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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #36,303 out of 788,174 TipRanks' Investors
Success Rate
74%
186 out of 253
profitable transactions
Average Return
26.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.18%
6-Month Return▲ 15.97%
12-Month Return▲ 40.60%
YTD Return▲ 2.78%
Total Return▲ 32.99%

Best Trade

Opened at
Closed at-
Gain▲ 1265.94%

Bio

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

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 0.23%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.31%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.08%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 10.42%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.78%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.24%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.03%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 0.23%
▼ 13.14%▲ 2.34%▲ 2.48%
▲ 2.93%▲ 2.10%▲ 2.31%
▲ 9.99%▼ 0.89%▲ 2.08%
▲ 26.03%▲ 5.96%▲ 10.42%
▲ 5.97%▼ 2.41%▼ 2.78%
▲ 5.25%▲ 2.69%▼ 0.24%
▼ 9.08%▲ 1.42%▲ 3.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walgreens Boots Alliance
0.98%
▼ 12.71%
4
Buy
Feb 18, 2025
Procter & Gamble
▲ 23.31%
6
Close
Feb 14, 2025
AT&T
5.27%
▲ 65.47%
16
Sell
Feb 13, 2025
Snowline Gold Corp.
▲ 0.67%
2
Close
Feb 13, 2025
Coca-Cola
6.81%
▲ 8.29%
17
Buy
Feb 10, 2025
Fidelity High Dividend ETF
7.75%
▲ 37.46%
12
Sell
Feb 06, 2025
Fidelity MSCI Information Technology Index ETF
5.09%
▲ 21.56%
8
Buy
Feb 06, 2025
Boeing
4.84%
▲ 25.72%
2
Sell
Feb 06, 2025
Planet Labs PBC
1.19%
▲ 26.68%
4
Buy
Feb 05, 2025
Palantir Technologies
26.61%
▲ 468.12%
10
Sell
Feb 04, 2025
NuScale Power
0.91%
▼ 16.03%
4
Buy
Feb 04, 2025
Ford Motor
2.76%
▼ 5.28%
7
Buy
Feb 03, 2025
ETFMG Alternative Harvest ETF
0.2%
▼ 11.61%
2
Buy
Jan 31, 2025
Fidelity Enhanced Mid Cap ETF
0.93%
▼ 0.82%
1
Open
Jan 29, 2025
Cincinnati Financial
0.64%
▼ 1.81%
1
Open
Jan 29, 2025
Fidelity MSCI Health Care Index ETF
2.66%
▲ 2.42%
6
Sell
Jan 27, 2025
Mustang Bio
0.01%
▼ 90.72%
6
Buy
Jan 16, 2025
Ambarella
▲ 5.79%
2
Close
Jan 16, 2025
Fidelity Global Commodity Stock Fund
0.9%
▲ 1.24%
1
Open
Jan 15, 2025
Mitek Systems
▲ 6.82%
8
Close
Dec 23, 2024