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The Forever Holding Company - New Portfolio
Oliver
The Forever Holding CompanyIndividual Investor
Ranked #369,450 out of 803,420 TipRanks' Investors
Success Rate
281 out of 552
profitable transactions
profitable transactions
Average Return
6.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.00%
6-Month Return▲ 17.83%
12-Month Return▲ 54.72%
YTD Return▲ 18.78%
Total Return▲ 325.64%
Best Trade
Bio
My portfolio to make the most out of the mess we are currently in
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 8.53%
Nov 2024
▲ 5.43%
▼ 2.41%
▲ 1.64%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 9.17%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.20%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.17%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.74%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 10.23%
May 2025
▲ 5.90%
▲ 2.03%
▲ 1.10%
Jun 2025
▲ 25.97%▲ 5.96%▲ 8.53%
▲ 5.43%▼ 2.41%▲ 1.64%
▲ 5.99%▲ 2.69%▲ 9.17%
▼ 12.86%▼ 1.27%▲ 2.20%
▼ 1.80%▼ 5.57%▼ 5.17%
▲ 1.76%▼ 0.87%▲ 0.74%
▲ 12.21%▲ 6.28%▲ 10.23%
▲ 5.90%▲ 2.03%▲ 1.10%
Recent Activity
AT&T
―
▲ 7.48%
14
Close
Dec 05, 2024
Daimler Truck Holding AG
32.8%
▲ 8.07%
1
Open
Dec 05, 2024
Mercedes-Benz Group
31.23%
▲ 5.91%
1
Open
Dec 05, 2024
Volkswagen
35.97%
▲ 18.89%
1
Open
Dec 05, 2024
Apple
―
▲ 2.49%
19
Close
Feb 14, 2024
Alphabet Class C
―
▲ 7.94%
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
―
▲ 2.02%
22
Close
Mar 26, 2023
International Business Machines
―
▲ 68.17%
3
Close
Mar 26, 2023
Schwab US Dividend Equity ETF
―
▲ 5.41%
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