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:
15.22%
Gain +0.26%
Monthly
0.42%
Yearly
5.16%
Drawdown
10.46%
$68.97M
Equity
Holdings
$68.97M
Investment
$64.65M
$17.56M
Profit +$252,257.9
Realized
$13.24M
Unrealized
$4.32M
Dividends
$11.04M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$252,257.9
Win %
72%
This Week
Compared To Last Week
Gain
0.37%
Profit
$252,257.9
Win %
72%
This Month
Compared to last month
Gain
-0.6%
Profit
-$416,015.82
Win %
72%
This Year
Compared to last year
Gain
-0.74%
Profit
-$652,689.39
Win %
60%
CRWV CoreWeave Inc. Class A Common Stock
+4.68%
+$7,847 
LRCX Lam Research Corp.
+3.87%
+$10,128.19 
PSI Invesco Semiconductors ETF
+3.6%
+$5,809.73 
SOXX iShares Semiconductor ETF
+3.34%
+$21,299.91 
KLAC KLA Corporation
+3.33%
+$6,395.4 
AMD Advanced Micro Devices Inc.
+2.69%
+$5,066.89 
AVGO Broadcom Inc.
+2.52%
+$16,010.13 
NVDA NVIDIA Corporation
+2.43%
+$29,405.1 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.66%
+$7,860.96 
FMTM MarketDesk Focused U.S. Momentum ETF
+1.61%
+$17,126.61 
VONG Vanguard Russell 1000 Growth ETF
+1.24%
+$25,205.22 
NUTX Nutex Health Inc.
+1.15%
+$2,590.75 
ORR Militia Long/Short Equity ETF
+1.12%
+$7,280.16 
MSFT Microsoft Corporation Common Stock
+1.11%
+$8,543.39 
ONEQ Fidelity Nasdaq Composite Index ETF
+1.05%
+$3,388.4 
FHI Federated Hermes, Inc. Common Stock
+0.83%
+$1,902.09 
DOMO Domo, Inc. Class B Common Stock
+0.81%
+$250 
IWL iShares Russell Top 200 ETF
+0.79%
+$4,180.94 
SPCX Space Exploration Technologies Corp. Class A
+0.77%
+$13,152.06 
IVV iShares Core S&P 500 ETF
+0.74%
+$2,742.56 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.73%
+$14,952.6 
VOO Vanguard S&P 500 ETF
+0.73%
+$3,173.3 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$2,659.21 
VTI Vanguard Total Stock Market ETF
+0.72%
+$3,163.43 
XDSQ Innovator U.S. Equity Accelerated ETF - Quarterly
+0.7%
+$13,178.91 
SPHQ Invesco S&P 500 Quality ETF
+0.65%
+$4,175.28 
HALO Halozyme Therapeutics Inc.
+0.63%
+$1,811.81 
AMZN Amazon.com Inc
+0.59%
+$2,200.22 
VEA Vanguard FTSE Developed Markets ETF
+0.58%
+$13,429.5 
SMMD iShares Russell 2500 ETF
+0.53%
+$8,652.15 
JQUA JPMorgan U.S. Quality Factor ETF
+0.51%
+$4,042.89 
IQLT iShares MSCI Intl Quality Factor ETF
+0.47%
+$2,037.21 
BUFR FT Vest Laddered Buffer ETF
+0.44%
+$19,888.44 
MCO Moody's Corporation
+0.43%
+$943.48 
LLY Eli Lilly and Company
+0.42%
+$2,186.85 
BUFF Innovator Laddered Allocation Buffer ETF
+0.4%
+$1,870.07 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.3%
+$608.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.28%
+$926 
FDIV MarketDesk Focused U.S. Dividend ETF
+0.27%
+$2,326.05 
VONV Vanguard Russell 1000 Value ETF
+0.26%
+$3,718.96 
FIXD First Trust Smith Opportunistic Fixed Income ETF
+0.17%
+$370.93 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.14%
+$583.62 
MTBA Simplify MBS ETF
+0.14%
+$785.65 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$431.39 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.1%
+$4,148.74 
IUSB iShares Core Universal USD Bond ETF
+0.08%
+$728.32 
FLBL Franklin Senior Loan ETF
+0.07%
+$194.75 
IEF iShares 7-10 Year Treasury Bond ETF
+0.07%
+$418.42 
XLU State Street Utilities Select Sector SPDR ETF
+0.05%
+$247.76 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$710.73 
FTSL First Trust Senior Loan Fund
+0.02%
+$245.05 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$105.53 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$817.76 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$46.85 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,012.9 
PAAA PGIM AAA CLO ETF
0%
$0 
NFLX Netflix Inc.
-4.21%
-$8,999.73 
MRK Merck & Co., Inc.
-3.35%
-$7,967.32 
ETHA iShares Ethereum Trust ETF
-2.74%
-$8,648.37 
TRIP Tripadvisor, Inc.
