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The Forever Holding Company - New Portfolio
Oliver
The Forever Holding CompanyIndividual Investor
Ranked #326,419 out of 747,525 TipRanks' Investors
Success Rate
278 out of 549
profitable transactions
profitable transactions
Average Return
2.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.12%
6-Month Return▲ 34.54%
12-Month Return▲ 55.67%
YTD Return▲ 39.17%
Total Return▲ 187.86%
Best Trade
Bio
My portfolio to make the most out of the mess we are currently in
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 2.58%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.03%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 12.28%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.88%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.58%
Jul 2024
▲ 5.14%▲ 4.57%▲ 2.58%
▼ 1.87%▲ 1.59%▲ 3.03%
▲ 14.08%▲ 5.22%▲ 12.28%
▲ 5.05%▲ 3.27%▲ 5.81%
▼ 12.40%▼ 4.03%▲ 0.95%
▲ 11.46%▲ 5.06%▲ 5.69%
▼ 2.25%▲ 3.53%▲ 3.88%
▲ 25.65%▲ 0.88%▲ 2.58%
Recent Activity
Apple
―
▲ 3.83%
19
Close
Feb 14, 2024
AT&T
100%
▲ 3.11%
13
Close
Feb 14, 2024
Alphabet Class C
―
▲ 7.90%
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
―
▲ 3.14%
22
Close
Mar 26, 2023
International Business Machines
―
▲ 24.54%
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
SoFi Technologies
―
▼ 17.68%
5
Close
Oct 17, 2022
Synchrony Financial
―
▼ 4.74%
5
Close
Oct 17, 2022
Capital One Financial
―
0.00%
2
Close
Oct 17, 2022