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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #21,672 out of 815,805 TipRanks' Investors
Success Rate
79%
245 out of 310
profitable transactions
Average Return
38.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.15%
6-Month Return▲ 39.98%
12-Month Return▲ 56.01%
YTD Return▲ 38.43%
Total Return▲ 79.39%

Best Trade

Opened at
Closed at-
Gain▲ 1932.39%

Bio

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

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 1.51%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.58%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.92%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.86%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 13.41%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.32%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 15.42%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 2.76%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 1.51%
▼ 12.86%▼ 1.27%▼ 2.58%
▼ 1.80%▼ 5.57%▼ 3.92%
▲ 1.84%▼ 0.87%▲ 2.86%
▲ 12.20%▲ 6.28%▲ 13.41%
▲ 6.24%▲ 5.14%▲ 5.32%
▲ 27.88%▲ 2.30%▲ 15.42%
▲ 6.52%▲ 2.30%▲ 2.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pure Storage
2.32%
▲ 45.56%
3
Sell
Aug 29, 2025
Ford Motor
2.27%
▲ 23.24%
11
Sell
Aug 26, 2025
Nucor
1.16%
▲ 12.99%
9
Buy
Aug 26, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
6.81%
▲ 5.59%
5
Buy
Aug 25, 2025
Palantir Technologies
29.79%
▲ 614.70%
16
Sell
Aug 20, 2025
Coca-Cola
6.62%
▲ 6.54%
19
Buy
Aug 16, 2025
Dan IVES Wedbush AI Revolution ETF
1%
▲ 1.18%
5
Buy
Aug 14, 2025
Fidelity Blue Chip Value ETF
7.48%
▲ 11.36%
9
Sell
Aug 04, 2025
BigBearai Holdings
0.79%
▼ 31.89%
4
Buy
Aug 04, 2025
Global X NASDAQ 100 Covered Call ETF
▲ 1.07%
1
Close
Jul 25, 2025
Fidelity Small Cap Index Fund
▲ 0.30%
3
Close
Jul 17, 2025
ERShares Private-Public Crossover ETF
1.93%
▲ 14.59%
3
Buy
Jul 15, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
▲ 0.88%
2
Close
Jul 08, 2025
Fidelity High Dividend ETF
6.84%
▲ 43.34%
14
Buy
Jul 04, 2025
Fidelity MSCI Information Technology Index ETF
9.07%
▲ 30.35%
10
Buy
Jul 04, 2025
Cipher Mining
0.81%
▲ 23.59%
2
Sell
Jul 04, 2025
AT&T
▲ 79.04%
19
Close
Jun 26, 2025
Astera Labs, Inc.
▼ 6.93%
2
Close
Jun 23, 2025
Golden Minerals Co
0.09%
▼ 36.08%
2
Buy
Jun 20, 2025
Bit Digital
0.2%
▲ 12.02%
1
Open
Jun 20, 2025