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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #37,723 out of 793,704 TipRanks' Investors
Success Rate
71%
189 out of 267
profitable transactions
Average Return
20.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.15%
6-Month Return▲ 7.14%
12-Month Return▲ 27.33%
YTD Return▼ 2.16%
Total Return▲ 26.79%

Best Trade

Opened at
Closed at-
Gain▲ 1057.97%

Bio

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

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.08%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.39%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.61%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 1.60%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.58%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 1.15%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.48%
▲ 2.93%▲ 2.10%▲ 2.31%
▲ 10.00%▼ 0.89%▲ 2.08%
▲ 26.01%▲ 5.96%▲ 10.39%
▲ 5.33%▼ 2.41%▼ 2.61%
▲ 5.89%▲ 2.69%▲ 1.60%
▼ 12.86%▼ 1.27%▼ 2.58%
▲ 3.73%▼ 4.27%▼ 1.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Powerfleet
0%
▼ 4.35%
1
Open
Mar 25, 2025
Walgreens Boots Alliance
▼ 7.23%
5
Close
Mar 18, 2025
Lsb Industries
0.71%
▲ 8.40%
6
Buy
Mar 17, 2025
Boeing
▲ 12.50%
3
Close
Mar 17, 2025
Fidelity Enhanced Mid Cap ETF
1.88%
▼ 3.36%
2
Buy
Mar 17, 2025
Fidelity MSCI Information Technology Index ETF
6.13%
▲ 4.96%
9
Buy
Mar 14, 2025
D-Wave Quantum
0.82%
▲ 35.38%
3
Sell
Mar 14, 2025
Red Cat Holdings
0.31%
▲ 6.01%
1
Open
Mar 14, 2025
NuScale Power
1.64%
▼ 24.58%
6
Buy
Mar 11, 2025
Ondas Holdings
0.26%
▲ 38.17%
1
Open
Mar 11, 2025
Fidelity MSCI Utilities Index ETF
1.28%
▲ 0.70%
1
Open
Mar 11, 2025
Ford Motor
3.25%
▲ 0.20%
8
Buy
Mar 05, 2025
AT&T
5.44%
▲ 78.44%
18
Sell
Mar 03, 2025
ERShares Private-Public Crossover ETF
1.68%
▼ 2.76%
2
Buy
Mar 03, 2025
Nucor
▲ 5.81%
5
Close
Mar 03, 2025
Fidelity MSCI Health Care Index ETF
▲ 2.87%
7
Close
Feb 28, 2025
Vistra Energy
▼ 19.35%
1
Close
Feb 26, 2025
Palantir Technologies
26.45%
▲ 339.50%
11
Buy
Feb 25, 2025
Procter & Gamble
▲ 23.31%
6
Close
Feb 14, 2025
Snowline Gold Corp.
▲ 0.67%
2
Close
Feb 13, 2025