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:
1.83%
Gain
Monthly
0.14%
Yearly
1.74%
Drawdown
11.42%
$363.6M
Equity
Holdings
$363.6M
Investment
$336.45M
$30.26M
Profit -$1.2M
Realized
$3.12M
Unrealized
$27.15M
Dividends
$3.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.2M
Win %
77%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$915,466.91
Win %
77%
This Month
Compared to last month
Gain
0.16%
Profit
$590,331.48
Win %
77%
This Year
Compared to last year
Gain
7.04%
Profit
$23.93M
Win %
74%
ITA iShares U.S. Aerospace & Defense ETF
+1.11%
+$5,963.7 
XLE Energy Select Sector SPDR Fund
+0.94%
+$25,546.78 
DLTR Dollar Tree, Inc.
+0.62%
+$25,127.2 
FLSW Franklin FTSE Switzerland ETF
+0.61%
+$22,369.2 
OKTA Okta Inc.
+0.58%
+$3,022.9 
TLH iShares 10-20 Year Treasury Bond ETF
+0.32%
+$4,105.4 
ZAP Global X U.S. Electrification ETF
+0.22%
+$4,745.4 
IBB iShares Biotechnology ETF
+0.18%
+$1,089.02 
IEF iShares 7-10 Year Treasury Bond ETF
+0.17%
+$3,139.68 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+0.16%
+$2,562.84 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.12%
+$1,841.12 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$2,097.01 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$2,010 
921946816
0%
$0 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
DLFE
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-7.42%
-$59,720.88 
META Meta Platforms Inc Class A
-3.16%
-$133,540.06 
GOOG Alphabet Inc
-2.16%
-$28,725.75 
GOOGL Alphabet Inc
-2.11%
-$13,531.34 
V Visa Inc. Class A
-1.72%
-$81,428.33 
XLC Communication Services Select Sector SPDR Fund
-1.66%
-$38,834.29 
PEP PepsiCo, Inc.
-1.42%
-$44,219.34 
EART Global X Rare Earth & Critical Materials ETF
-1.22%
-$5,342.08 
HD The Home Depot, Inc.
-1.17%
-$68,638.7 
COPX Global X Copper Miners ETF
-1.17%
-$29,667 
QUAL iShares MSCI USA Quality Factor ETF
-1.04%
-$19,053.2 
MOAT VanEck Morningstar Wide Moat Fund
-0.99%
-$2,469.56 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$96,230.2 
KBWB Invesco KBW Bank ETF
-0.93%
-$47,580 
SOXX iShares Semiconductor ETF
-0.72%
-$41,485.09 
HLT Hilton Worldwide Holdings Inc.
-0.69%
-$6,711.06 
AMZN Amazon.com Inc
-0.64%
-$42,771.2 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$84,233.46 
XLK State Street Technology Select Sector SPDR ETF
-0.53%
-$6,691.86 
PEJ Invesco Leisure and Entertainment ETF
-0.48%
-$1,320.16 
AAPL Apple Inc.
-0.46%
-$13,528.09 
IWM iShares Russell 2000 ETF
-0.44%
-$4,132.7 
PAVE Global X U.S. Infrastructure Development ETF
-0.43%
-$2,661.19 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.41%
-$53,570 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
-0.38%
-$80,370 
GJUN FT Vest US Equity Moderate Fund
-0.36%
-$30,000 
XLP Consumer Staples Select Sector SPDR Fund
-0.35%
-$17,025.4 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.32%
-$33,250 
DLNV FT Vest U.S. Equity Dual Directional Buffer ETF - November
-0.32%
-$30,664.2 
GSEP FT Vest US Equity Moderate B Fund
-0.29%
-$17,340 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$868.5 
GJAN FT Vest US Equity Moderate Fund B
-0.28%
-$25,686.5 
DMAR FT Vest US Equity Deep Buffer Fund
-0.27%
-$28,556 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.26%
-$81,600 
GDEC FT VEST US Equity Moderate B Fund
-0.23%
-$92,880 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-0.23%
-$8,855 
SKYY First Trust Cloud Computing ETF
-0.19%
-$692.18 
GFEB FT VEST US Equity Moderate Fund
-0.19%
-$11,050 
GMAR FT Vest US Equity Moderate B Fund
-0.15%
-$31,200 
XLV Health Care Select Sector SPDR Fund
-0.1%
-$453.9 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.03%
-$2,700 Events
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Dividends
Dividend Analysis
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| Trades 198 | Longs Won 139/198 70% | Profit Factor 12.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $399,314.19 |
| Average Win $235,894.79 | Best Trade (Jul 13) $2.39M | Sharpe Ratio -24.69 |
| Average Loss -$42,802.12 | Worst Trade (Jul 10) -$716,151.28 | Z-Score 3.86 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4d | Expectancy $152,848.74 |
| 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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Option values are updated at end of day.
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