الأداء
الكل

9.37%2026
2026
15.67%2025
2025
18.80%2024
2024
49.70%2023
2023
-28.51%2022
2022
41.37%2021
2021
42.55%2020
2020
49.7%0%-49.7%
Helena Wright
Helena Wright
جنوب افريقيا
Keeping an eye on $JPM (JPMorgan Chase & Co). My long position is up +91.67% and the stock has kept climbing on the back of last week’s earnings beat, where JPMorgan highlighted stronger-than-expected net interest income and continued growth in its consumer and investment-banking arms. In my view,... عرض المزيد ترجم
undefined logo
JPM
JPMorgan Chase & Co
336.11
0.5800 (0.17%)
Helena Wright
Helena Wright
جنوب افريقيا
Just checked my LONG position in $STZ (Constellation Brands Inc) (Constellation Brands). The shares have pulled back sharply, with my entry now sitting at -34%, after the company flagged softer US beer volumes in its latest update and broader consumer spending on premium alcohol remained muted. 📉 In... عرض المزيد ترجم
undefined logo
STZ
Constellation Brands Inc
128.29
-1.29 (-1.00%)
Helena Wright
Helena Wright
جنوب افريقيا
September has been modestly positive for the portfolio, with month-to-date performance at +0.57%. The key driver was the Federal Reserve’s anticipated 25bp rate hike today—the first since 2023—amid sticky inflation (August core $CPI +0.3% vs. 0.2% expected) and elevated oil prices from Middle East tensions... عرض المزيد ترجم
Helena Wright
Helena Wright
جنوب افريقيا
𝗧𝗵𝗲 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗣𝗶𝘃𝗼𝘁: 𝗛𝗼𝘄 𝗖𝗼𝗽𝗽𝗲𝗿 𝗜𝘀 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗕𝗛𝗣'𝘀 𝗕𝗼𝘁𝘁𝗼𝗺 𝗟𝗶𝗻𝗲 BHP is the world's largest mining company, extracting essential commodities like iron ore, copper, metallurgical coal, and potash. Its key operating regions are... عرض المزيد ترجم
Helena Wright
Helena Wright
جنوب افريقيا
@abzzto_974 𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝘁𝗼 𝘁𝗵𝗲 𝘁𝗲𝗮𝗺! Thank you for choosing to copy my portfolio. I’m excited to have you along for the journey! 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗘𝘅𝗽𝗲𝗰𝘁 • Strategy: A long-term, value-oriented approach focusing on well-established companies with strong fundamentals. • Metrics: Investment... عرض المزيد ترجم
Helena Wright
Helena Wright
جنوب افريقيا
📉 𝗣𝗮𝘀𝘁 𝗪𝗲𝗲𝗸 𝗥𝗲𝗰𝗮𝗽: 𝗧𝗲𝗰𝗵 𝗣𝗿𝗲𝘀𝘀𝘂𝗿𝗲 & 𝗘𝗻𝗲𝗿𝗴𝘆 𝗦𝘂𝗿𝗴𝗲 Markets ended the week on a cautious note, with the S&P 500 down ~0.6% and the Nasdaq dropping ~2.1%. We saw a noticeable rotation out of high-flying growth and tech stocks into defensive and cyclical sectors. 𝙏𝙚𝙘𝙝... عرض المزيد ترجم
Helena Wright
Helena Wright
جنوب افريقيا
𝗪𝗵𝗲𝗻 𝗚𝗼𝗼𝗱 𝗡𝗲𝘄𝘀 𝗜𝘀𝗻'𝘁 𝗘𝗻𝗼𝘂𝗴𝗵 📊 It was a tough week for the big indices. With volatility ticking up, risk management is more critical than ever. 𝙏𝙚𝙘𝙝 – Massive capital expenditure plans raised jitters about whether heavy AI investments will translate to immediate returns... عرض المزيد ترجم
Helena Wright
Helena Wright
جنوب افريقيا
Dear Copiers and Followers 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝘁𝗼𝗺𝗼𝗿𝗿𝗼𝘄'𝘀 𝗴𝗿𝗼𝘄𝘁𝗵 𝗼𝗿 𝘁𝗼𝗱𝗮𝘆'𝘀 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄? 𝘚𝘦𝘦 𝘵𝘩𝘦 𝘤𝘰𝘮𝘱𝘢𝘳𝘪𝘴𝘰𝘯 𝘣𝘦𝘵𝘸𝘦𝘦𝘯 𝘴𝘵𝘢𝘯𝘥𝘢𝘳𝘥 𝘌𝘛𝘍𝘴 𝘢𝘯𝘥 𝘩𝘪𝘨𝘩-𝘥𝘪𝘷𝘪𝘥𝘦𝘯𝘥 𝘌𝘛𝘍𝘴 𝘪𝘯 𝘵𝘩𝘦 𝘵𝘢𝘣𝘭𝘦 𝘣𝘦𝘭𝘰𝘸. Standard... عرض المزيد ترجم
Helena Wright
Helena Wright
جنوب افريقيا
📉 𝙈𝙎𝙁𝙏: 𝙏𝙝𝙚 "𝘾𝙖𝙥𝙚𝙭 𝙍𝙚-𝙥𝙧𝙞𝙘𝙞𝙣𝙜" 𝘿𝙞𝙥 — 𝘾𝙧𝙞𝙨𝙞𝙨 𝙤𝙧 𝙂𝙚𝙣𝙚𝙧𝙖𝙩𝙞𝙤𝙣-𝘿𝙚𝙛𝙞𝙣𝙞𝙣𝙜 𝘽𝙪𝙮? We just witnessed one of the roughest months for Microsoft ($MSFT (Microsoft)) in years, with the stock more than 20% down into a textbook bear market. If you look... عرض المزيد ترجم
Helena Wright
Helena Wright
جنوب افريقيا
Dear Copiers and Followers This month I'm covering Meta balancing between near-term financial dominance and long-term AI execution risk. 𝗜𝘀 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗺𝗶𝘀𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗳𝗼𝗿𝗲𝘀𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝘁𝗿𝗲𝗲𝘀 𝗼𝗻 𝗠𝗲𝘁𝗮? 𝗛𝗲𝗿𝗲 𝗶𝘀 𝘄𝗵𝘆 𝗜 𝘁𝗵𝗶𝗻𝗸 𝘁𝗵𝗲 𝗰𝘂𝗿𝗿𝗲𝗻𝘁... عرض المزيد ترجم

نبذة Helena Wright
جنوب افريقيا
استراتيجية: استراتيجيات متعددة

Chartered Accountant investing in established companies with long-term growth potential.
عرض السيرة الذاتية الكاملة ترجم
1.3K الناسخون
7.1K المتابعون