The investment advisor who identifies "an opportunity we haven't seen in a long time" — and not in stocks

Tzali Kfir, a senior investment advisor at Bank Leumi, identifies an opportunity in bonds of Wall Street tech giants with yields of 5%–6%, and recommends exposure through ETFs. She builds conservative and aggressive portfolios while favoring indices, and warns against Israeli real estate stocks.

Tzali Kfir, a senior investment advisor at Bank Leumi, identifies an investment opportunity in bonds of Wall Street tech giants, with yields of 5%–6%, and not necessarily in stocks. According to her, companies like Microsoft, Google, Apple, and Nvidia offer high financial quality and strong credit ratings. Kfir recommends investors gain exposure to these bonds through ETFs due to high liquidity. She also builds two investment portfolios: a conservative one with 25% stocks and an aggressive one with 60% stocks, while favoring stock indices to reduce volatility. In the local market, she is cautious and describes real estate stocks as very frightening due to pressure on demand and financing deals. The article quotes Kfir throughout, without external voices.

The investment advisor who identifies "an opportunity we haven't seen in a long time" — and not in stocks