Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

I.b.i Guy 75/25 Il (0P0000A7WC)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
3,016.610 -0.120    -0.00%
21/11 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  I.B.I Mutual Funds Management (1978) Ltd
ISIN:  IL0051262306 
S/N:  5126230
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 69.5M
I.B.I 80/20 Guy 3,016.610 -0.120 -0.00%

0P0000A7WC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the I.B.I 80/20 Guy (0P0000A7WC) fund. Our I.B.I 80/20 Guy portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 4.360 4.370 0.010
Stocks 20.210 20.210 0.000
Bonds 72.560 72.560 0.000
Convertible 0.870 0.870 0.000
Other 2.010 2.230 0.220

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 5.150 11.214
Price to Book 0.834 1.604
Price to Sales 0.560 1.405
Price to Cash Flow 3.273 7.815
Dividend Yield 3.008 3.002
5 Years Earnings Growth 12.622 13.595

Sector Allocation

Name  Net % Category Average
Financial Services 33.920 22.984
Technology 11.190 18.497
Real Estate 10.470 14.589
Healthcare 7.910 6.052
Communication Services 7.890 6.132
Energy 7.150 7.978
Consumer Cyclical 6.910 8.163
Basic Materials 6.540 3.546
Industrials 4.090 10.275
Utilities 2.410 4.728
Consumer Defensive 1.520 5.409

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 243

Number of short holdings: 3

Name ISIN Weight % Last Change %
  Ispro Ltd 4.5 31-Dec-2027 IL0012022906 2.09 108.900 0.00%
  Government Fixed Rate 3.75% 31-03-47 IL0011401937 1.56 86.34 0.00%
  Discount Inv 4.8 30-DEC-2026 IL0063903483 1.47 101.23 -0.01%
  Amos Luzon Development 6.73 01-Dec-2033 IL0012069865 1.40 105.870 0.00%
  Spencer Equity Group Ltd (Israel) 7.24 31-Aug-2029 IL0011887887 1.32 103.590 0.00%
Clal Insurance Enterprises Holdings Ltd. IL0011934994 1.23 - -
  Duniec Bros Ltd 3.47 31-Dec-2026 IL0011987042 1.21 99.000 0.00%
  Space Communication Ltd 4.8 31-Dec-2026 IL0011585184 1.21 101.450 +0.05%
  Aura Investments Ltd 3.85 31-Jan-2029 IL0011935801 1.18 109.730 +0.03%
  Tachlit SAL Tel Bond Composite IL0011440133 1.17 3,931 0.00%

Top Equity Funds by I.B.I Mutual Funds Management (1978) Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  I.B.I. NASDAQ 100 Basket 742.4M 20.73 13.75 16.99
  IBI 70 30 577.4M 9.61 4.26 -
  IBI Up to 3 Yrs 80 20 527.23M 8.00 3.72 3.39
  IBI 85 15 396.27M 5.95 2.94 2.80
  I.B.I Forex Hedged USA Basket 338.67M 12.71 2.20 10.43
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000A7WC Comments

Write your thoughts about I.b.i Guy 75/25 Il
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email