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:
16.84%
Gain -0.18%
Monthly
1.1%
Yearly
13.95%
Drawdown
6.3%
$371.55M
Equity
Holdings
$371.55M
Investment
$344.07M
$34.09M
Profit -$388,800.36
Realized
$6.61M
Unrealized
$27.48M
Dividends
$4.27M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$388,800.36
Win %
64%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$388,800.36
Win %
64%
This Month
Compared to last month
Gain
0.27%
Profit
$993,590
Win %
64%
This Year
Compared to last year
Gain
0.52%
Profit
$1.91M
Win %
65%
COPX Global X Copper Miners ETF
+4.86%
+$150,381 
NVT nVent Electric plc
+4.53%
+$10,102.86 
ARM Arm Holdings plc American Depositary Receipt
+4.21%
+$6,153.8 
AVGO Broadcom Inc.
+3.07%
+$198,290.42 
CRDO Credo Technology Group Holding Ltd.
+2.39%
+$3,716.39 
ZAP Global X U.S. Electrification ETF
+2.23%
+$68,728 
SOXX iShares Semiconductor ETF
+2.13%
+$78,275.3 
DTCR Global X Data Center & Digital Infrastructure ETF
+2.02%
+$10,130.61 
XLK State Street Technology Select Sector SPDR ETF
+0.57%
+$8,127.72 
PEP PepsiCo, Inc.
+0.48%
+$15,297.48 
AIQ Global X Artificial Intelligence & Technology ETF
+0.37%
+$2,162.88 
MU Micron Technology, Inc.
+0.27%
+$503.17 
QQQ Invesco QQQ Trust, Series 1
+0.14%
+$13,623.68 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.03%
+$2,700 
GDEC FT VEST US Equity Moderate B Fund
+0.01%
+$5,160 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
+$40.2 
DLNV FT Vest U.S. Equity Dual Directional Buffer ETF - November
0%
$0 DLFE
DLFE
0%
$0 
DLTR Dollar Tree, Inc.
-5.34%
-$243,727.38 
DKS Dick's Sporting Goods, Inc.
-4.1%
-$16,136.67 
FLSW Franklin FTSE Switzerland ETF
-2.09%
-$76,633.2 
XLV Health Care Select Sector SPDR Fund
-1.94%
-$9,810.6 
NFLX Netflix, Inc.
-1.85%
-$17,155.04 
HD The Home Depot, Inc.
-1.8%
-$103,536.66 
IBB iShares Biotechnology ETF
-1.55%
-$11,166.26 
HLT Hilton Worldwide Holdings Inc.
-1.37%
-$12,630.66 
OKTA Okta Inc.
-1.25%
-$5,788.01 
AAPL Apple Inc.
-1.14%
-$34,645.72 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-1.07%
-$41,745 
TGT Target Corporation
-0.89%
-$2,732.22 
IBKR Interactive Brokers Group Inc.
-0.79%
-$2,170.29 
FDN First Trust Dow Jones Internet Index Fund
-0.77%
-$5,109.21 
QUAL iShares MSCI USA Quality Factor ETF
-0.71%
-$10,691.16 
AIEQ Amplify AI Powered Equity ETF
-0.66%
-$7,294.96 
XLP Consumer Staples Select Sector SPDR Fund
-0.61%
-$29,248.4 
AMZN Amazon.com Inc
-0.6%
-$2,102.89 
XLC Communication Services Select Sector SPDR Fund
-0.52%
-$12,129.98 
KBWB Invesco KBW Bank ETF
-0.49%
-$28,304.64 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$44,030.42 
IVV iShares Core S&P 500 ETF
-0.31%
-$2,843.08 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.29%
-$91,800 
MGK Vanguard Mega Cap Growth ETF
-0.22%
-$2,989.35 
GJAN FT Vest US Equity Moderate Fund B
-0.18%
-$17,220 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.18%
-$4,068 
GOOG Alphabet Inc
-0.18%
-$2,337 
GFEB FT VEST US Equity Moderate Fund
-0.18%
-$10,400 
PAVE Global X U.S. Infrastructure Development ETF
-0.16%
-$977.58 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.16%
-$17,138 
GOOGL Alphabet Inc
-0.15%
-$11,454.76 
GJUN FT Vest US Equity Moderate Fund
-0.15%
-$12,320 
TLH iShares 10-20 Year Treasury Bond ETF
-0.12%
-$1,600.68 
IEF iShares 7-10 Year Treasury Bond ETF
-0.11%
-$2,244.27 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.09%
-$1,399.02 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$1,652.3 
GMAR FT Vest US Equity Moderate B Fund
-0.09%
-$19,200 
DMAR FT Vest US Equity Deep Buffer Fund
-0.09%
-$9,440 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.08%
-$11,000 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.08%
-$1,396.4 
META Meta Platforms Inc Class A
-0.06%
-$2,465.57 
XLI Industrial Select Sector SPDR Fund
-0.05%
-$553.8 
