Bank Hapoalim B.M. Portfolio
Invests via Bank Hapoalim B.M. | Managed by Bank Hapoalim B.M., Peilim Portfolio Management Ltd.
Invests via Bank Hapoalim B.M.
Managed by Bank Hapoalim B.M., Peilim Portfolio Management Ltd.
Automatically Tracked
Company Profile
Israel's largest commercial bank by assets, Bank Hapoalim B.M. is a diversified universal lender with retail, corporate, wealth and investment banking operations. It has a nationwide branch network, significant corporate loan book and capital markets activities, and is active in digital banking and treasury services. Relevant to investors: regulated, listed, and monitored for asset quality and NIM trends.
Israel's largest commercial bank by assets, Bank Hapoalim B.M. is a diversified universal lender with retail, corporate, wealth and investment banking operations. It has a nationwide branch network, significant corporate loan book and capital markets activities, and is active in digital banking and treasury services. Relevant to investors: regulated, listed, and monitored for asset quality and NIM trends.
Investment Philosophy & Strategy
Prudent, balance-sheet centric capital allocation emphasizing stable net interest income and asset quality preservation. Focuses on diversified lending across retail mortgages, consumer loans and corporate credits while selectively deploying wholesale funding into capital markets and treasury instruments. Underwriting prioritizes cash-flow resilience, collateral depth and regulatory capital efficiency; pricing discipline adjusts to credit cycles to protect margins. Growth strategy balances branch and digital channels to acquire low-cost deposits, support fee income, and scale wealth and corporate banking. Risk framework emphasizes provisioning, stress testing and capital buffers to sustain dividend capacity and regulatory compliance.
Prudent, balance-sheet centric capital allocation emphasizing stable net interest income and asset quality preservation. Focuses on diversified lending across retail mortgages, consumer loans and corporate credits while selectively deploying wholesale funding into capital markets and treasury instruments. Underwriting prioritizes cash-flow resilience, collateral depth and regulatory capital efficiency; pricing discipline adjusts to credit cycles to protect margins. Growth strategy balances branch and digital channels to acquire low-cost deposits, support fee income, and scale wealth and corporate banking. Risk framework emphasizes provisioning, stress testing and capital buffers to sustain dividend capacity and regulatory compliance.
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:
50.91%
Gain +0.09%
Monthly
0.68%
Yearly
8.51%
Drawdown
29.14%
$1.41B
Equity
Holdings
$1.41B
Investment
$1.29B
$488.51M
Profit -$1.36M
Realized
$369.19M
Unrealized
$119.33M
Dividends
$134.29M
Goals
Avg. 53.33% completed goals
Yearly
Gain > 15% 2026
Yearly
Loss < 30% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
-$1.36M
Win %
70%
This Week
Compared To Last Week
Gain
-2.41%
Profit
-$34.74M
Win %
70%
This Month
Compared to last month
Gain
0.91%
Profit
$12.75M
Win %
70%
This Year
Compared to last year
Gain
-4.72%
Profit
-$69.54M
Win %
72%
EPAM Epam Systems Inc.
+6.57%
+$141,511.29 
BETA BETA Technologies, Inc. - Class A Common Stock
+6.33%
+$14,560 
NOW ServiceNow, Inc.
+6.15%
+$230,343.33 
ARRY Array Technologies Inc.
+5.62%
+$11,318.3 
VEEV Veeva Systems Inc.
+5.3%
+$187,189.9 
NKE Nike, Inc. - Class B
+5.3%
+$72,372.74 
PATH Uipath Inc.
+4.82%
+$9,925.65 
CRM Salesforce Inc
+4.55%
+$158,392.05 
ZM Zoom Video Communications, Inc.
+4.28%
+$189,116.44 
ITB iShares U.S. Home Construction ETF
+4.03%
+$10,073.28 
LLY Eli Lilly and Company
+3.56%
+$93,417.29 
QCOM QUALCOMM Incorporated
+3.36%
+$112,264.8 
BKNG Booking Holdings Inc.
