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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #23,633 out of 810,857 TipRanks' Investors
Success Rate
77%
232 out of 301
profitable transactions
Average Return
36.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.11%
6-Month Return▲ 33.50%
12-Month Return▲ 55.94%
YTD Return▲ 35.51%
Total Return▲ 75.62%

Best Trade

Opened at
Closed at-
Gain▲ 1908.23%

Bio

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

Performance

28.41%0-28.41%
▲ 5.10%
▼ 2.41%
▼ 2.61%
Dec 2024
▲ 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
▲ 28.41%
▲ 2.69%
▲ 16.11%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.61%
▲ 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%
▲ 28.41%▲ 2.69%▲ 16.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity Blue Chip Value ETF
8.41%
▲ 10.06%
8
Buy
Jul 30, 2025
Dan IVES Wedbush AI Revolution ETF
0.84%
0.00%
2
Buy
Jul 30, 2025
Global X NASDAQ 100 Covered Call ETF
▲ 0.12%
1
Close
Jul 25, 2025
BigBearai Holdings
0.75%
▼ 14.62%
3
Buy
Jul 23, 2025
Fidelity Small Cap Index Fund
▲ 0.30%
3
Close
Jul 17, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
5.73%
▲ 3.97%
4
Buy
Jul 17, 2025
ERShares Private-Public Crossover ETF
1.92%
▲ 10.55%
3
Buy
Jul 15, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
▲ 0.88%
2
Close
Jul 08, 2025
Palantir Technologies
34.23%
▲ 606.20%
15
Sell
Jul 04, 2025
Fidelity High Dividend ETF
6.81%
▲ 40.35%
14
Buy
Jul 04, 2025
Fidelity MSCI Information Technology Index ETF
9.09%
▲ 27.57%
10
Buy
Jul 04, 2025
Cipher Mining
0.64%
0.00%
2
Sell
Jul 04, 2025
Pure Storage
2.32%
▲ 7.30%
2
Buy
Jun 28, 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%
▼ 35.55%
2
Buy
Jun 20, 2025
Bit Digital
0.22%
▲ 25.75%
1
Open
Jun 20, 2025
Lsb Industries
▲ 14.39%
8
Close
Jun 18, 2025
Freightcar America
▲ 47.07%
2
Close
Jun 16, 2025
Carnival
▲ 17.21%
10
Close
Jun 12, 2025