PP
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%
Gain +1.36%
Monthly
0.45%
Yearly
5.51%
Drawdown
10.56%
$119.3M
Equity
Holdings
$119.3M
Investment
$111.91M
$17.6M
Profit +$1.62M
Realized
$10.21M
Unrealized
$7.39M
Dividends
$10.46M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.36%
Profit
$1.62M
Win %
60%
This Week
Compared To Last Week
Gain
-0.73%
Profit
-$878,403.41
Win %
60%
This Month
Compared to last month
Gain
-1.22%
Profit
-$1.47M
Win %
60%
This Year
Compared to last year
Gain
-17.58%
Profit
-$29.95M
Win %
59%
KLAC KLA Corporation
+13.16%
+$90,249.19 
LRCX Lam Research Corporation
+12.79%
+$100,570.6 
SOXX iShares Semiconductor ETF
+8.36%
+$60,499.24 
FEAM 5E Advanced Materials, Inc.
+7.33%
+$3,411.93 
CDE Coeur Mining, Inc.
+6.26%
+$19,427.38 
AU AngloGold Ashanti plc
+6.19%
+$19,624.68 
CSTM Constellium SE
+5.97%
+$35,322.3 
AFRM Affirm Holdings, Inc.
+5.72%
+$17,145.84 
HWM Howmet Aerospace Inc.
+5.62%
+$25,274.02 
ANGX Angel Studios, Inc.
+4.93%
+$5,322.66 
KGC Kinross Gold Corporation
+4.86%
+$13,827.6 
RL Ralph Lauren Corporation
+4.73%
+$19,003.27 
DAVE Dave Inc.
+4.6%
+$24,860.18 
CEF Sprott Physical Gold and Silver Trust
+4.56%
+$36,872.01 
TSLA Tesla, Inc.
+4.48%
+$45,220.14 
FTNT Fortinet Inc.
+4.27%
+$30,764.84 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.21%
+$25,816.51 
RS Reliance Inc.
+3.99%
+$11,608.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$207,994.68 
ALLE Allegion plc
+3.61%
+$11,522.53 
FMTM MarketDesk Focused U.S. Momentum ETF
+3.53%
+$57,269.8 
ETHA iShares Ethereum Trust
+3.42%
+$18,490.92 
FRPT Freshpet Inc.
+3.36%
+$10,868.1 
IQLT iShares MSCI International Quality Factor ETF
+3.21%
+$32,725.15 
PHYS Sprott Physical Gold Trust
+3.07%
+$34,955.55 
TRIP Tripadvisor Inc.
+3.07%
+$10,816.14 
SMMD iShares Russell 2500 ETF
+3.06%
+$66,052.8 
LHX L3Harris Technologies, Inc.
+2.95%
+$24,988.4 
IBIT iShares Bitcoin Trust
+2.81%
+$39,901.28 
DFII FT Vest Bitcoin Strategy & Target Income ETF
+2.63%
+$42,401.13 
TT Trane Technologies plc
+2.61%
+$11,220.83 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.6%
+$9,488.84 
INCY Incyte Corporation
+2.59%
+$10,444.98 
ONEQ Fidelity Nasdaq Composite Index Fund
+2.51%
+$7,848.48 
VB Vanguard Small-Cap ETF
+2.48%
+$6,433.87 
IJH iShares Core S&P Mid-Cap ETF
+2.42%
+$7,248.89 
NVDA NVIDIA Corporation
+2.42%
+$21,213.9 
VWO Vanguard FTSE Emerging Markets ETF
+2.4%
+$112,715.46 
LLY Eli Lilly and Company
+2.31%
+$11,992.8 
IPAR Inter Parfums, Inc.
+2.03%
+$8,872 
VONV Vanguard Russell 1000 Value Index Fund
+1.95%
+$50,589.69 
JQUA JPMorgan U.S. Quality Factor ETF
+1.94%
+$41,006.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$7,438.85 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$6,192 
VOO Vanguard S&P 500 ETF
+1.76%
+$7,746.55 
IVV iShares Core S&P 500 ETF
+1.75%
+$8,274.51 
VONG Vanguard Russell 1000 Growth Fund
+1.63%
+$62,421.67 
MRK Merck & Co., Inc.
+1.62%
+$3,277.9 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.62%
+$5,910.97 
AWI Armstrong World Industries, Inc.
+1.59%
+$6,255.7 
FDIV MarketDesk Focused US Dividend ETF
+1.59%
+$39,433.32 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.55%
+$5,507.1 
SFM Sprouts Farmers Market, Inc.
+1.52%
+$6,281.88 
ULS Ul Solutions Inc.
+1.43%
+$6,767.91 
AUPH Aurinia Pharmaceuticals Inc.