+3.21%
+$7,390.26 
CHKP Check Point Software Technologies Ltd.
+3%
+$120,845.16 
ORCL Oracle Corporation
+2.98%
+$19,751.54 
NVO Novo Nordisk A/S Sponsored ADR
+2.91%
+$73,107.93 
SEDG SolarEdge Technologies Inc.
+2.88%
+$35,471.92 
UNH UnitedHealth Group Incorporated
+2.81%
+$41,958 
IBM International Business Machines Corporation
+2.73%
+$8,508.96 
JETS U.S. Global Jets ETF
+2.71%
+$45,492.3 
IHI iShares U.S. Medical Devices ETF
+2.47%
+$13,481 
CVS CVS Health Corporation
+2.41%
+$10,885.87 
MA Mastercard Incorporated
+2.18%
+$12,184.64 
V Visa Inc. Class A
+2.13%
+$33,411.63 
XAR SPDR S&P Aerospace & Defense ETF
+2.04%
+$48,797.61 
EW Edwards Lifesciences Corporation
+1.89%
+$32,111.4 
MU Micron Technology, Inc.
+1.88%
+$34,933.2 
VHT Vanguard Health Care ETF
+1.84%
+$24,927.43 
XLV Health Care Select Sector SPDR Fund
+1.84%
+$162,546.69 
IGV iShares Expanded Tech-Software Sector ETF
+1.79%
+$62,196.18 
EWU iShares MSCI United Kingdom ETF
+1.79%
+$281,904 
PPH VanEck Pharmaceutical ETF
+1.75%
+$4,517.53 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.7%
+$80,056.17 
ABT Abbott Laboratories
+1.69%
+$22,147.28 
SKYY First Trust Cloud Computing ETF
+1.63%
+$4,749.92 
SHLD Global X Defense Tech ETF
+1.57%
+$31,552.04 
GS The Goldman Sachs Group, Inc.
+1.45%
+$3,095.83 
WMT Walmart Inc.
+1.45%
+$5,535.6 
XLC Communication Services Select Sector SPDR Fund
+1.44%
+$183,256 
IWM iShares Russell 2000 ETF
+1.36%
+$4,861.28 
XLF Financial Select Sector SPDR Fund
+1.32%
+$179,349.12 
IYG iShares U.S. Financial Services ETF
+1.3%
+$6,312.49 
KBWB Invesco KBW Bank ETF
+1.3%
+$6,970.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.07%
+$23,217.12 
MSFT Microsoft Corp.
+1.06%
+$194,152.14 
EZU iShares MSCI Eurozone ETF
+1.04%
+$157,896 
FDN First Trust Dow Jones Internet Index Fund
+1.02%
+$4,604.1 
IAK iShares U.S. Insurance ETF
+1.01%
+$3,603.59 
BIDU Baidu Inc.
+0.84%
+$22,647.47 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.83%
+$484,901.28 
PFE Pfizer Inc.
+0.75%
+$24,011.9 
C Citigroup Inc.
+0.75%
+$7,501.68 
IEF iShares 7-10 Year Treasury Bond ETF
+0.71%
+$5,573.4 
SPBO SPDR Portfolio Corporate Bond ETF
+0.69%
+$65,787.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.63%
+$176,175.4 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$2,282.42 
VIS Vanguard Industrials ETF
+0.62%
+$1,213.91 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$24,451.28 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.51%
+$4,153.08 
GOOGL Alphabet Inc
+0.47%
+$15,181.73 
XLI Industrial Select Sector SPDR Fund
+0.46%
+$33,703.98 
ASML ASML Holding N.V. New York Registry Shares
+0.45%
+$27,289.92 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.43%
+$110,434.8 
IEI iShares 3-7 Year Treasury Bond ETF
+0.41%
+$6,443.97 
VT Vanguard Total World Stock ETF
+0.39%
+$11,890.98 
GOOG Alphabet Inc
+0.37%
+$74,734.38 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.3%
+$27,374.75 
ACWI iShares MSCI ACWI ETF
+0.3%
+$94,000 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$306,803.28 
IVV iShares Core S&P 500 ETF
+0.28%
+$574,552.82 
VOO Vanguard S&P 500 ETF
+0.27%
+$256,255.92 
AMZN Amazon.com Inc
+0.26%
+$56,619.38 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.24%
+$1,712.12 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$2,498.4 
PAVE Global X U.S. Infrastructure Development ETF
+0.21%
+$12,729.75 
LYG Lloyds Banking Group Plc ADR
+0.18%
+$130 
INVZ Innoviz Technologies Ltd.
