
+4.86%
+$20,913.46 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+2.92%
+$8,755.14 
VONG Vanguard Russell 1000 Growth Fund
+1.17%
+$20,839.5 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.86%
+$3,899.73 
AAPL Apple Inc.
+0.52%
+$3,683.88 
FLBL Franklin Senior Loan ETF
+0.41%
+$1,807.17 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.28%
+$1,440.4 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.28%
+$17,288.6 
TFLO iShares Treasury Floating Rate Bond ETF
+0.26%
+$1,686.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$889.1 
DAVE Dave Inc. Class A Common Stock
+0.21%
+$558.89 
VOO Vanguard S&P 500 ETF
+0.08%
+$332.09 
IEF iShares 7-10 Year Treasury Bond ETF
+0.06%
+$357.24 
XTOC Innovator U.S. Equity Accelerated Plus ETF
+0.05%
+$308.84 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$1,454.62 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
$0 
FHI Federated Hermes Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
KLAC KLA Corporation
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
PSI Invesco Semiconductors ETF
-27.36%
-$93,922.68 
IGV iShares Expanded Tech-Software Sector ETF
-7.27%
-$26,560.53 
GOOGL Alphabet Inc
-4.03%
-$22,723.45 
DOMO Domo Inc. Class B Common Stock
-3.91%
-$1,500 
SMMD iShares Russell 2500 ETF
-3.39%
-$57,031.8 
IWL iShares Russell Top 200 ETF
-3.34%
-$15,407.68 
BKLC BNY Mellon US Large Cap Core Equity ETF
-3.21%
-$47,286.24 
JQUA JPMorgan U.S. Quality Factor ETF
-3.1%
-$26,158.44 
SPHQ Invesco S&P 500 Quality ETF
-2.81%
-$16,111.2 
FMTM MarketDesk Focused U.S. Momentum ETF
-2.77%
-$22,426.46 
RSP Invesco S&P 500 Equal Weight ETF
-2.37%
-$6,744.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$62,230.4 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$51,184.86 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
-2.15%
-$43,494.02 
IBIT iShares Bitcoin Trust
-2.06%
-$5,320.5 
SOXX iShares Semiconductor ETF
-1.94%
-$14,906.32 
LRCX Lam Research Corporation
-1.9%
-$6,760.45 
VONV Vanguard Russell 1000 Value Index Fund
-1.87%
-$23,771.26 
IQLT iShares MSCI International Quality Factor ETF
-1.55%
-$8,231.01 
BUFR FT Vestladder Buffer ETF-USD I
-1.31%
-$84,655.83 
BUFF Innovator Laddered Allocation Fund
-1.16%
-$6,402.12 
MSFT Microsoft Corp.
-1.09%
-$6,938.95 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.89%
-$2,931.36 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.83%
-$1,678.74 
ORR Militia Long/Short Equity ETF
-0.82%
-$4,501.76 
AGGH Simplify Aggregate Bond ETF
-0.8%
-$2,430.4 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.63%
-$1,430.72 
MTBA Simplify MBS ETF
-0.58%
-$3,426.55 
ETHA iShares Ethereum Trust
-0.56%
-$1,314.88 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.49%
-$2,187.46 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$1,823.47 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$739.21 
IVV iShares Core S&P 500 ETF
-0.18%
-$697.83 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$537.28 
FTSL First Trust Senior Loan ETF
-0.07%
-$783.72 
JAAA Janus Henderson AAA CLO ETF
-0.02%
-$452.06 
PAAA PGIM AAA CLO ETF
-0.02%
-$626.89 
QTOC Innovator Growth Accelerated Plus Funds
0%
-$4.56 Events
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Dividends
Dividend Analysis
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| Trades 1232 | Longs Won 674/1232 54% | Profit Factor 2.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $99,634.71 |
| Average Win $49,920.26 | Best Trade (Jun 30) $830,430.18 | Sharpe Ratio -9.47 |
