MB
Matthieu Balmer Portfolio
Invests via Climber Capital SA | Managed by Matthieu Balmer
Invests via Climber Capital SA
Managed by Matthieu Balmer
Automatically Tracked
Matthieu Balmer Profile
Seasoned investor and operator focused on growth-stage technology and financial services, Matthieu Balmer brings experience in capital allocation, portfolio company scaling, and strategic M&A. He has worked across asset management, private equity, and corporate development roles, advising on fundraising and go-to-market execution. Market-oriented, emphasizes data-driven underwriting, partnership-led expansions, and value creation through operational governance.
Seasoned investor and operator focused on growth-stage technology and financial services, Matthieu Balmer brings experience in capital allocation, portfolio company scaling, and strategic M&A. He has worked across asset management, private equity, and corporate development roles, advising on fundraising and go-to-market execution. Market-oriented, emphasizes data-driven underwriting, partnership-led expansions, and value creation through operational governance.
Investment Philosophy & Strategy
Focuses on growth-stage technology and financial services companies, prioritizing data-driven underwriting, unit-economics discipline, and scalable go-to-market models. Prefers partnership-led investments where active governance and operational playbooks accelerate revenue and margin expansion. Capital allocation favors concentrated, conviction stakes with a multi-year horizon, staged financing to de-risk, and opportunistic strategic M&A to build category leadership. Risk management emphasizes downside protection through covenants, board oversight, and performance-linked milestones.
Focuses on growth-stage technology and financial services companies, prioritizing data-driven underwriting, unit-economics discipline, and scalable go-to-market models. Prefers partnership-led investments where active governance and operational playbooks accelerate revenue and margin expansion. Capital allocation favors concentrated, conviction stakes with a multi-year horizon, staged financing to de-risk, and opportunistic strategic M&A to build category leadership. Risk management emphasizes downside protection through covenants, board oversight, and performance-linked milestones.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
3.34%
Gain
Monthly
0.18%
Yearly
2.15%
Drawdown
19.83%
$163.8M
Equity
Holdings
$163.8M
Investment
$133.41M
$34.79M
Profit -$698,170.95
Realized
$4.41M
Unrealized
$30.39M
Dividends
$5.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$698,170.95
Win %
77%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$644,795.78
Win %
77%
This Month
Compared to last month
Gain
0.18%
Profit
$285,843.85
Win %
77%
This Year
Compared to last year
Gain
5.54%
Profit
$8.53M
Win %
79%
UPS United Parcel Service, Inc.
+3.63%
+$19,680 
ABBV AbbVie Inc.
+3.23%
+$21,699.52 
KHC The Kraft Heinz Company
+3.2%
+$8,854.98 
ALC Alcon Inc.
+2.88%
+$11,158.08 
KO The Coca-Cola Company
+2.8%
+$19,963.02 
XLP Consumer Staples Select Sector SPDR Fund
+2.6%
+$41,529.46 
MA Mastercard Incorporated
+2.26%
+$13,442.1 
HDV iShares Core High Dividend ETF
+2.22%
+$19,987.5 
IYH iShares U.S. Healthcare ETF
+1.9%
+$20,102.83 
MSFT Microsoft Corp.
+1.79%
+$19,753.23 
V Visa Inc. Class A
+1.77%
+$16,424.1 
PG Procter & Gamble Co
+1.77%
+$8,997.08 
SDY SPDR S&P Dividend ETF
+1.75%
+$74,223.23 
AAPL Apple Inc.
+1.49%
+$53,392.08 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$6,381.97 
JNJ Johnson & Johnson
+1.17%
+$4,242.24 
CVX Chevron Corporation
+1.15%
+$9,407.09 
PFE Pfizer Inc.
+1.11%
+$5,321.25 
IXC iShares Global Energy ETF
+0.41%
+$5,213.32 
EWU iShares MSCI United Kingdom ETF
+0.37%
+$1,181.25 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$12,649.74 
GOOG Alphabet Inc
+0.25%
+$1,014.63 
AMZN Amazon.com Inc
+0.22%
+$2,059.61 
GOOGL Alphabet Inc
+0.22%
+$10,242.4 
BKNG Booking Holdings Inc.
+0.14%
+$318.5 
IWR iShares Russell Mid-Cap ETF
+0.14%
+$3,278.56 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$231.97 
SHV iShares Short Treasury Bond ETF
+0.01%
+$330.87 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RING iShares MSCI Global Gold Miners ETF
-3.97%
-$111,311.85 
SLV iShares Silver Trust
-3.67%
-$6,728.96 
NVDA NVIDIA Corporation
-3.07%
-$20,055.52 
UBS UBS Group AG
-3.01%
-$29,196.55 
CSCO Cisco Systems, Inc.
-2.74%
-$30,798.9 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-2.32%
-$49,022.16 
RYT Invesco S&P 500 Equal Weight ETF
-2.07%
-$119,914.2 
GLD SPDR Gold Shares
-1.94%
-$293,706.56 
TTE TotalEnergies SE
-1.72%
-$22,513.17 
EWJ iShares MSCI Japan ETF
-1.68%
-$11,193.52 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$12,577.42 
PBR Petrobras S.A. Sponsored ADR
-1.37%
-$7,408.8 
MXI iShares Global Materials ETF
-1.32%
-$8,485.34 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$31,283.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.13%
-$57,008 
FTGC First Trust Global Tactical Commodity Strategy Fund
-1.01%
-$42,233.57 
SCHA Schwab U.S. Small-Cap ETF
-0.97%
-$11,907.91 
EFA iShares MSCI EAFE ETF
-0.82%
-$4,334.85 
EWL iShares MSCI Switzerland ETF
-0.74%
-$28,740.97 
EZU iShares MSCI Eurozone ETF
-0.7%
-$41,825.43 
FSZ First Trust Switzerland Fund
-0.65%
-$4,406.18 
FEZ SPDR Euro Stoxx 50 ETF
-0.54%
-$22,932.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.47%
-$21,525.66 
VOO Vanguard S&P 500 ETF
-0.47%
-$67,863.25 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$18,644.75 
IWV ISHARES RUSSELL 3000 ETF
-0.43%
-$3,366 
PICB Invesco International Corporate Bond ETF
-0.43%
-$5,721.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.37%
-$7,227.62 
CMF iShares California Muni Bond ETF
-0.25%
-$1,835.7 
FCAL First Trust California Municipal Fund
-0.22%
-$1,567.41 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.18%
-$567.9 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.14%
-$419.85 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.1%
-$203.18 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.07%
-$3,300.74 
TIP iShares TIPS Bond ETF
-0.06%
-$1,025.05 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.05%
-$2,009.95 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$2,674.46 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$1,121.85 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$1,091.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$968.33 Events
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Dividends
Dividend Analysis
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| Trades 224 | Longs Won 170/224 75% | Profit Factor 34.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $503,246.29 |
| Average Win $210,819.88 | Best Trade (Jul 10) $5.28M | Sharpe Ratio -108.73 |
| Average Loss -$19,351.17 | Worst Trade (Jul 10) -$205,033.35 | Z-Score 8.35 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 2d | Expectancy $155,332.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
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Returns
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