+0.11%
+$4.71 
JPM JPMorgan Chase & Co.
+0.07%
+$3,565.2 
EQIX Equinix, Inc.
+0.04%
+$537.84 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 7695
76954AAD5
0%
$0 8341
83417MAE4
0%
$0 
QXL Quantum X Labs Inc.
0%
$0 8425
842587ED5
0%
$0 
DELL Dell Technologies Inc.
-6.67%
-$56,461.29 
ANET Arista Networks, Inc.
-5.05%
-$21,131.67 
AMAT Applied Materials, Inc.
-3.72%
-$44,225.82 
CSCO Cisco Systems, Inc.
-3.33%
-$272,061.36 
INTC Intel Corporation
-2.85%
-$73,927.75 
SNPS Synopsys, Inc.
-2.46%
-$55,045.33 
KLAC KLA Corporation
-2.44%
-$478,534.95 
CAT Caterpillar Inc.
-1.8%
-$3,329.56 
NVDA NVIDIA Corporation
-1.79%
-$92,862.27 
XLE Energy Select Sector SPDR Fund
-1.6%
-$4,818.96 
CDNS Cadence Design Systems, Inc.
-1.56%
-$25,333.93 
AMD Advanced Micro Devices, Inc.
-1.5%
-$48,181.31 
MRK Merck & Co., Inc.
-1.37%
-$22,771.46 
PANW Palo Alto Networks, Inc.
-1.29%
-$4,413.51 
TSLA Tesla, Inc.
-1.29%
-$5.32M 
SMH VanEck Semiconductor ETF
-1.05%
-$3,549.07 
SOXX iShares Semiconductor ETF
-0.88%
-$226,218.15 
GPRO GoPro Inc.
-0.86%
-$437.5 
NVMI Nova Ltd.
-0.7%
-$2,043.41 
XLK State Street Technology Select Sector SPDR ETF
-0.67%
-$121,711.36 
AVGO Broadcom Inc.
-0.57%
-$1,402.95 
VGT Vanguard Information Technology ETF
-0.42%
-$1,198.08 
AAPL Apple Inc.
-0.28%
-$22,483.2 
XLU Utilities Select Sector SPDR Fund
-0.22%
-$443.16 
JNJ Johnson & Johnson
-0.2%
-$631.38 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$3,026.34 
ZS Zscaler Inc.
-0.14%
-$5,854.16 
META Meta Platforms Inc Class A
-0.13%
-$3,148.73 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$56,721.65 
QQQM Invesco NASDAQ 100 ETF
-0.11%
-$27,880 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$1,112.58 
ABBV AbbVie Inc.
