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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #42,010 out of 769,002 TipRanks' Investors
Success Rate
73%
163 out of 222
profitable transactions
Average Return
18.05%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.26% PLTR
12.73% RSP
11.34% FDVV
7.55% FTEC
7.03% KO
43.09% Others
By Assets
47.30% ETFs
45.35% Stocks
4.73% Cash
2.62% Funds
0.00% Cryptocurrency
By Sector
52.40% General
18.76% Technology
9.44% Consumer Defensive
7.88% Communication Services
5.29% Industrials
6.22% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ARKK
ARKK
< ETF >
ARK Innovation ETF
$54.77
$0.51
(0.92%)
premium
388 Buy
171 Hold
36 Sell
Moderate Buy
premium
$6.28B
27.47%
AUMN
Golden Minerals Co
$0.27
$0.007
(2.67%)
premium
premium
$4.22M
-45.36%
FISMX
FISMX
< FUND >
Fidelity International Small Cap
$31.31
$0.2
(0.63%)
premium
premium
6.10%
GM
General Motors
$55.68
$0.81
(1.48%)
premium
10 Buy
6 Hold
2 Sell
Moderate Buy
premium
$60.60B
96.67%
KO
Coca-Cola
$63.76
$0.77
(1.22%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$269.63B
8.55%
MBIO
Mustang Bio
$0.21
$0.001
(0.53%)
premium
premium
$10.55M
-86.34%
MITK
Mitek Systems
$9.10
$0.32
(3.64%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$401.51M
-21.33%
PG
Procter & Gamble
$172.75
$1.86
(1.09%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$402.15B
14.22%
PLTR
Palantir Technologies
$61.36
$0.76
(1.22%)
premium
3 Buy
7 Hold
6 Sell
Hold
premium
$143.47B
213.74%
RSP
RSP
< ETF >
Invesco S&P 500 Equal Weight ETF
$184.08
$2.29
(1.26%)
premium
4K Buy
3K Hold
327 Sell
Moderate Buy
premium
$70.99B
24.27%
T
AT&T
$22.98
$0.15
(0.66%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$163.09B
41.01%
WBD
Warner Bros
$10.23
$0.28
(2.81%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$23.31B
-5.95%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$52.13
$0.39
(0.75%)
premium
867 Buy
587 Hold
60 Sell
Moderate Buy
premium
$4.10B
29.29%
WBA
Walgreens Boots Alliance
$8.30
$0.06
(0.73%)
premium
2 Buy
6 Hold
3 Sell
Hold
premium
$7.17B
-60.72%
F
Ford Motor
$10.80
$0.07
(0.65%)
premium
4 Buy
9 Hold
1 Sell
Hold
premium
$43.92B
5.30%
FTEC
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$184.25
$2
(1.1%)
premium
2K Buy
978 Hold
125 Sell
Moderate Buy
premium
$12.59B
33.21%
FHLC
FHLC
< ETF >
Fidelity MSCI Health Care Index ETF
$68.46
$0.56
(0.82%)
premium
2K Buy
840 Hold
84 Sell
Moderate Buy
premium
$2.73B
11.77%
FBCV
FBCV
< ETF >
Fidelity Blue Chip Value ETF
$33.56
$0.447
(1.35%)
premium
698 Buy
425 Hold
41 Sell
Moderate Buy
premium
$126.63M
18.26%
IHAK
IHAK
< ETF >
iShares Cybersecurity & Tech ETF
$50.00
$0.904
(1.84%)
premium
209 Buy
142 Hold
9 Sell
Hold
premium
$916.89M
20.73%
PL
Planet Labs PBC
$3.32
$0.18
(5.73%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$933.25M
33.05%
LIFW
MSP Recovery
$1.48
$0.13
(8.07%)
premium
premium
$211.12M
-98.82%
XOVR
XOVR
< ETF >
ERShares Private-Public Crossover ETF
$18.19
$0.24
(1.34%)
premium
467 Buy
161 Hold
27 Sell
Moderate Buy
premium
$115.87M
48.84%
MJ
MJ
< ETF >
ETFMG Alternative Harvest ETF
$2.54
$0.03
(1.17%)
premium
premium
$183.28M
-17.63%
BA
Boeing
$143.41
$2.67
(1.83%)
premium
15 Buy
6 Hold
2 Sell
Moderate Buy
premium
$108.85B
-33.07%