| Average Loss -$27,840.22 | Worst Trade (Jun 29) -$1.45M | Z-Score -5.41 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $14,741.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,203 | 1,982 | 1,762 | 1,542 | 1,322 | 1,101 | 881 | 661 | 441 | 220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,274 | $503,235.47 | $707,214 | - | $203,978.53 | 40.53% | +0.524% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,321 | $628,216.17 | $616,771.57 | - | -$11,444.6 | -1.82% | -0.087% |
| AGGH Simplify Aggregate Bond ETF | 15,190 | $327,637.92 | $300,306.3 | - | -$27,331.62 | -8.34% | -0.803% |
| AMD Advanced Micro Devices, Inc. | 358 | $207,966 | $185,651.65 | - | -$22,314.35 | -10.73% | 0.0 |
| AMZN Amazon.com Inc | 1,357 | $282,435 | $376,458.95 | - | $94,023.95 | 33.29% | 0.0 |
| AVGO Broadcom Inc. | 1,905 | $719,644 | $796,594.8 | - | $76,950.8 | 10.69% | 0.0 |
| BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 12,786 | $415,883.07 | $458,889.54 | - | $43,006.47 | 10.34% | +0.857% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 5,540 | $507,482.78 | $507,907.2 | - | $424.42 | 0.08% | +0.284% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 29,928 | $1.43M | $1.43M | - | -$4,997.98 | -0.35% | -3.211% |
| BUFF Innovator Laddered Allocation Fund | 10,326 | $496,533.24 | $547,071.48 | - | $50,538.24 | 10.18% | -1.157% |
| BUFR FT Vestladder Buffer ETF-USD I | 172,767 | $5.64M | $6.35M | - | $714,737.99 | 12.68% | -1.315% |
| CTA Simplify Managed Futures Strategy ETF | 17,202 | $473,691.96 | $466,862.28 | - | -$6,829.68 | -1.44% | +6.64% |
| DAVE Dave Inc. Class A Common Stock | 621 | $108,110 | $267,129.36 | - | $159,019.36 | 147.09% | +0.21% |
| DOMO Domo Inc. Class B Common Stock | 10,000 | $84,300.85 | $36,900 | - | -$47,400.85 | -56.23% | -3.906% |
| ETHA iShares Ethereum Trust | 16,436 | $356,476.26 | $231,254.52 | - | -$125,221.74 | -35.13% | -0.565% |
| FDIV MarketDesk Focused US Dividend ETF | 30,916 | $816,430.32 | $860,639.61 | - | $44,209.29 | 5.41% | +6.946% |
| FHI Federated Hermes Inc. | 3,942 | $223,550.66 | $256,072.32 | - | $32,521.66 | 14.55% | 0.0 |
| FIXD First Trust TCW Opportunistic Fixed Income Fund | 5,299 | $239,727.02 | $226,956.17 | - | -$12,770.85 | -5.33% | -0.626% |
| FLBL Franklin Senior Loan ETF | 19,023 | $456,932.51 | $438,670.36 | - | -$18,262.15 | -4% | +0.414% |
| FMTM MarketDesk Focused U.S. Momentum ETF | 20,204 | $606,785.01 | $786,945.8 | - | $180,160.79 | 29.69% | -2.771% |
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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: VANGUARD FTSE DEVELOPED MARKETS ETF - $1.85M, Vanguard Russell 1000 Growth Fund - $1.35M, Vanguard FTSE Emerging Markets ETF - $1.22M, Sprott Physical Gold and Silver Trust - $1.14M, and Innovator U.S. Equity Accelerated Quarterly Fund - $1.13M. 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 - $2.69M, FS KKR Capital Corp - $1.26M, FT Vest Bitcoin Strategy & Target Income ETF - $738,596.75, Strategy Inc - $516,198.19, and iShares Bitcoin Trust - $401,198.05. 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 $10.91M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $1M, WisdomTree Floating Rate Treasury Fund - $876,225.45, iShares Core U.S. Aggregate Bond ETF - $727,899.73, Simplify MBS ETF - $682,402.8, and Janus Henderson AAA CLO ETF - $595,764.24. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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.
