First International Bank of Israel Ltd. Portfolio
Invests via First International Bank of Israel Ltd. | Managed by Nachman Nitzan, Ella Golan
Invests via First International Bank of Israel Ltd.
Managed by Nachman Nitzan, Ella Golan
Automatically Tracked
Company Profile
Israel-focused commercial bank offering retail, corporate, private banking and wealth-management services across domestic and select international operations. First International Bank of Israel Ltd. competes with Israel's major banks, deriving funding from core retail deposits and wholesale markets; loan portfolio emphasizes mortgages, SME and corporate lending. Listed on the Tel Aviv Stock Exchange, the bank is relevant to investors for income sensitivity, credit cycle exposure, regulatory capital dynamics and initiatives in digital banking and cost efficiency.
Israel-focused commercial bank offering retail, corporate, private banking and wealth-management services across domestic and select international operations. First International Bank of Israel Ltd. competes with Israel's major banks, deriving funding from core retail deposits and wholesale markets; loan portfolio emphasizes mortgages, SME and corporate lending. Listed on the Tel Aviv Stock Exchange, the bank is relevant to investors for income sensitivity, credit cycle exposure, regulatory capital dynamics and initiatives in digital banking and cost efficiency.
Investment Philosophy & Strategy
As a domestically focused universal bank, First International Bank of Israel prioritizes conservative capital allocation, balancing yield generation from mortgage, SME and corporate lending with stable retail deposit funding. Investment strategy emphasizes steady income, capital conservation, and regulatory capital optimization through disciplined credit underwriting, diversification across borrower segments, and active balance-sheet management. Growth targets favor digital channels, fee income expansion via wealth and private banking, and selective international exposure. Risk framework centers on provisioning rigor, liquidity buffers, and cost-efficiency to preserve franchise value across credit cycles.
As a domestically focused universal bank, First International Bank of Israel prioritizes conservative capital allocation, balancing yield generation from mortgage, SME and corporate lending with stable retail deposit funding. Investment strategy emphasizes steady income, capital conservation, and regulatory capital optimization through disciplined credit underwriting, diversification across borrower segments, and active balance-sheet management. Growth targets favor digital channels, fee income expansion via wealth and private banking, and selective international exposure. Risk framework centers on provisioning rigor, liquidity buffers, and cost-efficiency to preserve franchise value across credit cycles.
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:
16.06%
Gain +0.64%
Monthly
0.94%
Yearly
11.91%
Drawdown
6.3%
$369.83M
Equity
Holdings
$369.83M
Investment
$344.07M
$32.37M
Profit +$1.71M
Realized
$6.61M
Unrealized
$25.76M
Dividends
$4.61M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.64%
Profit
$1.71M
Win %
60%
This Week
Compared To Last Week
Gain
0.46%
Profit
$1.71M
Win %
60%
This Month
Compared to last month
Gain
0.12%
Profit
$457,359.06
Win %
60%
This Year
Compared to last year
Gain
0.05%
Profit
$194,164.1
Win %
62%
ARM Arm Holdings plc ADR
+5.85%
+$7,139.8 
CRDO Credo Technology Group Holding Ltd
+5.57%
+$7,487.53 
NVT nVent Electric plc
+3.6%
+$6,453.81 
OKTA Okta Inc. Class A Common Stock
+3.53%
+$20,386.71 
MU Micron Technology Inc.
+3.19%
+$5,060.76 
SOXX iShares Semiconductor ETF
+3.06%
+$103,073.48 
AVGO Broadcom Inc.
+2.83%
+$164,264.1 
XLK State Street Technology Select Sector SPDR ETF
+1.82%
+$25,370.64 
COPX Global X Copper Miners ETF
+1.72%
+$42,795.5 
DTCR Global X Data Center & Digital Infrastructure ETF
+1.53%
+$6,931.47 
XLI State Street Industrial Select Sector SPDR ETF
+1.48%
+$15,015.76 
AIQ Global X Artificial Intelligence & Technology ETF
+1.43%
+$8,020.68 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
+1.42%
+$3,389.22 
QQQ Invesco QQQ Trust, Series 1
+1.39%
+$136,517.36 
KBWB Invesco KBW Bank ETF
+1.37%
+$70,761.6 
PAVE Global X U.S. Infrastructure Development ETF
+1.29%
+$7,223.23 
MGK Vanguard Mega Cap Growth ETF
+1.26%
+$17,092.95 
HLT Hilton Worldwide Holdings Inc.
