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The Forever Holding Company - New Portfolio
Oliver
The Forever Holding CompanyIndividual Investor
Ranked #420,080 out of 833,195 TipRanks' Investors
Success Rate
281 out of 552
profitable transactions
profitable transactions
Average Return
8.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.75%
6-Month Return▲ 24.04%
12-Month Return▲ 42.56%
YTD Return▲ 43.61%
Total Return▲ 414.61%
Best Trade
Bio
My portfolio to make the most out of the mess we are currently in
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 10.23%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.53%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.06%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.36%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.47%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.90%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.83%
Nov 2025
▼ 1.96%
▼ 0.12%
▲ 2.27%
Dec 2025
▲ 11.63%▲ 6.28%▲ 10.23%
▲ 9.25%▲ 5.14%▲ 2.53%
▲ 7.60%▲ 2.30%▲ 3.06%
▲ 2.76%▲ 2.05%▲ 3.36%
▲ 12.88%▲ 3.56%▲ 3.47%
▲ 10.96%▲ 2.38%▲ 4.90%
▼ 3.57%▲ 0.19%▲ 0.83%
▼ 1.96%▼ 0.12%▲ 2.27%
Recent Activity
AT&T
―
▲ 7.48%
14
Close
Dec 05, 2024
Daimler Truck Holding AG
29.58%
▲ 6.20%
1
Open
Dec 05, 2024
Mercedes-Benz Group
32.95%
▲ 21.80%
1
Open
Dec 05, 2024
Volkswagen
37.47%
▲ 34.96%
1
Open
Dec 05, 2024
Apple
―
▲ 6.62%
19
Close
Feb 14, 2024
Alphabet Class C
―
▲ 30.21%
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
―
▲ 1.77%
22
Close
Mar 26, 2023
International Business Machines
―
▲ 77.93%
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