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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #44,492 out of 783,334 TipRanks' Investors
Success Rate
72%
175 out of 243
profitable transactions
Average Return
21.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.09%
6-Month Return▲ 19.66%
12-Month Return▲ 46.89%
YTD Return▲ 4.09%
Total Return▲ 34.75%

Best Trade

Opened at
Closed at-
Gain▲ 925.19%

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
▲ 9.99%
▼ 0.89%
▲ 2.08%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.42%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.73%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.09%
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%
▲ 9.99%▼ 0.89%▲ 2.08%
▲ 26.04%▲ 5.96%▲ 10.42%
▲ 5.93%▼ 2.41%▼ 2.73%
▲ 3.19%▲ 2.68%▲ 4.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity Enhanced Mid Cap ETF
1.02%
0.00%
1
Open
Jan 29, 2025
Cincinnati Financial
0.69%
0.00%
1
Open
Jan 29, 2025
Fidelity MSCI Information Technology Index ETF
4.58%
▲ 20.71%
7
Sell
Jan 27, 2025
Fidelity MSCI Health Care Index ETF
2.83%
▲ 1.77%
6
Sell
Jan 27, 2025
Mustang Bio
0.01%
▼ 84.41%
6
Buy
Jan 16, 2025
Ambarella
▲ 5.79%
2
Close
Jan 16, 2025
Fidelity Global Commodity Stock Fund
0.95%
▲ 0.43%
1
Open
Jan 15, 2025
NuScale Power
0.83%
▼ 13.38%
3
Buy
Jan 06, 2025
Fidelity High Dividend ETF
8.53%
▲ 33.28%
11
Sell
Dec 28, 2024
Mitek Systems
▲ 6.82%
8
Close
Dec 23, 2024
Defiance Quantum ETF
1.03%
▼ 1.92%
3
Buy
Dec 21, 2024
Nucor
1.62%
▲ 1.82%
4
Buy
Dec 20, 2024
Coca-Cola
6.43%
▲ 3.22%
16
Sell
Dec 19, 2024
D-Wave Quantum
1.27%
▼ 7.28%
2
Buy
Dec 16, 2024
Fidelity Small Cap Index Fund
0.48%
▼ 5.88%
1
Open
Dec 06, 2024
Palantir Technologies
23.25%
▲ 326.40%
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
3.14%
▼ 0.86%
6
Buy
Nov 26, 2024