+1.16%
+$11,994.69 
SIL Global X Silver Miners ETF
+1.15%
+$19,210 
ZAP Global X U.S. Electrification ETF
+0.99%
+$29,717.6 
IWM iShares Russell 2000 ETF
+0.99%
+$9,991.8 
IVV iShares Core S&P 500 ETF
+0.95%
+$8,491.39 
SPY State Street SPDR S&P 500 ETF Trust
+0.94%
+$124,724.15 
AIEQ Amplify AI Powered Equity ETF
+0.82%
+$8,710.4 
AMZN Amazon.com Inc
+0.8%
+$2,661.36 
QUAL iShares MSCI USA Quality Factor ETF
+0.62%
+$9,245.5 
FJAN FT Vest U.S. Equity Buffer ETF - January
+0.61%
+$65,550 
QCJA FT Vest Nasdaq-100 Conservative Buffer ETF - January
+0.59%
+$126,000 
GDEC FT Vest U.S. Equity Moderate Buffer ETF - December
+0.52%
+$218,371.2 
FDN First Trust Dow Jones Internet Index Fund
+0.51%
+$3,303.27 
GSEP FT Vest U.S. Equity Moderate Buffer ETF - September
+0.51%
+$31,067.5 
DDEC FT Vest U.S. Equity Deep Buffer ETF - December
+0.5%
+$67,375 
GJUN FT Vest U.S. Equity Moderate Buffer ETF - June
+0.47%
+$39,000 
DJAN FT Vest U.S. Equity Deep Buffer ETF - January
+0.43%
+$136,000 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.41%
+$17,393.55 
TLH iShares 10-20 Year Treasury Bond ETF
+0.4%
+$5,289.22 
PEP PepsiCo, Inc.
+0.4%
+$12,516.12 
GFEB FT Vest U.S. Equity Moderate Buffer ETF - February
+0.38%
+$22,139 
GJAN FT Vest U.S. Equity Moderate Buffer ETF - January
+0.36%
+$33,825 
META Meta Platforms Inc Class A
+0.34%
+$14,078.96 
GMAR FT Vest U.S. Equity Moderate Buffer ETF - March
+0.32%
+$69,600 
FLSW Franklin FTSE Switzerland ETF
+0.3%
+$10,928.4 
DLNV FT Vest U.S. Equity Dual Directional Buffer ETF - November
+0.27%
+$26,460 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.23%
+$3,501.92 
IBB iShares Biotechnology ETF
+0.21%
+$1,459.39 
DMAR FT Vest U.S. Equity Deep Buffer ETF - March
+0.2%
+$21,240 
BND Vanguard Total Bond Market ETF
+0.19%
+$3,431.7 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.15%
+$2,792.8 
IEF iShares 7-10 Year Treasury Bond ETF
+0.13%
+$2,564.88 
GOOGL Alphabet Inc
+0.1%
+$7,294.09 
XLV State Street Health Care Select Sector SPDR ETF
+0.08%
+$443.25 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$170.83 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.06%
+$5,400 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$523.77 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.04%
+$3,950 
GOOG Alphabet Inc
+0.03%
+$350.55 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$2,010 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 DLFE
DLFE
0%
$0 
NFLX Netflix Inc.
-2.52%
-$19,707.52 
TGT Target Corp.
-1.41%
-$4,009.73 
DLTR Dollar Tree Inc.
-0.68%
-$29,684.74 
XLC State Street Communication Services Select Sector SPDR ETF
-0.64%
-$14,099.8 
RSPS Invesco Equally-Weighted S&P 500 Fund
-0.35%
-$13,915 
HD The Home Depot, Inc.
-0.34%
-$19,558.78 
AAPL Apple Inc.
-0.29%
-$9,511.65 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.19%
-$9,370.84 
DKS DICK'S Sporting Goods, Inc.
