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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #43,045 out of 775,923 TipRanks' Investors
Success Rate
72%
170 out of 237
profitable transactions
Average Return
20.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.15%
6-Month Return▲ 16.20%
12-Month Return▲ 46.37%
YTD Return▲ 45.06%
Total Return▲ 30.74%

Best Trade

Opened at
Closed at-
Gain▲ 935.35%

Bio

Heavy in technological innovation stocks, because that is what I understand the best.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 21.61%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.31%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.60%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 10.40%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.24%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.23%
▼ 2.25%▲ 3.53%▲ 21.61%
▲ 25.71%▲ 1.21%▲ 0.23%
▼ 4.22%▲ 2.34%▲ 2.47%
▲ 7.82%▲ 2.10%▲ 2.31%
▲ 5.38%▼ 0.89%▲ 2.60%
▲ 43.22%▲ 5.96%▲ 10.40%
▲ 3.34%▼ 1.56%▼ 2.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Defiance Quantum ETF
1.01%
▼ 2.54%
3
Buy
Dec 21, 2024
Nucor
1.46%
▼ 6.30%
4
Buy
Dec 20, 2024
Coca-Cola
6.25%
▲ 3.02%
16
Sell
Dec 19, 2024
Fidelity High Dividend ETF
12.32%
▲ 31.07%
10
Buy
Dec 19, 2024
D-Wave Quantum
1.45%
▲ 8.17%
2
Buy
Dec 16, 2024
Fidelity Small Cap Index Fund
0.47%
▼ 7.67%
1
Open
Dec 06, 2024
Palantir Technologies
22.94%
▲ 330.62%
9
Buy
Dec 05, 2024
Fidelity International Small Cap
▼ 6.69%
5
Close
Dec 02, 2024
NuScale Power
0.49%
▼ 25.03%
2
Buy
Dec 02, 2024
ARK Innovation ETF
▲ 18.73%
9
Close
Nov 29, 2024
IonQ
▲ 5.09%
2
Close
Nov 27, 2024
Ford Motor
3.04%
▼ 4.06%
6
Buy
Nov 26, 2024
General Motors
▲ 40.29%
15
Close
Nov 25, 2024
Fidelity MSCI Health Care Index ETF
5.07%
▼ 3.93%
5
Buy
Nov 20, 2024
Planet Labs PBC
0.61%
▲ 24.12%
3
Open
Nov 18, 2024
Boeing
5.32%
▲ 23.27%
1
Open
Nov 18, 2024
Walt Disney
▲ 8.20%
9
Close
Nov 16, 2024
iShares MSCI India ETF
▲ 16.47%
3
Close
Nov 13, 2024
ETFMG Alternative Harvest ETF
0.11%
▼ 14.66%
1
Open
Nov 12, 2024
Bitcoin
▲ 1.22%
2
Close
Oct 25, 2024