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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #22,687 out of 806,884 TipRanks' Investors
Success Rate
77%
228 out of 295
profitable transactions
Average Return
33.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.96%
6-Month Return▲ 35.86%
12-Month Return▲ 56.17%
YTD Return▲ 35.63%
Total Return▲ 75.77%

Best Trade

Opened at
Closed at-
Gain▲ 1688.18%

Bio

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

Performance

16.20%0-16.20%
▲ 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
▲ 1.29%
▲ 0.46%
▲ 16.20%
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%
▲ 1.29%▲ 0.46%▲ 16.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BigBearai Holdings
0.62%
▲ 2.91%
2
Buy
Jul 07, 2025
Palantir Technologies
30.34%
▲ 528.82%
15
Sell
Jul 04, 2025
Fidelity High Dividend ETF
6.74%
▲ 37.03%
14
Buy
Jul 04, 2025
Fidelity MSCI Information Technology Index ETF
8.83%
▲ 22.99%
10
Buy
Jul 04, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
5.27%
▲ 2.80%
3
Buy
Jul 04, 2025
Cipher Mining
0.69%
▲ 1.94%
2
Sell
Jul 04, 2025
Pure Storage
2.23%
▲ 1.45%
2
Buy
Jun 28, 2025
AT&T
▲ 79.05%
19
Close
Jun 26, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
▲ 0.76%
1
Open
Jun 26, 2025
Astera Labs, Inc.
▼ 6.93%
2
Close
Jun 23, 2025
Golden Minerals Co
0.07%
▼ 52.47%
2
Buy
Jun 20, 2025
Bit Digital
0.28%
▲ 49.36%
1
Open
Jun 20, 2025
Fidelity Small Cap Index Fund
0.94%
▼ 1.48%
2
Buy
Jun 19, 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
Coca-Cola
7.04%
▲ 9.34%
18
Buy
Jun 11, 2025
Fidelity Enhanced Mid Cap ETF
▲ 2.47%
3
Close
Jun 10, 2025
Ambarella
▲ 2.94%
4
Close
Jun 06, 2025
Warner Bros
▼ 19.72%
5
Close
Jun 05, 2025