-0.04%
-$184.01 Events
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Dividends
Dividend Analysis
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| Trades 245 | Longs Won 152/245 62% | Profit Factor 5.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $461,669.24 |
| Average Win $257,766.69 | Best Trade (Oct 26) $3.18M | Sharpe Ratio -26.76 |
| Average Loss -$73,228.51 | Worst Trade (Oct 22) -$960,493.46 | Z-Score -0.53 (40.36%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy $132,123.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,051 | 4,545 | 4,040 | 3,535 | 3,030 | 2,525 | 2,020 | 1,515 | 1,010 | 505 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,505 | $2.1M | $3.3M | - | $1.19M | 56.62% | -0.288% |
| AIEQ Amplify AI Powered Equity ETF | 21,776 | $1.08M | $1.07M | - | -$8,274.88 | -0.77% | +0.822% |
| AIQ Global X Artificial Intelligence & Technology ETF | 9,012 | $591,277 | $569,378.16 | - | -$21,898.84 | -3.7% | +1.429% |
| AMZN Amazon.com Inc | 1,348 | $283,228.48 | $336,965.36 | - | $53,736.88 | 18.97% | +0.796% |
| ARM Arm Holdings plc ADR | 580 | $205,651 | $129,131.2 | - | -$76,519.8 | -37.21% | +5.853% |
| AVGO Broadcom Inc. | 18,051 | $6.82M | $5.97M | - | -$847,855.22 | -12.43% | +2.829% |
| BND Vanguard Total Bond Market ETF | 25,420 | $1.87M | $1.81M | - | -$52,746.3 | -2.83% | +0.19% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 498,000 | $10.2M | $10.04M | - | -$161,850 | -1.59% | 0.0 |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 540,000 | $10.1M | $9.87M | - | -$224,100 | -2.22% | +0.055% |
| COPX Global X Copper Miners ETF | 34,100 | $1.53M | $2.54M | - | $1M | 65.21% | +1.717% |
| CRDO Credo Technology Group Holding Ltd | 912 | $248,018 | $141,816 | - | -$106,202 | -42.82% | +5.574% |
| DDEC FT Vest U.S. Equity Deep Buffer ETF - December | 275,000 | $12.4M | $13.44M | - | $1.04M | 8.42% | +0.504% |
| DJAN FT Vest U.S. Equity Deep Buffer ETF - January | 680,000 | $28.92M | $31.89M | - | $2.96M | 10.25% | +0.428% |
| DKS DICK'S Sporting Goods, Inc. | 2,831 | $642,099 | $409,376.75 | - | -$232,722.25 | -36.24% | -0.045% |
| DLFE DLFE | 651,000 | $19.16M | $19.16M | - | - | - | 0.0 |
| DLNV FT Vest U.S. Equity Dual Directional Buffer ETF - November | 294,000 | $9.16M | $9.99M | - | $825,904.01 | 9.02% | +0.266% |
| DLTR Dollar Tree Inc. | 34,719 | $3.52M | $4.32M | - | $798,579.38 | 22.67% | -0.682% |
| DMAR FT Vest U.S. Equity Deep Buffer ETF - March | 236,000 | $10.01M | $10.83M | - | $822,460 | 8.22% | +0.197% |
| DTCR Global X Data Center & Digital Infrastructure ETF | 17,773 | $539,766 | $458,898.86 | - | -$80,867.14 | -14.98% | +1.534% |
| FDN First Trust Dow Jones Internet Index Fund | 2,286 | $605,282 | $646,035.03 | - | $40,753.03 | 6.73% | +0.514% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for First International Bank of Israel Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: iShares Semiconductor ETF - $1.46M, State Street Energy Select Sector SPDR ETF - $1.4M, Global X Copper Miners ETF - $1.13M, Alphabet Inc - $661,599.68, and NVIDIA Corporation - $651,497.42. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Visa Inc. Class A - $567,140.5, Microsoft Corporation Common Stock - $150,851.09, Salesforce, Inc - $80,117.92, Netflix Inc - $36,605.71, and Adobe Inc - $25,221.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does First International Bank of Israel Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.61M earned over time. The largest contributors to dividend income include iShares iBonds Dec 2028 Term Corporate ETF - $579,948.38, Invesco BulletShares 2029 Corporate Bond ETF - $571,190.4, Invesco BulletShares 2028 Corporate Bond ETF - $564,169.26, iShares iBonds Dec 2029 Term Corporate ETF - $530,157.75, and iShares iBonds Dec 2027 Term Corporate ETF - $440,812.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are First International Bank of Israel Ltd.'s monthly returns?
First International Bank of Israel Ltd.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can First International Bank of Israel Ltd.'s strategy be considered aggressive or moderate?
First International Bank of Israel Ltd.'s strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow First International Bank of Israel Ltd.'s strategy?
First International Bank of Israel Ltd.'s strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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