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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #71,569 out of 743,457 TipRanks' Investors
Success Rate
68%
124 out of 182
profitable transactions
Average Return
7.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 21.91%
6-Month Return▲ 25.65%
12-Month Return▲ 21.43%
YTD Return▲ 24.35%
Total Return▲ 12.07%

Best Trade

Opened at
Closed at-
Gain▲ 232.65%

Bio

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

Performance

21.61%0-21.61%
▲ 5.14%
▲ 4.57%
▲ 7.03%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.79%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.34%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.24%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 21.61%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.26%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.03%
▼ 1.87%▲ 1.59%▲ 1.79%
▲ 14.08%▲ 5.22%▲ 4.03%
▲ 5.05%▲ 3.27%▲ 4.34%
▼ 12.40%▼ 4.03%▼ 9.24%
▲ 11.46%▲ 5.06%▲ 2.23%
▼ 2.25%▲ 3.53%▲ 21.61%
▲ 0.26%▲ 0.21%▼ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco S&P 500 Equal Weight ETF
14.54%
▲ 16.41%
11
Buy
Jun 29, 2024
Invesco Dynamic Food & Beverage ETF
1.9%
▲ 3.90%
4
Buy
Jun 29, 2024
Fidelity Blue Chip Value ETF
4.62%
▲ 0.07%
4
Buy
Jun 29, 2024
General Motors
3.05%
▲ 8.94%
11
Sell
Jun 05, 2024
Walgreens Boots Alliance
0.73%
▼ 62.85%
2
Sell
Jun 03, 2024
Carnival
1.67%
▲ 9.94%
6
Buy
Jun 03, 2024
Fidelity International Small Cap
3.26%
▼ 6.32%
4
Buy
May 31, 2024
AT&T
7.4%
▲ 17.16%
11
Sell
May 24, 2024
ARK Innovation ETF
1.71%
▼ 14.85%
5
Buy
May 20, 2024
Fidelity MSCI Information Technology Index ETF
6.8%
▲ 13.21%
5
Buy
May 02, 2024
Corning
▲ 2.21%
12
Close
Apr 30, 2024
Mitek Systems
▲ 11.31%
5
Close
Apr 30, 2024
Ford Motor
1.68%
▲ 21.87%
3
Buy
Apr 30, 2024
Lsb Industries
▲ 15.40%
4
Close
Apr 30, 2024
Palantir Technologies
8.85%
▲ 80.68%
5
Buy
Apr 26, 2024
Fidelity Total Bond
▼ 7.48%
4
Close
Apr 09, 2024
Fidelity MSCI Health Care Index ETF
4.31%
▲ 0.62%
2
Buy
Apr 04, 2024
Kroger Company
▲ 27.86%
6
Close
Apr 02, 2024
GE Healthcare Technologies Inc
▲ 32.25%
3
Close
Apr 01, 2024
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0.68%
▼ 0.10%
6
Buy
Mar 25, 2024