At HaOlam BaPortfolio, we specialize in preparing professional fundamental reports on stocks traded on the Tel Aviv Stock Exchange.
Our reports are built on up-to-date financial data and provide a comprehensive picture of the company’s status, valuation, and analysis of risks and opportunities – all in clear and simple language to help investors make informed decisions.
What will you find on the site?
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Professional financial reports – in-depth analyses of selected Israeli companies, including performance review, balance sheet status, cash flow, forecasts, and price target.
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Price targets and investment insights – data-driven valuations that allow you to understand the economic potential of each stock.
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Comprehensive S&P 500 and TA35 data table – an updated file with all the stocks in the index, including company name, current price, price target, and upside/downside potential in percentage terms. The data is intended to provide a general market overview and does not include analyses.
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In addition to company-specific reports, we publish monthly market insights designed to help investors position themselves wisely:
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Bitcoin Monthly Report – price target and scenario analysis
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Recommended Portfolio – stock picks and allocations for the coming year
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Dividend Leaders – the most attractive dividend-paying stocks in Israel
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Option Strategies – actionable derivatives strategies for the current month
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Market Trends Report – combined technical and fundamental outlook on Tel Aviv Stock Exchange
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Whether you are just starting out in the capital market or are an experienced investor – here you will find reliable, clear, and accurate information on Israeli stocks, along with easy access to basic global market data.
Click here to get the Bank Leumi financial report for free
Click here to get the Bank Hapoalim financial report for free
Our financial analysis reports
מניות
Customers will receive download links for their digital products on the checkout thank-you page, as well as an email link valid for 30 days.
The Big Four Banks of Israel
Banks
An exclusive analysis package that includes the four largest banks in Israel – Bank Leumi, Bank Hapoalim, Discount Bank and Mizrahi-Tefahot Bank.
Customers will receive download links for their digital products on the checkout thank-you page, as well as an email link valid for 30 days.
Real Estate Giants in Israel – Special Report Package
Real Estate
Get access to a comprehensive and organized package of analysis reports on the largest and leading real estate companies on the Tel Aviv Stock Exchange: BIG, Azrieli, Moina, Dimri, Shapir, Tower, Fattal, Amot and Melisron .
Customers will receive download links for their digital products on the checkout thank-you page, as well as an email link valid for 30 days.
TA35 and S&P500
Tables
Get access to two comprehensive sheets – one includes all 35 companies in the TA-35 index, and the other includes all 500 companies in the S&P 500 index.
Perfect for investors and analysts looking for a clear and organized look at the key players in both the Israeli and American markets.
What will you find inside?
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The names of the companies that make up each of the indices
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Current stock prices to track
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Target prices based on in-depth fundamental analyses
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Up/down potential to identify opportunities and risks
This tool saves you hours of research and provides instant insights for making smarter investment decisions – both in Israel and the US.
Please note: Customers will receive links to download their digital products on the thank you page after payment, as well as an additional link via email that will be valid for 30 days.
Our financial analysis reports
ניתוחים שונים
Customers will receive download links for their digital products on the checkout thank-you page, as well as an email link valid for 30 days.
Portfolio World – Clear and Reliable Equity Research
At Portfolio World, we believe smart investing starts with solid research.
That’s why our focus is on fundamental analysis: understanding a company’s financial health, business model, and long-term growth potential.
How we value companies
We apply the method that best fits each company:
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Discounted Cash Flow (DCF): for firms with stable cash flows – we project earnings and calculate present value.
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Net Asset Value (NAV): for real estate and holding companies – we assess assets minus liabilities to determine fair value.
Beyond the numbers
Each report also examines:
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Valuation multiples (P/E, P/B, dividend yield) vs. peers.
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Macro and sector trends that influence risk and growth.
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Management quality, ownership, and strategy, key drivers of long-term value.
What you’ll find in every report
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A target price based on our models and assumptions.
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Upside/downside potential compared to current market price.
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A clear review of main risks and opportunities.
Our mission
To deliver accurate, independent, and transparent research, so Israeli investors can make smarter, data-driven decisions.
Why Portfolio World?
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Professional, in-depth reports on selected Israeli stocks.
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Practical insights for building a stronger portfolio.
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Clear, actionable guidance for investors at every level.
Customer Testimonials
Eliran Vouaknin
"The report on Bank Hapoalim opened my eyes. Everything is explained simply and clearly, and it gave me confidence in making investment decisions."
Daniel Cohen
"As a young investor, I found it difficult to understand financial reports. The analyses from HaOlam BaPortfolio gave me clarity and practical tools – now I know where tostart."
Adi Dvir
"I’ve been following HaOlam BaPortfolio’s analyses for a few months now. Every report is accurate, professional, and well-structured – it saves me hours of research."
About Us
At HaOlam BaPortfolio, we believe that smart investments begin with solid research.
Our company specializes in producing professional, independent, and transparent fundamental equity research reports — enabling Israeli investors to make better, data-driven decisions in the capital markets.
Our team combines extensive financial experience with a deep understanding of both local and global markets:
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Rafael Levy – Founder and Director. An Equity Financial Researcher with 16 years of experience analyzing markets in the United States, South America, and the Middle East. Responsible for deep-dive company research, valuation models, and risk analysis.
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Eliran Ben Shimon – Head of Marketing & Strategy. Responsible for the company’s marketing, branding, and content strategy, bridging the gap between professional research and the wider community of investors.
Together, we build a bridge between complex financial data and clear, accessible insights — serving both novice and experienced investors.
Disclaimer:
The information and analyses presented on this website and in our reports are provided for general information purposes only and do not constitute investment advice, financial advice, investment marketing or a substitute for personal advice that takes into account the data and needs of each individual.
This information does not constitute an offer or recommendation to purchase or sell any securities, and reliance on the information is the sole responsibility of the user.
The writer does not hold an investment consulting license from the Israel Securities Authority and is not authorized to provide personal investment advice in accordance with the Law Regulating the Practice of Investment Consulting, Investment Marketing and Investment Portfolio Management, 5755-1995.
Any financial action taken based on this information is the sole responsibility of the user.
