Helena Wright
Helena Wright @Moonwater
Portfolio
Market (24)
Direction
Invested
P/L(%)
Value
Sell
Buy
Last updated on: 16/04/2026
VGSH
VGSH
Vanguard Short-Term Treasury Index Fund
Long
30.39%
-0.35%
21.72%
58.48
58.49
VOO
VOO
Vanguard S&P 500 ETF
Long
12.10%
59.14%
13.82%
643.40
643.46
AMZN
AMZN
Amazon.com Inc
Long
6.05%
60.05%
6.95%
247.16
247.50
GOOG
GOOG
Alphabet
Long
6.05%
177.54%
12.04%
334.77
334.92
MSFT
MSFT
Microsoft
Long
6.05%
61.32%
7.00%
417.61
417.65
AAPL
AAPL
Apple
Long
6.05%
117.13%
9.42%
266.09
266.16
PEP
PEP
PepsiCo
Long
5.23%
2.27%
3.83%
154.71
155.12
V
V
Visa
Long
2.90%
13.91%
2.37%
315.38
315.91
BARC.L
BARC.L
Barclays
Long
2.66%
39.62%
2.66%
442.55
442.60
CVX.US
CVX.US
Chevron
Long
2.32%
27.55%
2.13%
184.71
185.25
MA
MA
Mastercard
Long
1.94%
32.30%
1.84%
519.00
522.00
BRK.B
BRK.B
Berkshire Hathaway Inc
Long
1.74%
2.73%
1.28%
474.62
476.00
CB
CB
Chubb Corp
Long
1.65%
17.14%
1.38%
325.33
328.80
JPM
JPM
JPMorgan Chase & Co
Long
1.45%
73.98%
1.81%
305.00
306.34
STZ
STZ
Constellation Brands Inc
Long
1.35%
-5.90%
0.91%
163.63
166.00
GOOGL
GOOGL
Alphabet Inc Class A
Long
1.21%
135.52%
2.04%
337.34
337.48
LMT
LMT
Lockheed Martin Corporation
Long
1.16%
55.16%
1.29%
608.47
611.10
POOL
POOL
Pool Corp.
Long
0.97%
-22.24%
0.54%
225.26
229.93
KO
KO
Coca-Cola
Long
0.97%
9.56%
0.76%
75.28
75.46
BA
BA
Boeing
Long
0.97%
-11.49%
0.61%
223.00
224.74
GS
GS
Goldman Sachs Group Inc
Long
0.97%
50.23%
1.04%
899.25
914.99
MNST
MNST
Monster Beverage Corp
Long
0.48%
53.32%
0.53%
74.65
75.98
BAC
BAC
Bank of America Corp
Long
0.48%
37.29%
0.48%
54.12
54.32
OXY
OXY
Occidental Petroleum Corp
Long
0.39%
17.00%
0.32%
55.95
56.05
Balance
4.47%
Balance