GSEP FT Vest US Equity Moderate B Fund
-0.05%
-$2,890 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
-0.04%
-$9,000 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$419.02 
IWM iShares Russell 2000 ETF
-0.04%
-$402.64 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$2,490 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$1,023.15 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$1,975 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$39.76 Events
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Dividends
Dividend Analysis
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| Trades 245 | Longs Won 159/245 64% | Profit Factor 8.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $442,526.24 |
| Average Win $243,986.11 | Best Trade (Sep 03) $2.96M | Sharpe Ratio -26.76 |
| Average Loss -$54,698.22 | Worst Trade (Aug 28) -$886,049.53 | Z-Score 1.25 (78.78%) |
| Commissions $0 | Avg. Trade Length 7m 2d | Expectancy $139,141.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,803 | 6,122 | 5,442 | 4,762 | 4,082 | 3,401 | 2,721 | 2,041 | 1,361 | 680 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,505 | $2.1M | $3.01M | - | $902,495.65 | 42.89% | -1.139% |
| AIEQ Amplify AI Powered Equity ETF | 21,776 | $1.08M | $1.1M | - | $19,707.28 | 1.83% | -0.661% |
| AIQ Global X Artificial Intelligence & Technology ETF | 9,012 | $591,277 | $581,814.72 | - | -$9,462.28 | -1.6% | +0.373% |
| AMZN Amazon.com Inc | 1,348 | $283,228.48 | $346,368.6 | - | $63,140.12 | 22.29% | -0.603% |
| ARM Arm Holdings plc American Depositary Receipt | 580 | $205,651 | $152,366 | - | -$53,285 | -25.91% | +4.209% |
| AVGO Broadcom Inc. | 18,051 | $6.82M | $6.66M | - | -$160,021.87 | -2.35% | +3.069% |
| BND Vanguard Total Bond Market Index Fund | 25,420 | $1.87M | $1.83M | - | -$38,765.3 | -2.08% | -0.09% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 498,000 | $10.2M | $10.11M | - | -$94,620 | -0.93% | -0.025% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 540,000 | $10.1M | $9.97M | - | -$124,200 | -1.23% | +0.027% |
| COPX Global X Copper Miners ETF | 34,100 | $1.53M | $3.24M | - | $1.71M | 111.27% | +4.864% |
| CRDO Credo Technology Group Holding Ltd. | 912 | $248,018 | $159,276.24 | - | -$88,741.76 | -35.78% | +2.389% |
| DDEC FT Vest U.S. Equity Deep Buffer Fund | 275,000 | $12.4M | $13.33M | - | $926,750 | 7.47% | -0.082% |
| DJAN FT Vest U.S. Equity Deep Buffer Fund | 680,000 | $28.92M | $31.6M | - | $2.68M | 9.26% | -0.29% |
| DKS Dick's Sporting Goods, Inc. | 2,831 | $642,099 | $377,796.95 | - | -$264,302.05 | -41.16% | -4.096% |
| 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 | $9.9M | - | $736,234.01 | 8.04% | 0.0 |
| DLTR Dollar Tree, Inc. | 34,719 | $3.52M | $4.32M | - | $796,669.84 | 22.62% | -5.342% |
| DMAR FT Vest US Equity Deep Buffer Fund | 236,000 | $10.01M | $10.76M | - | $750,480 | 7.5% | -0.088% |
| DTCR Global X Data Center & Digital Infrastructure ETF | 17,773 | $539,766 | $510,973.75 | - | -$28,792.25 | -5.33% | +2.023% |
| FDN First Trust Dow Jones Internet Index Fund | 2,286 | $605,282 | $659,819.61 | - | $54,537.61 | 9.01% | -0.768% |
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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, Energy Select Sector SPDR Fund - $1.4M, Global X Copper Miners ETF - $1.13M, Alphabet Inc - $660,742.78, 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 Corp - $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 $4.27M earned over time. The largest contributors to dividend income include iShares iBonds Dec 2028 Term Corporate ETF - $579,812.1, Invesco BulletShares 2029 Corporate Bond ETF - $533,979, iShares iBonds Dec 2029 Term Corporate ETF - $530,156.56, Invesco BulletShares 2028 Corporate Bond ETF - $526,864.08, 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.
