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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #39,950 out of 834,054 TipRanks' Investors
Success Rate
74%
274 out of 371
profitable transactions
Average Return
39.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.18%
6-Month Return▲ 27.04%
12-Month Return▲ 44.12%
YTD Return▲ 46.85%
Total Return▲ 90.03%

Best Trade

Opened at
Closed at-
Gain▲ 2325.58%

Bio

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

Performance

15.42%0-15.42%
▲ 11.63%
▲ 6.28%
▲ 13.41%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 15.42%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.95%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.05%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.50%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 5.11%
Nov 2025
▲ 1.55%
▲ 1.31%
▼ 0.18%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 13.41%
▲ 9.25%▲ 5.14%▲ 5.32%
▲ 7.60%▲ 2.30%▲ 15.42%
▲ 2.76%▲ 2.05%▲ 1.95%
▲ 12.88%▲ 3.56%▲ 8.05%
▲ 10.96%▲ 2.38%▲ 4.50%
▼ 3.57%▲ 0.19%▼ 5.11%
▲ 1.55%▲ 1.31%▼ 0.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kimberly Clark
0.78%
▼ 2.84%
2
Buy
Dec 24, 2025
Planet Labs PBC
1.8%
▲ 295.14%
7
Sell
Dec 23, 2025
Defiance Drone and Modern Warfare ETF
▼ 3.41%
2
Close
Dec 23, 2025
AGNC Investment
0.34%
▲ 2.38%
2
Buy
Dec 23, 2025
US Bancorp
▲ 11.09%
2
Close
Dec 23, 2025
Invesco S&P 500 Equal Weight Income Advantage ETF
▲ 0.12%
2
Close
Dec 23, 2025
Starbucks
0.00%
2
Close
Dec 22, 2025
ERShares Private-Public Crossover ETF
2.22%
▲ 7.81%
6
Buy
Dec 18, 2025
Dan IVES Wedbush AI Revolution ETF
3.62%
▲ 9.51%
7
Buy
Dec 11, 2025
Arista Networks
▼ 3.46%
4
Close
Dec 10, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
8.2%
▲ 9.10%
12
Sell
Dec 04, 2025
Sana Biotechnology
0%
▲ 2.56%
1
Open
Nov 28, 2025
Opendoor Technologies
0.4%
▼ 31.11%
3
Buy
Nov 26, 2025
Coca-Cola
2.17%
▲ 7.67%
23
Buy
Nov 21, 2025
Bit Digital
0.19%
▼ 6.97%
2
Buy
Nov 21, 2025
Pfizer
0.78%
▲ 0.20%
1
Open
Nov 21, 2025
Fidelity High Dividend ETF
4.41%
▲ 46.03%
17
Sell
Nov 18, 2025
Fidelity MSCI Information Technology Index ETF
5.68%
▲ 38.00%
12
Sell
Nov 18, 2025
NuScale Power
1.84%
▼ 34.27%
8
Buy
Nov 18, 2025
Greenbrier
1.46%
▲ 4.71%
4
Buy
Nov 12, 2025