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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #43,405 out of 781,348 TipRanks' Investors
Success Rate
73%
178 out of 243
profitable transactions
Average Return
19.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.05%
6-Month Return▲ 13.48%
12-Month Return▲ 43.13%
YTD Return▼ 0.10%
Total Return▲ 29.26%

Best Trade

Opened at
Closed at-
Gain▲ 839.20%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 21.60%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.23%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.08%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.42%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.78%
Dec 2024
▲ 6.90%
▲ 1.96%
▼ 0.10%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 21.60%
▲ 8.13%▲ 1.21%▲ 0.23%
▼ 13.14%▲ 2.34%▲ 2.48%
▲ 2.93%▲ 2.10%▲ 2.31%
▲ 10.00%▼ 0.89%▲ 2.08%
▲ 26.04%▲ 5.96%▲ 10.42%
▲ 5.93%▼ 2.41%▼ 2.78%
▲ 6.90%▲ 1.96%▼ 0.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mustang Bio
0.01%
▼ 86.19%
6
Buy
Jan 16, 2025
Ambarella
▲ 5.79%
2
Close
Jan 16, 2025
Fidelity Global Commodity Stock Fund
0.96%
▲ 1.78%
1
Open
Jan 15, 2025
NuScale Power
0.9%
▲ 0.83%
3
Buy
Jan 06, 2025
Fidelity High Dividend ETF
8.67%
▲ 34.75%
11
Sell
Dec 28, 2024
Mitek Systems
▲ 6.82%
8
Close
Dec 23, 2024
Defiance Quantum ETF
1.09%
▲ 2.04%
3
Buy
Dec 21, 2024
Nucor
1.56%
▲ 0.82%
4
Buy
Dec 20, 2024
Coca-Cola
6.28%
▲ 2.93%
16
Sell
Dec 19, 2024
D-Wave Quantum
1.57%
▲ 5.65%
2
Buy
Dec 16, 2024
Fidelity Small Cap Index Fund
0.49%
▼ 4.45%
1
Open
Dec 06, 2024
Palantir Technologies
21.56%
▲ 290.63%
9
Buy
Dec 05, 2024
Fidelity International Small Cap
▼ 6.69%
5
Close
Dec 02, 2024
ARK Innovation ETF
▲ 18.73%
9
Close
Nov 29, 2024
IonQ
▲ 5.09%
2
Close
Nov 27, 2024
Ford Motor
3.15%
▲ 1.28%
6
Buy
Nov 26, 2024
General Motors
▲ 40.29%
15
Close
Nov 25, 2024
Fidelity MSCI Health Care Index ETF
5.31%
▼ 0.39%
5
Buy
Nov 20, 2024
Planet Labs PBC
0.69%
▲ 34.45%
3
Open
Nov 18, 2024
Boeing
5.31%
▲ 22.03%
1
Open
Nov 18, 2024