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The Forever Holding Company
- New Portfolio
Performance
Portfolio Details
Oliver
The Forever Holding Company
Individual Investor
Ranked #357,900 out of 775,923 TipRanks' Investors
Success Rate
51%
280 out of 552
profitable transactions
Average Return
4.38%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 3.68%
6-Month Return
▲ 29.13%
12-Month Return
▲ 76.13%
YTD Return
▲ 74.28%
Total Return
▲ 260.50%
Best Trade
Asset
Palantir Te... (PLTR)
Opened at
Jun 03, 2022
Closed at
-
Gain
▲ 801.01%
Bio
My portfolio to make the most out of the mess we are currently in
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
43.22%
0
-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.87%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.52%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.84%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.20%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.46%
Nov 2024
▼ 0.45%
▼ 1.56%
▲ 2.07%
Dec 2024
TipRanks Average
S&P 500
Investor Portfolio
▲ 11.46%
▲ 5.06%
▲ 5.69%
▼ 2.25%
▲ 3.53%
▲ 3.87%
▲ 25.71%
▲ 1.21%
▲ 6.52%
▼ 4.22%
▲ 2.34%
▲ 3.70%
▲ 7.82%
▲ 2.10%
▲ 4.84%
▲ 5.38%
▼ 0.89%
▲ 0.20%
▲ 43.22%
▲ 5.96%
▲ 8.46%
▼ 0.45%
▼ 1.56%
▲ 2.07%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
T
AT&T
―
▲ 7.22%
14
Close
Dec 05, 2024
DTG
Daimler Truck Holding AG
32.26%
▼ 0.11%
1
Open
Dec 05, 2024
MBG
Mercedes-Benz Group
32.43%
▲ 0.13%
1
Open
Dec 05, 2024
VOW3
Volkswagen
35.3%
▲ 8.06%
1
Open
Dec 05, 2024
AAPL
Apple
―
▲ 5.50%
19
Close
Feb 14, 2024
GOOG
Alphabet Class C
―
▲ 10.28%
7
Close
Feb 14, 2024
HON
Honeywell International
―
▲ 3.48%
5
Close
Sep 15, 2023
DOW
Dow Inc
―
▲ 4.10%
6
Close
Sep 15, 2023
DHR
Danaher
―
▲ 9.82%
2
Close
Sep 15, 2023
DVN
Devon Energy
―
▼ 1.47%
7
Close
Jul 03, 2023
JD
JD
―
▲ 6.00%
13
Close
Jun 01, 2023
ABBV
AbbVie
―
▲ 0.10%
29
Close
May 19, 2023
BMO
Bank Of Montreal
―
▲ 3.06%
2
Close
May 19, 2023
KO
Coca-Cola
―
▲ 4.40%
20
Close
May 11, 2023
KHC
Kraft Heinz
―
▲ 2.66%
22
Close
Mar 26, 2023
IBM
International Business Machines
―
▲ 40.93%
3
Close
Mar 26, 2023
SCHD
Schwab US Dividend Equity ETF
―
▲ 5.42%
5
Close
Feb 19, 2023
MSFT
Microsoft
―
▲ 3.38%
17
Close
Oct 17, 2022
GOOGL
Alphabet Class A
―
▲ 6.78%
8
Close
Oct 17, 2022
WY
Weyerhaeuser
―
▲ 0.65%
6
Close
Oct 17, 2022
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