The Forever Holding Company - New Portfolio
Oliver
The Forever Holding CompanyIndividual Investor
Ranked #427,981 out of 858,746 TipRanks' Investors
Success Rate
281 out of 552
profitable transactions
profitable transactions
Average Return
7.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.27%
6-Month Return▼ 1.03%
12-Month Return▲ 29.69%
YTD Return▼ 7.29%
Total Return▲ 368.30%
Best Trade
Bio
My portfolio to make the most out of the mess we are currently in
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.46%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.90%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.84%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.35%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.67%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 1.01%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 6.55%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 4.04%
Apr 2026
▲ 12.88%▲ 3.56%▲ 3.46%
▲ 10.96%▲ 2.38%▲ 4.90%
▼ 3.68%▲ 0.19%▲ 0.84%
▼ 0.10%▲ 0.08%▲ 1.35%
▲ 4.06%▲ 1.47%▼ 3.67%
▼ 1.10%▼ 0.86%▼ 1.01%
▲ 1.22%▼ 4.94%▼ 6.55%
▲ 5.30%▲ 3.95%▲ 4.04%
Recent Activity
AT&T
―
▲ 7.48%
14
Close
Dec 05, 2024
Daimler Truck Holding AG
36.1%
▲ 26.97%
1
Open
Dec 05, 2024
Mercedes-Benz Group
30.57%
▲ 10.71%
1
Open
Dec 05, 2024
Volkswagen
33.32%
▲ 17.59%
1
Open
Dec 05, 2024
Apple
―
▲ 5.82%
19
Close
Feb 14, 2024
Alphabet Class C
―
▲ 31.30%
7
Close
Feb 14, 2024
Honeywell International
―
▲ 3.48%
5
Close
Sep 15, 2023
Dow Inc
―
▲ 4.10%
6
Close
Sep 15, 2023
Danaher
―
▲ 9.82%
2
Close
Sep 15, 2023
Devon Energy
―
▼ 1.47%
7
Close
Jul 03, 2023
JD
―
▲ 6.00%
13
Close
Jun 01, 2023
AbbVie
―
▲ 0.10%
29
Close
May 19, 2023
Bank Of Montreal
―
▲ 3.06%
2
Close
May 19, 2023
Coca-Cola
―
▲ 4.40%
20
Close
May 11, 2023
Kraft Heinz
―
▲ 1.50%
22
Close
Mar 26, 2023
International Business Machines
―
▲ 53.27%
3
Close
Mar 26, 2023
Schwab US Dividend Equity ETF
―
▲ 5.42%
5
Close
Feb 19, 2023
Microsoft
―
▲ 3.38%
17
Close
Oct 17, 2022
Alphabet Class A
―
▲ 6.78%
8
Close
Oct 17, 2022
Weyerhaeuser
―
▲ 0.65%
6
Close
Oct 17, 2022