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Pendo Investments - New Portfolio

Steven Pendergrass

Pendo Investments
Individual Investor
Ranked #44,152 out of 769,291 TipRanks' Investors
Success Rate
73%
163 out of 223
profitable transactions
Average Return
18.32%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.18% PLTR
12.18% RSP
10.81% FDVV
10.03% KO
7.20% FTEC
41.60% Others
By Assets
47.69% Stocks
45.30% ETFs
4.50% Cash
2.51% Funds
0.00% Cryptocurrency
By Sector
50.06% General
18.67% Technology
12.37% Consumer Defensive
7.51% Communication Services
5.24% Industrials
6.16% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ARKK
ARKK
< ETF >
ARK Innovation ETF
$56.21
$1.44
(2.63%)
premium
388 Buy
170 Hold
37 Sell
Moderate Buy
premium
$6.45B
24.73%
AUMN
Golden Minerals Co
$0.27
$0.003
(1.19%)
premium
premium
$4.06M
-46.15%
FISMX
FISMX
< FUND >
Fidelity International Small Cap
$31.49
$0.13
(0.41%)
premium
premium
5.92%
GM
General Motors
$58.53
$2.85
(5.12%)
premium
10 Buy
6 Hold
2 Sell
Moderate Buy
premium
$61.23B
98.15%
KO
Coca-Cola
$63.92
$0.16
(0.25%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$274.67B
9.14%
MBIO
Mustang Bio
$0.21
$0.003
(1.35%)
premium
premium
$9.93M
-86.73%
MITK
Mitek Systems
$9.34
$0.24
(2.64%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$420.45M
-15.55%
PG
Procter & Gamble
$176.28
$3.53
(2.04%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$406.83B
14.39%
PLTR
Palantir Technologies
$64.35
$2.99
(4.87%)
premium
3 Buy
7 Hold
6 Sell
Hold
premium
$139.78B
211.63%
RSP
RSP
< ETF >
Invesco S&P 500 Equal Weight ETF
$185.53
$1.45
(0.79%)
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$70.86B
24.10%
T
AT&T
$23.18
$0.2
(0.87%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$164.89B
42.12%
WBD
Warner Bros
$10.11
$0.12
(1.17%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$25.10B
-4.03%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$52.35
$0.22
(0.42%)
premium
873 Buy
591 Hold
60 Sell
Moderate Buy
premium
$4.14B
28.90%
WBA
Walgreens Boots Alliance
$8.66
$0.36
(4.34%)
premium
2 Buy
6 Hold
3 Sell
Hold
premium
$7.18B
-59.88%
F
Ford Motor
$11.18
$0.38
(3.52%)
premium
4 Buy
9 Hold
1 Sell
Hold
premium
$42.92B
5.26%
FTEC
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$184.90
$0.65
(0.35%)
premium
2K Buy
978 Hold
125 Sell
Moderate Buy
premium
$12.75B
33.21%
FHLC
FHLC
< ETF >
Fidelity MSCI Health Care Index ETF
$68.54
$0.08
(0.12%)
premium
2K Buy
834 Hold
85 Sell
Moderate Buy
premium
$2.75B
11.13%
FBCV
FBCV
< ETF >
Fidelity Blue Chip Value ETF
$33.81
$0.25
(0.74%)
premium
709 Buy
427 Hold
41 Sell
Moderate Buy
premium
$126.57M
20.15%
IHAK
IHAK
< ETF >
iShares Cybersecurity & Tech ETF
$50.31
$0.301
(0.6%)
premium
219 Buy
143 Hold
9 Sell
Hold
premium
$921.99M
22.59%
PL
Planet Labs PBC
$3.51
$0.19
(5.72%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$974.34M
38.33%
LIFW
MSP Recovery
$1.92
$0.44
(29.73%)
premium
premium
$186.43M
-98.84%
XOVR
XOVR
< ETF >
ERShares Private-Public Crossover ETF
$18.50
$0.31
(1.7%)
premium
461 Buy
165 Hold
27 Sell
Moderate Buy
premium
$118.72M
53.07%
MJ
MJ
< ETF >
ETFMG Alternative Harvest ETF
$2.52
$0.02
(0.79%)
premium
premium
$178.21M
-17.89%
BA
Boeing
$149.29
$5.88
(4.1%)
premium
15 Buy
6 Hold
2 Sell
Moderate Buy
premium
$107.21B
-34.79%