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The Forever Holding Company - New Portfolio

Oliver

The Forever Holding Company
Individual Investor
Ranked #373,430 out of 781,348 TipRanks' Investors
Success Rate
51%
281 out of 552
profitable transactions
Average Return
4.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.37%
6-Month Return▲ 28.80%
12-Month Return▲ 73.02%
YTD Return▲ 5.10%
Total Return▲ 273.93%

Best Trade

Opened at
Closed at-
Gain▲ 717.34%

Bio

My portfolio to make the most out of the mess we are currently in

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.88%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.52%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.84%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.02%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.46%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.95%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 5.10%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.88%
▲ 8.13%▲ 1.21%▲ 6.52%
▼ 13.14%▲ 2.34%▲ 3.70%
▲ 2.93%▲ 2.10%▲ 4.84%
▲ 10.00%▼ 0.89%▼ 0.02%
▲ 26.04%▲ 5.96%▲ 8.46%
▲ 5.93%▼ 2.41%▲ 0.95%
▲ 6.90%▲ 1.96%▲ 5.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
▲ 7.48%
14
Close
Dec 05, 2024
Daimler Truck Holding AG
32.61%
▲ 6.78%
1
Open
Dec 05, 2024
Mercedes-Benz Group
32.18%
▲ 5.00%
1
Open
Dec 05, 2024
Volkswagen
35.21%
▲ 14.70%
1
Open
Dec 05, 2024
Apple
▲ 3.77%
19
Close
Feb 14, 2024
Alphabet Class C
▲ 11.42%
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
▲ 2.44%
22
Close
Mar 26, 2023
International Business Machines
▲ 41.29%
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