Portfolio of Baloonlim on eToro

Baloonlim

🇲🇾 Stock and ETF Investor.

1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+8.93%

This Month

-3.6%

Year To Date

+42.27%

2 Years

+100.37%

5 Years

+784.39%

10 Years

+39.25%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
34.93%
🍞 Consumer Non Durables
17.56%
🖥️ Technology Services
16.71%
📊 ETFs
15.86%
🪙 Cryptocurrencies
9.97%
💼 Commercial Services
3.84%
💵 Cash
2.26%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
20.55%
🇫🇷 Euronext Paris
19.14%
🇬🇧 LSE
17.56%
🇺🇸 NYSE
15.86%
🇨🇭 SIX
15.79%
🌍 Digital Currency
9.97%

Countries Breakdown

Country
Total

🇨🇭 Switzerland
33.35%
🇺🇸 United States
20.55%
🇫🇷 France
19.14%

Dividends

Dividend Yield

2.35%

4 out of 7 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $CS.PA (5.44%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	1.04%	5.44%	$1.98
SREN.ZU	0.75%	4.74%	$6.22
CCH.L	0.41%	2.36%	$0.79
MSFT	0.14%	0.84%	$3

Next Dividends

Stock	Type	Date	Pay Per Share
CS.PA	Ex-Dividend	May 11, 2026	$2.74
CS.PA	Pay Day	May 13, 2026	$2.74
CCH.L	Ex-Dividend	May 14, 2026	$1.40
MSFT	Ex-Dividend	May 21, 2026	$0.91
CCH.L	Pay Day	Jun 9, 2026	$1.40
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 8.6/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.95

0.5

1.5

Sortino Ratio

3.2

Jensen's Alpha

29.41

-2

Omega Ratio

2.25

1.5

Treynor Ratio

4.31

0.75

1.25

Information Ratio

0.67

0.3

0.6

Calmar Ratio

1.56

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.95

0.5

1.5

Sortino Ratio

3.2

Jensen's Alpha

29.41

-2

Omega Ratio

2.25

1.5

Treynor Ratio

4.31

0.75

1.25

Information Ratio

0.67

0.3

0.6

Calmar Ratio

1.56

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.28

High:

MSFT

26.45

Low:

VERI

-1.19

Details

PEG Ratio

64.67

High:

CCH.L

121.82

Low:

VERI

-3.5

Details

Price/Book

6.98

High:

MSFT

8.04

Low:

SREN.ZU

1.95

Details

Price/Sales

6.53

High:

MSFT

10.33

Low:

CS.PA

0.82

Details

19.1

High:

MSFT

22.48

Low:

CS.PA

Details

Price/FCF

48.14

High:

MSFT

69.19

Low:

CS.PA

5.27

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-22.72%	Jan 2022	Jun 2023	17
-17.22%	Sep 2019	Mar 2020	6
-15.86%	Nov 2025	-	6
-10.41%	Sep 2020	Nov 2020	2
-6.14%	Apr 2024	May 2024	1
-4.87%	Sep 2021	Oct 2021	1
-3.73%	Jan 2021	Feb 2021	1
-2.74%	Nov 2021	Dec 2021	1
-2.67%	Aug 2023	Nov 2023	3
-2.16%	Aug 2025	Sep 2025	1
-1.33%	Jun 2020	Aug 2020	2
-1.2%	Oct 2024	Nov 2024	1
-0.93%	Dec 2024	Jan 2025	1
-0.17%	Feb 2025	Mar 2025	1
-0.08%	Jun 2024	Jul 2024	1

Monthly Performance

Portfolio of Baloonlim on eToro

Baloonlim

🇲🇾 Stock and ETF Investor.

1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

+8.93%

This Month

-3.6%

Year To Date

+42.27%

2 Years

+100.37%

5 Years

+784.39%

10 Years

+39.25%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
34.93%
🍞 Consumer Non Durables
17.56%
🖥️ Technology Services
16.71%
📊 ETFs
15.86%
🪙 Cryptocurrencies
9.97%
💼 Commercial Services
3.84%
💵 Cash
2.26%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
20.55%
🇫🇷 Euronext Paris
19.14%
🇬🇧 LSE
17.56%
🇺🇸 NYSE
15.86%
🇨🇭 SIX
15.79%
🌍 Digital Currency
9.97%

Countries Breakdown

Country
Total

🇨🇭 Switzerland
33.35%
🇺🇸 United States
20.55%
🇫🇷 France
19.14%

Dividends

Dividend Yield

2.35%

4 out of 7 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $CS.PA (5.44%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
CS.PA	1.04%	5.44%	$1.98
SREN.ZU	0.75%	4.74%	$6.22
CCH.L	0.41%	2.36%	$0.79
MSFT	0.14%	0.84%	$3

Next Dividends

Stock	Type	Date	Pay Per Share
CS.PA	Ex-Dividend	May 11, 2026	$2.74
CS.PA	Pay Day	May 13, 2026	$2.74
CCH.L	Ex-Dividend	May 14, 2026	$1.40
MSFT	Ex-Dividend	May 21, 2026	$0.91
CCH.L	Pay Day	Jun 9, 2026	$1.40
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 8.6/10

Beta

0.63

0.8

1.2

Sharpe Ratio

0.95

0.5

1.5

Sortino Ratio

3.2

Jensen's Alpha

29.41

-2

Omega Ratio

2.25

1.5

Treynor Ratio

4.31

0.75

1.25

Information Ratio

0.67

0.3

0.6

Calmar Ratio

1.56

0.3

0.6

Beta

0.63

0.8

1.2

Sharpe Ratio

0.95

0.5

1.5

Sortino Ratio

3.2

Jensen's Alpha

29.41

-2

Omega Ratio

2.25

1.5

Treynor Ratio

4.31

0.75

1.25

Information Ratio

0.67

0.3

0.6

Calmar Ratio

22.48

Low:

CS.PA

Details

Price/FCF

48.14

High:

MSFT

69.19

Low:

CS.PA

5.27

Details

P/E Ratio

24.28

High:

MSFT

26.45

Low:

VERI

-1.19

Details

PEG Ratio

64.67

High:

CCH.L

121.82

Low:

VERI

-3.5

Details

Price/Book

6.98

High:

MSFT

8.04

Low:

SREN.ZU

1.95

Details

Price/Sales

6.53

High:

MSFT

10.33

Low:

CS.PA

0.82

Details

Price/CF

19.1

High:

MSFT

22.48

Low:

CS.PA

Details

Price/FCF

48.14

High:

MSFT

69.19

Low:

CS.PA

5.27

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-22.72%	Jan 2022	Jun 2023	17
-17.22%	Sep 2019	Mar 2020	6
-15.86%	Nov 2025	-	6
-10.41%	Sep 2020	Nov 2020	2
-6.14%	Apr 2024	May 2024	1
-4.87%	Sep 2021	Oct 2021	1
-3.73%	Jan 2021	Feb 2021	1
-2.74%	Nov 2021	Dec 2021	1
-2.67%	Aug 2023	Nov 2023	3
-2.16%	Aug 2025	Sep 2025	1
-1.33%	Jun 2020	Aug 2020	2
-1.2%	Oct 2024	Nov 2024	1
-0.93%	Dec 2024	Jan 2025	1
-0.17%	Feb 2025	Mar 2025	1
-0.08%	Jun 2024	Jul 2024	1