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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #70,845 out of 858,885 TipRanks' Investors
Success Rate
70%
293 out of 418
profitable transactions
Average Return
28.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.54%
6-Month Return▼ 15.40%
12-Month Return▲ 42.70%
YTD Return▼ 7.06%
Total Return▲ 72.51%

Best Trade

Opened at
Closed at-
Gain▲ 1546.02%

Bio

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

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 8.05%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.50%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 5.20%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.39%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.92%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.15%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.42%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.66%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 8.05%
▲ 10.96%▲ 2.38%▲ 4.50%
▼ 3.68%▲ 0.19%▼ 5.20%
▼ 0.10%▲ 0.08%▼ 2.39%
▲ 4.06%▲ 1.47%▲ 1.92%
▼ 1.12%▼ 0.86%▼ 2.15%
▲ 0.60%▼ 4.94%▼ 7.42%
▲ 4.89%▲ 4.48%▲ 0.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GraniteShares Gold Shares
0.65%
▲ 1.35%
8
Buy
Apr 06, 2026
Toast Inc
0.87%
▼ 6.00%
1
Open
Apr 06, 2026
Lumen Technologies
1.27%
▼ 1.40%
2
Buy
Apr 01, 2026
Planet Labs PBC
2.36%
▲ 473.50%
10
Sell
Mar 25, 2026
Fidelity High Dividend ETF
3.78%
▲ 43.95%
19
Buy
Mar 24, 2026
Fidelity Blue Chip Value ETF
5.53%
▲ 21.57%
13
Buy
Mar 24, 2026
Fidelity MSCI Utilities Index ETF
1.04%
▲ 9.20%
8
Buy
Mar 24, 2026
Nucor
▲ 11.02%
12
Close
Mar 23, 2026
Super Micro Computer
0.00%
2
Close
Mar 23, 2026
Dan IVES Wedbush AI Revolution ETF
4.14%
▲ 0.03%
8
Buy
Mar 23, 2026
Oracle
0.00%
2
Close
Mar 23, 2026
Kimberly Clark
3.32%
▼ 4.03%
3
Buy
Mar 13, 2026
Annaly Capital
▼ 2.00%
2
Close
Mar 12, 2026
J.P. Morgan Nasdaq Equity Premium Income ETF
10.02%
▲ 8.04%
17
Sell
Mar 11, 2026
Solstice Advanced Materials, Inc.
5.59%
▲ 53.66%
3
Buy
Mar 11, 2026
AGNC Investment
1.1%
▼ 0.42%
6
Buy
Mar 10, 2026
Sana Biotechnology
0.21%
▼ 19.49%
3
Buy
Mar 10, 2026
Leidos Holdings
▼ 2.15%
2
Close
Mar 10, 2026
Baker Hughes Company
▼ 8.57%
2
Close
Mar 10, 2026
ERShares Private-Public Crossover ETF
2.9%
▼ 9.60%
8
Buy
Mar 04, 2026