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:
12.8%
Gain
Monthly
0.54%
Yearly
6.73%
Drawdown
28.59%
$758.35M
Equity
Holdings
$758.35M
Investment
$569.72M
$545.59M
Profit -$805,400.13
Realized
$356.96M
Unrealized
$188.63M
Dividends
$106.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 15% 2026
Yearly
Loss < 30% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$805,400.13
Win %
72%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$4.12M
Win %
72%
This Month
Compared to last month
Gain
-1.98%
Profit
-$15.34M
Win %
72%
This Year
Compared to last year
Gain
16.42%
Profit
$106.97M
Win %
73%
BABA Alibaba Group Holding Limited SP ADR
+5.74%
+$27,657.6 
TDOC Teladoc Health Inc.
+4.53%
+$35,363.16 
KWEB KraneShares CSI China Internet ETF
+3.95%
+$7,560.68 
AAPL Apple Inc.
+3.63%
+$280,018.65 
GOOG Alphabet Inc
+3.56%
+$767,890.12 
EPAM Epam Systems Inc.
+3.5%
+$41,854.4 
META Meta Platforms Inc Class A
+3.49%
+$43,933.3 
NVO Novo Nordisk A/S Sponsored ADR
+3.44%
+$108,151.55 
GOOGL Alphabet Inc
+3.38%
+$108,933.11 
BKNG Booking Holdings Inc.
+3.34%
+$9,198 
MSFT Microsoft Corp.
+3.22%
+$361,771.7 
ORCL Oracle Corporation
+3.13%
+$21,794.35 
AMZN Amazon.com Inc
+2.96%
+$653,689.4 
BIDU Baidu Inc.
+2.66%
+$105,549.24 
PNQI Invesco NASDAQ Internet ETF
+2.28%
+$5,060.46 
MRK Merck & Co., Inc.
+2.2%
+$30,640.54 
PFE Pfizer Inc.
+2.07%
+$54,966.49 
XLC Communication Services Select Sector SPDR Fund
+1.96%
+$295,883.96 
CGEN Compugen Ltd.
+1.96%
+$1,080 
LYG Lloyds Banking Group Plc ADR
+1.94%
+$1,495 
IHI iShares U.S. Medical Devices ETF
+1.91%
+$12,464.4 
JPM JPMorgan Chase & Co.
+1.81%
+$95,157.6 
ZM Zoom Video Communications, Inc.
+1.61%
+$69,835.29 
PANW Palo Alto Networks, Inc.
+1.56%
+$8,776.8 
JETS U.S. Global Jets ETF
+1.46%
+$30,873.6 
CVS CVS Health Corporation
+1.32%
+$6,527.63 
IYG iShares U.S. Financial Services ETF
+1.29%
+$7,773.84 
PATH Uipath Inc.
+1.26%
+$2,390.25 
NOW ServiceNow, Inc.
+1.23%
+$17,444.67 
KBWB Invesco KBW Bank ETF
+1.22%
+$7,646.4 
C Citigroup Inc.
+1.21%
+$11,698.99 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.2%
+$63,503.54 
VEEV Veeva Systems Inc.
+1.2%
+$28,697.01 
ABBV AbbVie Inc.
+1.06%
+$34,028.8 
NFLX Netflix, Inc.
+1.05%
+$1,708.87 
XLF Financial Select Sector SPDR Fund
+0.98%
+$143,630.85 
IGV iShares Expanded Tech-Software Sector ETF
+0.97%
+$46,114.25 
GPRO GoPro Inc.
+0.86%
+$262.5 
PPH VanEck Pharmaceutical ETF
+0.85%
+$2,250.43 
CRM Salesforce Inc
+0.85%
+$22,379.36 
EWU iShares MSCI United Kingdom ETF
+0.81%
+$125,850 
NKE Nike, Inc. - Class B
+0.75%
+$9,760.64 
ITB iShares U.S. Home Construction ETF
+0.7%
+$2,303.84 
V Visa Inc. Class A
+0.67%
+$10,504.47 
FDN First Trust Dow Jones Internet Index Fund
+0.63%
+$4,259.02 
XLV Health Care Select Sector SPDR Fund
+0.52%
+$50,689.94 
VHT Vanguard Health Care ETF
+0.48%
+$7,408.8 
WMT Walmart Inc.
+0.46%
+$2,117.24 
IWM iShares Russell 2000 ETF
+0.43%
+$1,664.46 
ABT Abbott Laboratories
+0.37%
+$2,331.78 
MA Mastercard Incorporated
+0.34%
+$1,479.01 
ARRY Array Technologies Inc.
+0.3%
+$1,149.69 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.26%
+$83,402.48 
IEF iShares 7-10 Year Treasury Bond ETF
+0.24%
+$2,074.05 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.22%
+$87,463.3 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.2%
+$4,838.3 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.2%
+$8,771.4 
IEI iShares 3-7 Year Treasury Bond ETF
+0.19%
+$3,288.37 
AGG iShares Core U.S. Aggregate Bond ETF
+0.19%
+$741.66 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.17%
+$28,740.31 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.15%
+$1,199.96 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.14%
+$1,577.93 
AVGO Broadcom Inc.
+0.12%
+$333.19 
SPY SPDR S&P 500 ETF Trust
+0.12%
+$100,557.18 
VOO Vanguard S&P 500 ETF
+0.12%
+$127,045.88 
SHLD Global X Defense Tech ETF
+0.12%
+$2,484.23 
INVZ Innoviz Technologies Ltd.
+0.1%
+$9.42 
VT Vanguard Total World Stock ETF
+0.06%
+$1,672.11 
EZU iShares MSCI Eurozone ETF
+0.05%
+$8,015 
ACWI iShares MSCI ACWI ETF
+0.04%
+$13,000 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.01%
+$597.57 
76954AAD5
0%
$0 
83417MAE4
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DELL Dell Technologies Inc.
-11.68%
-$112,224 
MU Micron Technology, Inc.
-8.01%
-$104,068.38 
INTC Intel Corporation
-6.38%
-$315,491.58 
AMD Advanced Micro Devices, Inc.
-5.52%
-$226,458.67 
CSCO Cisco Systems, Inc.
-5.44%
-$477,641.71 
KLAC KLA Corporation
-4.54%
-$1.2M 
AMAT Applied Materials, Inc.
-4.31%
-$91,831.68 
SOXX iShares Semiconductor ETF
-3.58%
-$1.1M 
SEDG SolarEdge Technologies Inc.
-2.98%
-$73,858.2 
SMH VanEck Semiconductor ETF
-2.93%
-$10,595.45 
CHKP Check Point Software Technologies Ltd.
-2.32%
-$98,382.13 
IAK iShares U.S. Insurance ETF
-2.24%
-$9,551.8 
XLK State Street Technology Select Sector SPDR ETF
-1.88%
-$321,895.35 
EW Edwards Lifesciences Corporation
-1.85%
-$32,581.7 
XLE Energy Select Sector SPDR Fund
-1.59%
-$4,581.11 
QTEC First Trust NASDAQ-100 Technology Index Fund
-1.53%
-$13,247.08 
EQIX Equinix, Inc.
-1.49%
-$22,824.92 
SKYY First Trust Cloud Computing ETF
-1.49%
-$9,136.98 
NVDA NVIDIA Corporation
-1.45%
-$52,889.83 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.36%
-$31,794.28 
VGT Vanguard Information Technology ETF
-1.26%
-$3,410.15 
JNJ Johnson & Johnson
-1.16%
-$3,154.62 
QCOM QUALCOMM Incorporated
-1.15%
-$31,303.5 
XLI Industrial Select Sector SPDR Fund
-1.05%
-$69,330.87 
PAVE Global X U.S. Infrastructure Development ETF
-0.98%
-$65,401.2 
VIS Vanguard Industrials ETF
-0.88%
-$1,991.86 
ZS Zscaler Inc.
-0.86%
-$16,427.5 
CDNS Cadence Design Systems, Inc.
-0.84%
-$15,095.54 
ASML ASML Holding N.V. New York Registry Shares
-0.75%
-$62,242.76 
NVMI Nova Ltd.
-0.65%
-$2,750.44 
QQQ Invesco QQQ Trust, Series 1
-0.64%
-$293,000.4 
QQQM Invesco NASDAQ 100 ETF
-0.64%
-$154,504.4 
UNH UnitedHealth Group Incorporated
-0.56%
-$9,821.28 
LLY Eli Lilly and Company
-0.55%
-$14,316.04 
XAR SPDR S&P Aerospace & Defense ETF
-0.28%
-$8,150.98 
BRK-B Berkshire Hathaway Inc.
-0.25%
-$3,568.69 
GLD SPDR Gold Shares
-0.2%
-$430.91 
SNPS Synopsys, Inc.
-0.2%
-$3,928.39 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$460.28 
TSLA Tesla, Inc.
-0.11%
-$909.45 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6937 | Longs Won 4478/6937 64% | Profit Factor 2.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.02M |
| Average Win $189,000.99 | Best Trade (Sep 30) $41.15M | Sharpe Ratio -104.61 |
| Average Loss -$122,310.33 | Worst Trade (Mar 31) -$52.96M | Z-Score -6.41 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2d | Expectancy $78,648.6 |
| 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 | 6,211 | 5,590 | 4,969 | 4,348 | 3,727 | 3,106 | 2,484 | 1,863 | 1,242 | 621 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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