At Portfolio World, we specialize in preparing professional fundamental reports on stocks traded on the Tel Aviv Stock Exchange.
The reports are built on the basis of current financial data and provide a comprehensive picture of the company's condition, valuation, risk and opportunity analysis - all in simple and clear 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 reviews, balance sheet status, cash flow, forecasts and target price.
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Target prices and investment insights – data-based valuations that allow you to understand the economic potential of each stock.
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Comprehensive data tables of the TA-AllShare and S&P 500 indices – quick and centralized access to all the flagship stocks of Tel Aviv and Wall Street, including company name, current price, target price and potential increase/decrease in percentage. The tool presents a clear and accessible market picture – without burdening you with unnecessary analysis.
Whether you are just starting out in the capital market or an experienced investor - here you will find reliable, clear and accurate information about Israeli stocks, along with easy access to basic global market data.
Click here to receive Melisron's free financial report.
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.
TA-AllShare and S&P500
Tables
Get access to two comprehensive sheets – one includes all 393 companies in the index TA-AllShare and the second is all 500 companies in the index S&P500.
Perfect for investors and analysts looking for a clear, organized, and focused view of 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
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.
ניתוחים שונים
The World in a Portfolio – Reliable and Clear Stock Analysis
At Portfolio World, we believe that smart investments begin with in-depth research.
That's why we focus on fundamental analysis: a thorough examination of the company's financial condition, its business model, and the potential for long-term growth.
How we value friendships
We choose the evaluation method depending on the nature of the company:
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Discounted Cash Flow (DCF) Model: Suitable for companies with stable cash flow – calculating the present value of future profits.
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Net asset value (NAV): Suitable for real estate and holding companies – examining the value of assets less liabilities.
Beyond numbers
In each report we also examine:
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Financial multiples (P/E, P/B, dividend yield) for comparison to the industry.
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Macro and sectoral trends that affect risk and growth.
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Management quality, ownership structure, and business strategy – critical factors for long-term value.
What will you find in each report?
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Target price based on our models and assumptions.
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Estimating the potential for an increase or decrease compared to the market price.
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A clear overview of key risks and opportunities.
Our goal
To offer accurate, independent, and transparent analyses – so that Israeli investors can make smart, data-based decisions.
Why choose "The World in a Portfolio"?
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In-depth and professional reports on selected Israeli stocks.
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Practical insights for expanding your investment portfolio.
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Clear instructions for every investor – beginner or experienced.
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 to start."
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.