-0.05%
-$1,854.39 
BABA Alibaba Group Holding Limited SP ADR
-0.03%
-$128.52 Events
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Dividends
Dividend Analysis
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| Trades 7045 | Longs Won 4613/7045 65% | Profit Factor 2.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.28M |
| Average Win $189,098.51 | Best Trade (Sep 30) $41.15M | Sharpe Ratio -89.3 |
| Average Loss -$157,943.18 | Worst Trade (Oct 15) -$65.37M | Z-Score -3.62 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6d | Expectancy $69,341.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7695 76954AAD5 | 150,000 | $149,666.66 | $144,000 | - | -$5,666.66 | -3.79% | 0.0 |
| 8341 83417MAE4 | 770,000 | $1.02M | $1.02M | - | $819.82 | 0.08% | 0.0 |
| 8425 842587ED5 | 1.49M | $1.51M | $1.51M | - | - | - | 0.0 |
| AAPL Apple Inc. | 23,420 | $5.94M | $8.01M | - | $2.07M | 34.76% | -0.28% |
| ABBV AbbVie Inc. | 12,788 | $1.99M | $3.62M | - | $1.64M | 82.36% | -0.051% |
| ABT Abbott Laboratories | 12,765 | $1.24M | $1.34M | - | $94,564.26 | 7.61% | +1.685% |
| ACWI iShares MSCI ACWI ETF | 200,000 | $27.66M | $31.84M | - | $4.18M | 15.11% | +0.296% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,836 | $380,007.83 | $366,011.94 | - | -$13,995.89 | -3.68% | +0.628% |
| AMAT Applied Materials, Inc. | 2,661 | $909,323.83 | $1.14M | - | $234,932.78 | 25.84% | -3.721% |
| AMD Advanced Micro Devices, Inc. | 5,609 | $1.14M | $3.15M | - | $2.01M | 176.32% | -1.505% |
| AMZN Amazon.com Inc | 87,107 | $18.14M | $22.19M | - | $4.05M | 22.3% | +0.256% |
| ANET Arista Networks, Inc. | 2,141 | $364,000 | $397,262.55 | - | $33,262.55 | 9.14% | -5.051% |
| ARRY Array Technologies Inc. | 59,570 | $335,075.72 | $212,664.9 | - | -$122,410.82 | -36.53% | +5.621% |
| ASML ASML Holding N.V. New York Registry Shares | 3,668 | $2.52M | $6.08M | - | $3.56M | 141.04% | +0.451% |
| AVGO Broadcom Inc. | 705 | $204,632.96 | $242,703.3 | - | $38,070.34 | 18.6% | -0.575% |
| BABA Alibaba Group Holding Limited SP ADR | 4,284 | $327,901.53 | $476,123.76 | - | $148,222.23 | 45.2% | -0.027% |
| BETA BETA Technologies, Inc. - Class A Common Stock | 13,000 | $218,000 | $244,400 | - | $26,400 | 12.11% | +6.335% |
| BIDU Baidu Inc. | 33,062 | $3.68M | $2.73M | - | -$954,293.82 | -25.91% | +0.837% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 382,990 | $29.45M | $28.16M | - | -$1.29M | -4.38% | +0.63% |
| BKNG Booking Holdings Inc. | 1,435 | $181,993.91 | $237,966.05 | - | $55,972.14 | 30.75% | +3.205% |
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FAQ
Which stocks have generated the highest profits for Bank Hapoalim B.M.?
The largest contributions to the portfolio's profits come from the following stocks: EMITF - $42.87M, SPDR S&P 500 ETF Trust - $37.68M, Invesco QQQ Trust, Series 1 - $26.75M, State Street Technology Select Sector SPDR ETF - $22.79M, and Microsoft Corp - $16.73M. 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: Tesla, Inc - $52.75M, Caesarstone Ltd - $6.28M, G City Ltd - $5.72M, iShares U.S. Aerospace & Defense ETF - $5.14M, and iShares MSCI United Kingdom ETF - $4.51M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bank Hapoalim B.M.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $134.29M earned over time. The largest contributors to dividend income include iShares MSCI Germany ETF - $25.4M, SPDR S&P 500 ETF Trust - $6.8M, Vanguard S&P 500 ETF - $3.82M, VANGUARD FTSE DEVELOPED MARKETS ETF - $3.8M, and iShares MSCI United Kingdom ETF - $3.79M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bank Hapoalim B.M.'s monthly returns?
Bank Hapoalim B.M.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Bank Hapoalim B.M.'s strategy be considered aggressive or moderate?
Bank Hapoalim B.M.'s strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Bank Hapoalim B.M.'s strategy?
Bank Hapoalim B.M.'s strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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