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Baloonlim
🇲🇾 Software, Financial Services, Consumable Goods, and Other Investor.
1 copier.

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

Cash Allocation

Range

Highest Cash
May 6, 2025
Lowest Cash
February 22, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
6 instruments
January 2, 2023
Least Diversified
6 instruments
January 2, 2023
Average
6 instruments

Most Consistent Holdings

Top 5

avatarMSFT
100%
avatarCS.PA
100%
avatarSREN.ZU
100%
avatarCCH.L
100%
avatarVOO
100%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
February 22, 2024
Lowest Exposure
May 6, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
37.37%
Technology Services
21.37%
ETFs
16.12%
Consumer Non Durables
14.28%
Cryptocurrencies
8.91%

Top Countries

Top 5

🇨🇭Switzerland
31.8%
🇺🇸United States
21.37%
🇫🇷France
19.86%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
21.37%18.07%100%-
AXAAXA (CS.PA)
19.86%18.21%100%-
Swiss ReSwiss Re (SREN.ZU)
17.52%17.31%100%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
16.12%13.05%100%-
Coca Cola HellenicCoca Cola Hellenic (CCH.L)
14.28%15.79%100%-
BitcoinBitcoin (BTC)
8.91%14.62%100%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
MicrosoftMicrosoft (MSFT)
17.27%20.09%
Swiss ReSwiss Re (SREN.ZU)
17.27%17.61%
AXAAXA (CS.PA)
17.27%17.41%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
17.27%15.75%
BitcoinBitcoin (BTC)
10.31%14.65%
Coca Cola HellenicCoca Cola Hellenic (CCH.L)
17.27%12.51%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments