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:
46.27%
Gain +1.21%
Monthly
0.69%
Yearly
8.62%
Drawdown
29.08%
$1.42B
Equity
Holdings
$1.42B
Investment
$1.29B
$494.32M
Profit +$20.27M
Realized
$368.53M
Unrealized
$125.8M
Dividends
$131.99M
Goals
Avg. 54.67% completed goals
Yearly
Gain > 15% 2026
Yearly
Loss < 30% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.21%
Profit
$20.27M
Win %
73%
This Week
Compared To Last Week
Gain
1.45%
Profit
$20.27M
Win %
73%
This Month
Compared to last month
Gain
6.37%
Profit
$84.76M
Win %
73%
This Year
Compared to last year
Gain
-4.32%
Profit
-$63.67M
Win %
74%
8341
83417MAE4
+29.53%
+$302,300.54 
SEDG SolarEdge Technologies Inc.
+21.53%
+$294,255.7 7695
76954AAD5
+11.81%
+$16,999.99 
CVS CVS Health Corporation
+6.3%
+$31,281.25 
XLE Energy Select Sector SPDR Fund
+3.91%
+$9,994.88 
NVO Novo Nordisk A/S Sponsored ADR
+3.23%
+$94,842.72 
NVMI Nova Ltd.
+2.76%
+$9,752.24 
AMD Advanced Micro Devices, Inc.
+2.21%
+$59,623.74 
QCOM QUALCOMM Incorporated
+1.82%
+$55,358.16 
AVGO Broadcom Inc.
+1.54%
+$4,540.2 
BIDU Baidu Inc.
+1.32%
+$48,601.14 
KLAC KLA Corporation
+1.26%
+$265,852.75 
ZS Zscaler Inc.
+0.97%
+$29,649.64 
GPRO GoPro Inc.
+0.91%
+$288.75 
META Meta Platforms Inc Class A
+0.9%
+$17,383.93 
NOW ServiceNow, Inc.
+0.79%
+$24,612.76 
IHI iShares U.S. Medical Devices ETF
+0.73%
+$4,044.3 
PPH VanEck Pharmaceutical ETF
+0.69%
+$1,747.24 
SHLD Global X Defense Tech ETF
+0.61%
+$13,762.06 
AAPL Apple Inc.
+0.45%
+$33,021.97 
GOOG Alphabet Inc
+0.43%
+$91,935.15 
SMH VanEck Semiconductor ETF
+0.31%
+$1,054.25 
V Visa Inc. Class A
+0.28%
+$4,211.51 
XLC Communication Services Select Sector SPDR Fund
+0.28%
+$35,505.85 
LYG Lloyds Banking Group Plc ADR
+0.16%
+$130 
MA Mastercard Incorporated
+0.11%
+$575.36 
EWU iShares MSCI United Kingdom ETF
+0.08%
+$13,424 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$416.4 
INVZ Innoviz Technologies Ltd.
+0.03%
+$1.57 
AMAT Applied Materials, Inc.
0%
$0 
ARRY Array Technologies Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CHKP Check Point Software Technologies Ltd.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
EPAM Epam Systems Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
ORCL Oracle Corporation
0%
$0 
PATH Uipath Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
JETS U.S. Global Jets ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 8425
842587ED5
0%
$0 
VBIX Viewbix Inc.
-23.81%
-$27,000 
BETA BETA Technologies, Inc. - Class A Common Stock
-14.73%
-$42,510 
SKYY First Trust Cloud Computing ETF
-6.83%
-$18,643.92 
ITB iShares U.S. Home Construction ETF
-6.48%
-$19,606.92 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.88%
-$102,183.48 
VGT Vanguard Information Technology ETF
-5.49%
-$15,137.28 
QTEC First Trust NASDAQ-100 Technology Index Fund
-5.4%
-$44,508.51 
QQQM Invesco NASDAQ 100 ETF
-4.08%
-$988,920 
KBWB Invesco KBW Bank ETF
-2.63%
-$16,328 
MU Micron Technology, Inc.
-2.6%
-$47,119.2 
ANET Arista Networks, Inc.
-2.53%
-$10,683.59 
XLY Consumer Discretionary Select Sector SPDR Fund
-2.15%
-$107,727.47 
UNH UnitedHealth Group Incorporated
-2.13%
-$33,188.4 
IYG iShares U.S. Financial Services ETF
-2.11%
-$10,973.62 
XLF Financial Select Sector SPDR Fund
-1.83%
-$264,041.76 
PFE Pfizer Inc.
-1.55%
-$43,658 
IBM International Business Machines Corporation
-1.35%
-$4,350.24 
GOOGL Alphabet Inc
-1.29%
-$43,589.43 
INTC Intel Corporation
-1.24%
-$33,062.45 
VHT Vanguard Health Care ETF
-1.21%
-$15,639.93 
JNJ Johnson & Johnson
-1.03%
-$3,293.09 
ABBV AbbVie Inc.
-0.97%
-$30,691.2 
PANW Palo Alto Networks, Inc.
-0.87%
-$2,884.7 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.85%
-$19,326.44 
VEEV Veeva Systems Inc.
-0.77%
-$19,585.38 
IAK iShares U.S. Insurance ETF
-0.68%
-$2,520 
TSLA Tesla, Inc.
-0.63%
-$2.27M 
XLI Industrial Select Sector SPDR Fund
-0.57%
-$46,397.7 
JPM JPMorgan Chase & Co.
-0.48%
-$25,550.6 
EQIX Equinix, Inc.
-0.44%
-$6,976.86 
SPBO SPDR Portfolio Corporate Bond ETF
-0.39%
-$38,087.5 
XLV Health Care Select Sector SPDR Fund
-0.37%
-$31,239.54 
WMT Walmart Inc.
-0.33%
-$1,219.15 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$11,965.52 
ACWI iShares MSCI ACWI ETF
-0.24%
-$77,000 
ABT Abbott Laboratories
-0.24%
-$3,191.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$20,804.81 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$173,899.49 
IVV iShares Core S&P 500 ETF
-0.16%
-$327,177.34 
AMZN Amazon.com Inc
-0.14%
-$33,970.86 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.12%
-$31,552.8 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.12%
-$821.81 
NVDA NVIDIA Corporation
-0.1%
-$5,379.93 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$692.9 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.04%
-$11,489.7 
BKNG Booking Holdings Inc.
-0.01%
-$28.71 Events
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Dividends
Dividend Analysis
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| Trades 7045 | Longs Won 4627/7045 65% | Profit Factor 2.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.23M |
| Average Win $187,736.14 | Best Trade (Sep 30) $41.15M | Sharpe Ratio -89.32 |
| Average Loss -$154,691.72 | Worst Trade (Aug 07) -$113.58M | Z-Score -4.09 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4d | Expectancy $70,166.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7695 76954AAD5 | 150,000 | $149,666.66 | $160,999.99 | - | $11,333.33 | 7.57% | +11.806% |
| 8341 83417MAE4 | 770,000 | $1.02M | $1.33M | - | $303,120.35 | 29.63% | +29.53% |
| 8425 842587ED5 | 1.49M | $1.51M | $1.51M | - | - | - | 0.0 |
| AAPL Apple Inc. | 23,420 | $5.94M | $7.32M | - | $1.37M | 23.1% | +0.453% |
| ABBV AbbVie Inc. | 12,788 | $1.99M | $3.12M | - | $1.13M | 56.92% | -0.975% |
| ABT Abbott Laboratories | 12,765 | $1.24M | $1.35M | - | $104,201.84 | 8.39% | -0.236% |
| ACWI iShares MSCI ACWI ETF | 200,000 | $27.66M | $32.02M | - | $4.36M | 15.75% | -0.24% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,836 | $380,007.83 | $374,815.56 | - | -$5,192.27 | -1.37% | 0.0 |
| AMAT Applied Materials, Inc. | 2,661 | $909,323.83 | $1.42M | - | $512,288.78 | 56.34% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 5,609 | $1.14M | $2.76M | - | $1.62M | 142.13% | +2.205% |
| AMZN Amazon.com Inc | 87,107 | $18.14M | $23.72M | - | $5.57M | 30.72% | -0.143% |
| ANET Arista Networks, Inc. | 2,141 | $364,000 | $411,757.12 | - | $47,757.12 | 13.12% | -2.529% |
| ARRY Array Technologies Inc. | 59,570 | $335,075.72 | $335,974.8 | - | $899.08 | 0.27% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 3,668 | $2.52M | $6.16M | - | $3.63M | 144.06% | 0.0 |
| AVGO Broadcom Inc. | 705 | $204,632.96 | $299,427.6 | - | $94,794.64 | 46.32% | +1.54% |
| BABA Alibaba Group Holding Limited SP ADR | 4,284 | $327,901.53 | $550,622.52 | - | $222,720.99 | 67.92% | 0.0 |
| BETA BETA Technologies, Inc. - Class A Common Stock | 13,000 | $218,000 | $246,090 | - | $28,090 | 12.89% | -14.73% |
| BIDU Baidu Inc. | 33,062 | $3.68M | $3.72M | - | $38,723.35 | 1.05% | +1.323% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 382,990 | $29.45M | $29.01M | - | -$444,059.21 | -1.51% | -0.04% |
| BKNG Booking Holdings Inc. | 1,435 | $181,993.91 | $297,045 | - | $115,051.09 | 63.22% | -0.01% |
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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 - $37.41M, Invesco QQQ Trust, Series 1 - $26.7M, State Street Technology Select Sector SPDR ETF - $22.77M, and Microsoft Corp - $16.7M. 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 $131.99M earned over time. The largest contributors to dividend income include iShares MSCI Germany ETF - $25.4M, SPDR S&P 500 ETF Trust - $6.53M, VANGUARD FTSE DEVELOPED MARKETS ETF - $3.8M, iShares MSCI United Kingdom ETF - $3.79M, and Vanguard S&P 500 ETF - $3.58M. 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.
