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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #50,818 out of 747,498 TipRanks' Investors
Success Rate
72%
134 out of 186
profitable transactions
Average Return
8.78%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.38% RSP
12.40% FDVV
9.24% PLTR
7.47% T
6.89% FTEC
48.62% Others
By Assets
53.46% ETFs
39.61% Stocks
3.63% Cash
3.31% Funds
0.00% Cryptocurrency
By Sector
58.90% General
15.74% Communication Services
10.00% Consumer Defensive
9.24% Technology
5.36% Consumer Cyclical
0.76% 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
$47.28
$0.65
(1.39%)
premium
308 Buy
185 Hold
37 Sell
Hold
premium
$6.41B
-1.65%
AUMN
Golden Minerals Co
$0.45
$0.032
(7.7%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$6.07M
-69.56%
DIS
Walt Disney
$93.63
$2.11
(2.2%)
premium
21 Buy
5 Hold
0 Sell
Strong Buy
premium
$174.54B
11.43%
FISMX
FISMX
< FUND >
Fidelity International Small Cap
$33.16
$0.23
(0.69%)
premium
premium
9.62%
GM
General Motors
$49.48
$1.18
(2.44%)
premium
12 Buy
3 Hold
1 Sell
Moderate Buy
premium
$55.11B
24.29%
INDA
INDA
< ETF >
iShares MSCI India ETF
$56.68
$0.5
(0.89%)
premium
premium
$11.51B
26.16%
JETS
JETS
< ETF >
U.S. Global Jets ETF
$19.08
$0.03
(0.16%)
premium
236 Buy
119 Hold
29 Sell
Hold
premium
$1.09B
-11.20%
KO
Coca-Cola
$64.71
$0.58
(0.89%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$281.27B
7.88%
MBIO
Mustang Bio
$0.32
$0.002
(0.75%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$11.21M
-93.19%
PG
Procter & Gamble
$168.42
$0.46
(0.27%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$396.41B
12.25%
PLTR
Palantir Technologies
$28.42
$0.16
(0.56%)
premium
3 Buy
5 Hold
6 Sell
Hold
premium
$63.65B
75.12%
RSP
RSP
< ETF >
Invesco S&P 500 Equal Weight ETF
$169.39
$0.99
(0.59%)
premium
4K Buy
2K Hold
296 Sell
Moderate Buy
premium
$58.40B
8.97%
T
AT&T
$18.65
$0.47
(2.46%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$137.09B
36.67%
WBD
Warner Bros
$8.38
$0.285
(3.29%)
premium
11 Buy
6 Hold
1 Sell
Moderate Buy
premium
$21.24B
-31.25%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$48.47
$0.36
(0.75%)
premium
853 Buy
557 Hold
59 Sell
Moderate Buy
premium
$3.12B
16.12%
PBJ
PBJ
< ETF >
Invesco Dynamic Food & Beverage ETF
$45.05
$0.033
(0.07%)
premium
169 Buy
111 Hold
10 Sell
Moderate Buy
premium
$117.43M
-2.68%
WBA
Walgreens Boots Alliance
$11.15
$0.14
(1.27%)
premium
2 Buy
7 Hold
3 Sell
Hold
premium
$9.50B
-61.60%
UFO
UFO
< ETF >
Procure Space ETF
$16.84
$0.01
(0.06%)
premium
126 Buy
84 Hold
14 Sell
Hold
premium
$32.75M
-15.62%
CCL
Carnival
$18.67
$0.24
(1.3%)
premium
14 Buy
2 Hold
1 Sell
Strong Buy
premium
$23.11B
3.25%
K
Kellanova
$57.77
$0.19
(0.33%)
premium
2 Buy
11 Hold
0 Sell
Hold
premium
$19.82B
-5.25%
F
Ford Motor
$14.04
$0.065
(0.46%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$55.81B
5.75%
FTEC
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$172.97
$2.62
(1.54%)
premium
2K Buy
1K Hold
112 Sell
Moderate Buy
premium
$10.93B
28.52%
FHLC
FHLC
< ETF >
Fidelity MSCI Health Care Index ETF
$70.12
$0.32
(0.46%)
premium
2K Buy
756 Hold
86 Sell
Moderate Buy
premium
$3.00B
8.35%
FBCV
FBCV
< ETF >
Fidelity Blue Chip Value ETF
$30.76
$0.019
(0.06%)
premium
640 Buy
375 Hold
37 Sell
Moderate Buy
premium
$123.29M
6.20%
IHAK
IHAK
< ETF >
iShares Cybersecurity & Tech ETF
$46.02
$0.13
(0.28%)
premium
210 Buy
143 Hold
9 Sell
Hold
premium
$822.74M
19.82%