Helena Wright
Helena Wright@Moonwater
Portfolio
Market (24)
Direction
Invested
P/L(%)
Value
Sell
Buy
Last updated on: 22/05/2025
VOO
VOO
Vanguard S&P 500 ETF
Long
14.85%
33.03%
15.80%
S
538.25
B
538.28
AMZN
AMZN
Amazon.com Inc
Long
7.43%
32.16%
7.85%
S
204.11
B
204.13
MSFT
MSFT
Microsoft
Long
7.43%
76.30%
10.47%
S
456.39
B
456.43
GOOG
GOOG
Alphabet
Long
7.43%
44.13%
8.56%
S
173.84
B
173.85
AAPL
AAPL
Apple
Long
7.43%
64.70%
9.78%
S
201.84
B
201.86
VGSH
VGSH
Vanguard Short-Term Treasury Index Fund
Long
4.75%
-0.19%
3.79%
S
58.47
B
58.48
CVX
CVX
Chevron
Long
2.85%
-6.44%
2.13%
S
135.50
B
135.51
V
V
Visa
Long
2.38%
43.87%
2.73%
S
359.64
B
359.74
PEP
PEP
PepsiCo
Long
2.38%
-21.83%
1.48%
S
130.58
B
130.60
MA
MA
Mastercard
Long
2.38%
45.89%
2.77%
S
572.34
B
572.64
BRK.B
BRK.B
Berkshire Hathaway Inc
Long
2.14%
9.57%
1.87%
S
506.32
B
506.42
BARC.L
BARC.L
Barclays
Long
2.07%
11.78%
1.85%
S
325.55
B
325.65
JPM
JPM
JPMorgan Chase & Co
Long
1.78%
49.39%
2.13%
S
261.90
B
261.98
GOOGL
GOOGL
Alphabet Inc Class A
Long
1.48%
20.49%
1.43%
S
172.57
B
172.58
LMT
LMT
Lockheed Martin Corporation
Long
1.43%
20.17%
1.37%
S
471.25
B
471.45
RR.L
RR.L
Rolls-Royce
Long
1.19%
61.70%
1.54%
S
836.6000
B
836.8000
GS
GS
Goldman Sachs Group Inc
Long
1.19%
0.45%
0.95%
S
601.29
B
601.55
BA
BA
Boeing
Long
1.19%
-18.95%
0.77%
S
204.20
B
204.27
CB
CB
Chubb Corp
Long
0.83%
3.89%
0.69%
S
288.25
B
288.38
MNST
MNST
Monster Beverage Corp
Long
0.59%
29.74%
0.62%
S
63.17
B
63.18
BAC
BAC
Bank of America Corp
Long
0.59%
10.38%
0.52%
S
43.51
B
43.52
OXY
OXY
Occidental Petroleum Corp
Long
0.48%
-14.03%
0.33%
S
41.11
B
41.12
ANSS
ANSS
ANSYS
Long
0.48%
-8.40%
0.35%
S
344.66
B
345.04
STZ
STZ
Constellation Brands Inc.
Long
0.48%
3.81%
0.39%
S
185.17
B
185.26
Balance
24.81%
Balance