-1.97%
-$1,964.7 
ADP Automatic Data Processing Inc.
-1.39%
-$3,824.2 
IBIT iShares Bitcoin Trust ETF
-1.26%
-$4,391.18 
AAPL Apple Inc.
-1.09%
-$9,380.27 
PDBA Invesco Agriculture Commodity Strategy No K-1 ETF
-0.85%
-$2,198.7 
CTA Simplify Managed Futures Strategy ETF
-0.55%
-$3,097.57 
GOOG Alphabet Inc
-0.47%
-$1,021.2 
VWO Vanguard FTSE Emerging Markets ETF
-0.46%
-$7,516.86 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
-0.37%
-$1,481.4 
GOOGL Alphabet Inc
-0.34%
-$1,870.24 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.19%
-$753.75 
EEM iShares MSCI Emerging Markets ETF
-0.13%
-$366.15 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.09%
-$594.36 
META Meta Platforms Inc Class A
-0.04%
-$99.36 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1300 | Longs Won 715/1300 55% | Profit Factor 2.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $96,604.5 |
| Average Win $46,858.83 | Best Trade (Jun 30) $830,430.18 | Sharpe Ratio -141.81 |
| Average Loss -$27,255.42 | Worst Trade (Jun 29) -$1.45M | Z-Score -5.32 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $13,507.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,532 | 2,278 | 2,025 | 1,772 | 1,519 | 1,266 | 1,013 | 759 | 506 | 253 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,475 | $570,173.83 | $851,251.5 | - | $281,077.67 | 49.3% | -1.09% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 207,437 | $4.33M | $4.29M | - | -$33,195.11 | -0.77% | +0.097% |
| ADP Automatic Data Processing Inc. | 903 | $233,028 | $270,832.27 | - | $37,804.27 | 16.22% | -1.392% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,541 | $453,555.62 | $436,185.75 | - | -$17,369.87 | -3.83% | +0.099% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 4,944 | $510,419 | $480,606.24 | - | -$29,812.76 | -5.84% | +1.663% |
| AMD Advanced Micro Devices Inc. | 364 | $211,636.57 | $193,178.44 | - | -$18,458.13 | -8.72% | +2.694% |
| AMZN Amazon.com Inc | 1,507 | $319,800.23 | $375,936.22 | - | $56,135.99 | 17.55% | +0.589% |
| AVGO Broadcom Inc. | 1,979 | $745,632.06 | $652,614.83 | - | -$93,017.23 | -12.47% | +2.515% |
| BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 10,050 | $327,181.96 | $390,191.25 | - | $63,009.29 | 19.26% | -0.193% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 4,685 | $429,053.64 | $429,333.4 | - | $279.76 | 0.07% | +0.011% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 42,120 | $2.03M | $2.06M | - | $33,287.72 | 1.64% | +0.731% |
| BUFF Innovator Laddered Allocation Buffer ETF | 8,698 | $420,017.24 | $470,344.35 | - | $50,327.11 | 11.98% | +0.399% |
| BUFR FT Vest Laddered Buffer ETF | 120,536 | $4.1M | $4.54M | - | $440,452.89 | 10.74% | +0.44% |
| CRWV CoreWeave Inc. Class A Common Stock | 3,094 | $269,549 | $175,650.09 | - | -$93,898.91 | -34.84% | +4.676% |
| CTA Simplify Managed Futures Strategy ETF | 18,221 | $503,079.94 | $557,562.6 | - | $54,482.66 | 10.83% | -0.552% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 19,812 | $644,484 | $647,852.4 | - | $3,368.4 | 0.52% | -0.092% |
| DOMO Domo, Inc. Class B Common Stock | 10,000 | $84,300.85 | $31,000 | - | -$53,300.85 | -63.23% | +0.813% |
| EEM iShares MSCI Emerging Markets ETF | 4,577 | $305,698 | $283,453.61 | - | -$22,244.39 | -7.28% | -0.129% |
| ETHA iShares Ethereum Trust ETF | 5,843.48 | $378,847.56 | $307,367.26 | - | -$71,480.3 | -18.87% | -2.737% |
| FDIV MarketDesk Focused U.S. Dividend ETF | 31,014 | $818,955.32 | $862,344.27 | - | $43,388.95 | 5.3% | +0.27% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.96M, Vanguard FTSE Emerging Markets ETF - $1.37M, Vanguard Russell 1000 Growth ETF - $1.35M, Innovator U.S. Equity Accelerated ETF - Quarterly - $1.18M, and Sprott Physical Gold and Silver Trust - $1.14M. 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. Class A Common Stock - $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 ETF - $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 $11.04M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $1M, WisdomTree Floating Rate Treasury Fund - $907,131.38, iShares Core U.S. Aggregate Bond ETF - $727,897.39, Simplify MBS ETF - $685,168.09, and Janus Henderson AAA CLO ETF - $604,895.85. 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.
2026 © Marketlog. All Rights Reserved.
