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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:

Allocation

Top Stocks
23.35% PLTR
12.54% FDVV
11.27% RSP
7.11% FTEC
6.36% KO
39.37% Others
By Assets
52.44% Stocks
45.35% ETFs
1.75% Cash
0.47% Funds
0.00% Cryptocurrency
By Sector
46.63% General
25.40% Technology
8.52% Consumer Defensive
7.32% Communication Services
6.53% Industrials
5.60% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AUMN
Golden Minerals Co
$0.09
$0.013
(16.23%)
premium
premium
$1.40M
-82.01%
KO
Coca-Cola
$62.55
$0.1
(0.16%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$269.45B
7.25%
MBIO
Mustang Bio
$0.17
$0.003
(1.64%)
premium
premium
$8.33M
-86.20%
MITK
Mitek Systems
$11.43
$0.33
(2.97%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$513.41M
-11.33%
PG
Procter & Gamble
$168.06
$1.13
(0.67%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$395.79B
15.68%
PLTR
Palantir Technologies
$80.55
$6.34
(8.54%)
premium
2 Buy
9 Hold
6 Sell
Hold
premium
$183.49B
362.67%
RSP
RSP
< ETF >
Invesco S&P 500 Equal Weight ETF
$176.66
$2.44
(1.4%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$71.25B
12.52%
T
AT&T
$22.75
$0.18
(0.8%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$163.24B
37.46%
WBD
Warner Bros
$10.69
$0.2
(1.91%)
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$26.22B
-5.15%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$49.85
$0.669
(1.36%)
premium
877 Buy
592 Hold
64 Sell
Moderate Buy
premium
$4.21B
18.13%
WBA
Walgreens Boots Alliance
$9.55
$0.2
(2.14%)
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$8.25B
-63.58%
F
Ford Motor
$9.88
$0.14
(1.44%)
premium
4 Buy
8 Hold
3 Sell
Hold
premium
$39.27B
-20.00%
FTEC
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$187.98
$2.962
(1.6%)
premium
2K Buy
966 Hold
130 Sell
Moderate Buy
premium
$13.26B
30.96%
FHLC
FHLC
< ETF >
Fidelity MSCI Health Care Index ETF
$65.41
$0.818
(1.27%)
premium
2K Buy
849 Hold
97 Sell
Moderate Buy
premium
$2.60B
2.06%
FBCV
FBCV
< ETF >
Fidelity Blue Chip Value ETF
$31.62
$0.311
(0.99%)
premium
748 Buy
424 Hold
42 Sell
Moderate Buy
premium
$120.46M
9.30%
IHAK
IHAK
< ETF >
iShares Cybersecurity & Tech ETF
$49.23
$0.62
(1.28%)
premium
227 Buy
143 Hold
12 Sell
Hold
premium
$913.53M
8.53%
PL
Planet Labs PBC
$4.04
$0.16
(4.12%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.20B
71.91%
MSPR
MSP Recovery
$1.79
$0.12
(6.28%)
premium
premium
$12.67M
-96.98%
XOVR
XOVR
< ETF >
ERShares Private-Public Crossover ETF
$18.45
$0.28
(1.54%)
premium
464 Buy
153 Hold
27 Sell
Moderate Buy
premium
$188.90M
35.70%
NUE
Nucor
$116.58
$0.8
(0.69%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$27.37B
-34.53%
MJ
MJ
< ETF >
ETFMG Alternative Harvest ETF
$2.27
$0.03
(1.34%)
premium
premium
$158.08M
-27.94%
BA
Boeing
$177.35
$0.31
(0.18%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$132.58B
-31.90%
QTUM
QTUM
< ETF >
Defiance Quantum ETF
$81.16
$3.59
(4.63%)
premium
550 Buy
249 Hold
24 Sell
Moderate Buy
premium
$653.56M
50.09%
SMR
NuScale Power
$19.77
$0.76
(4%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.05B
502.74%
FSSNX
FSSNX
< FUND >
Fidelity Small Cap Index Fund
$27.81
$0.02
(0.07%)
premium
1K Buy
676 Hold
55 Sell
Moderate Buy
premium
10.75%
QBTS
D-Wave Quantum
$6.44
$0.07
(1.1%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.87B
597.72%