+1.37%
+$5,772.97 
AMZN Amazon.com Inc
+1.37%
+$3,532.75 
OII Oceaneering International, Inc.
+1.27%
+$7,383 
FERG Ferguson Enterprises Inc
+1.27%
+$4,602.75 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.24%
+$24,102.72 
AAPL Apple Inc.
+1.16%
+$9,258.12 
FSCO FS Credit Opportunities Corp.
+1.04%
+$2,543.8 
FHI Federated Hermes Inc.
+1%
+$5,773 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$10,557.25 
WDFC WD-40 Company
+0.97%
+$4,064.41 
FTI TechnipFMC plc
+0.97%
+$5,231.24 
BAC Bank of America Corporation
+0.95%
+$3,190.72 
CALM Cal-Maine Foods Inc.
+0.95%
+$5,007 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$5,152.47 
BUFR FT Vestladder Buffer ETF-USD I
+0.88%
+$45,978.03 
CTAS Cintas Corporation
+0.87%
+$3,212.24 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.73%
+$1,543.7 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$3,899.87 
AGGH Simplify Aggregate Bond ETF
+0.69%
+$2,219.42 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$1,665.56 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.67%
+$16,140.3 
GOOG Alphabet Inc
+0.64%
+$1,688.99 
HALO Halozyme Therapeutics Inc.
+0.64%
+$3,075.3 
TMUS T-Mobile US, Inc.
+0.63%
+$1,604.2 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$44,394.31 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.57%
+$2,552.16 
MTBA Simplify MBS ETF
+0.46%
+$10,288.12 
IDXX IDEXX Laboratories, Inc.
+0.33%
+$1,008.33 
GOOGL Alphabet Inc
+0.33%
+$914.08 
XDSQ Innovator U.S. Equity Accelerated Quarterly Fund
+0.3%
+$16,783.31 
USDX SGI Enhanced Core ETF
+0.21%
+$1,215.5 
HYBB iShares BB Rated Corporate Bond ETF
+0.19%
+$1,818.72 
BIZD VanEck BDC Income ETF
+0.16%
+$1,002 
BUCK Simplify Treasury Option Income ETF
+0.11%
+$830.62 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$284.9 
LDOS Leidos Holdings Inc.
+0.07%
+$191.16 
CRWV CoreWeave, Inc.
+0.03%
+$734.58 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$156.41 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$55.72 
MASI Masimo Corporation
0%
$0 
MSTEP MicroStrategy, Inc.
0%
$0 
PTC PTC Inc.
-11.66%
-$37,091.25 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$11,204.35 
XOM Exxon Mobil Corporation
-2.7%
-$6,195.56 
PJT PJT Partners Inc.
-2.34%
-$10,462.24 
ADP Automatic Data Processing Inc.
-2.3%
-$10,662.5 
CHKP Check Point Software Technologies Ltd.
-2.16%
-$6,018.91 
MCO Moody's Corporation
-2.1%
-$9,488.94 
CTA Simplify Managed Futures Strategy ETF
-1.96%
-$25,316.55 
PFLT PennantPark Floating Rate Capital Ltd.
-1.92%
-$7,276.78 
CARG CarGurus, Inc.
-1.8%
-$5,886.78 
MSFT Microsoft Corp.
-1.72%
-$6,891.46 
DOMO Illinois Housing Development Authority Revenue Bonds Series A2 Refunding 3% due 08/01/2023
-1.66%
-$500 
WEAV Weave Communications Inc.
-1.52%
-$2,407.62 
FSK FS KKR Capital Corp.
-1.41%
-$87,312.27 
NAGE Niagen Bioscience Inc.
-1.3%
-$635.49 
NFLX Netflix, Inc.
-0.89%
-$4,234.73 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
-0.88%
-$7,306.25 
PG Procter & Gamble Co
-0.35%
-$802.36 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.33%
-$2,045.4 
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF
-0.31%
-$6,723.68 
FLBL Franklin Senior Loan ETF
-0.02%
-$378.63 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$800.71 
PAAA PGIM AAA CLO ETF
-0.01%
-$50.62 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$20.68 Events
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Dividends
Dividend Analysis
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| Trades 1171 | Longs Won 608/1171 51% | Profit Factor 2.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $95,703.51 |
| Average Win $51,204.91 | Best Trade (Jun 11) $885,390.8 | Sharpe Ratio -9.03 |
| Average Loss -$24,030.43 | Worst Trade (Mar 31) -$1.17M | Z-Score -1 (68.46%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $15,032.84 |
| 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 | 4,975 | 4,478 | 3,980 | 3,483 | 2,985 | 2,488 | 1,990 | 1,493 | 995 | 498 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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