{"id":1071,"date":"2024-11-03T20:34:22","date_gmt":"2024-11-03T17:34:22","guid":{"rendered":"https:\/\/baytutumlu.com\/?p=1071"},"modified":"2024-11-03T20:34:23","modified_gmt":"2024-11-03T17:34:23","slug":"ekim-2024-sonu-portfoy-durumu","status":"publish","type":"post","link":"https:\/\/baytutumlu.com\/index.php\/2024\/11\/03\/ekim-2024-sonu-portfoy-durumu\/","title":{"rendered":"Ekim 2024 Sonu Portf\u00f6y Durumu"},"content":{"rendered":"\n<p>Herkese selamlar.<\/p>\n\n\n\n<p>Bir ay\u0131n daha sonuna geldik. Finansal \u00f6zg\u00fcrl\u00fck amac\u0131yla yat\u0131r\u0131ma ba\u015flayal\u0131 76 ay, hedefime ula\u015fal\u0131 ise 13 ay olmu\u015f. Ekim ay\u0131 Tutumlu ailesinde olduk\u00e7a sakin ge\u00e7ti. G\u00fcnl\u00fck rutinimi b\u00fcy\u00fck oranda oturttu\u011fumu s\u00f6yleyebilirim. Standart bir g\u00fcn\u00fcm \u015fu \u015fekilde ge\u00e7iyor. K\u0131z\u0131m\u0131 okula b\u0131rakt\u0131ktan sonra spor salonuna ge\u00e7iyorum. 1.5 saat civar\u0131nda spor yapt\u0131ktan sonra eve gelip kahvalt\u0131 yap\u0131yorum. Ard\u0131ndan o g\u00fcnk\u00fc \u00e7al\u0131\u015fma plan\u0131ma g\u00f6re \u00e7al\u0131\u015fmalar\u0131ma ba\u015fl\u0131yorum. Bu, bazen Finansal \u00d6zg\u00fcrl\u00fck Kul\u00fcb\u00fcn\u00fc&#8217;n\u00fcn yeni b\u00f6l\u00fcm\u00fcne haz\u0131rl\u0131k oluyor. Bazen ise yeni bir makale \u00e7al\u0131\u015fmas\u0131. Bu arada yeri gelmi\u015fken yeni podcast b\u00f6l\u00fcm\u00fcm\u00fcz\u00fcn linkini payla\u015fay\u0131m:)<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Yat\u0131r\u0131mda S\u0131k Yap\u0131lan Hatalar 2. K\u0131s\u0131m | Finansal \u00d6zg\u00fcrl\u00fck Kul\u00fcb\u00fc #7\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/7hrE9MdL876npcSqdRaYCw?utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>E\u011fer bunlar\u0131 tamamlad\u0131ysam takip etti\u011fim haber sitelerini tar\u0131yorum, g\u00f6z\u00fcme \u00e7arpan ilgin\u00e7 bir makale var m\u0131 kontrol ediyorum. G\u00fcn\u00fcn b\u00fcltenlerini okuyorum. Daha \u00f6nce twitterda hangi b\u00fcltenleri takip etti\u011fimi yazm\u0131\u015ft\u0131m fakat buradan da payla\u015fm\u0131\u015f olay\u0131m. <\/p>\n\n\n\n<p><strong>G\u00fcnl\u00fck olarak takip etti\u011fim b\u00fcltenler ve haber siteleri.<\/strong><\/p>\n\n\n\n<p>Fintables g\u00fcnl\u00fck b\u00fclten<\/p>\n\n\n\n<p>Aposto alt\u0131 otuz<\/p>\n\n\n\n<p>gazeteoksijen.com<\/p>\n\n\n\n<p>Ft.com<\/p>\n\n\n\n<p>economist.com<\/p>\n\n\n\n<p>wsj.com\/marketwatch.com<\/p>\n\n\n\n<p><strong>Haftal\u0131k olarak takip etti\u011fim b\u00fcltenler ise \u015funlar.<\/strong><\/p>\n\n\n\n<p>Serdar Kuzulo\u011flu&#8217;nun D\u00fcnya Halleri B\u00fclteni<\/p>\n\n\n\n<p>Ussal Sahbaz haftal\u0131k b\u00fclten<\/p>\n\n\n\n<p>Fintables Haftal\u0131k Sohbetler\/Bilan\u00e7o Webinarlar\u0131<\/p>\n\n\n\n<p>Bunlara ay\u0131rd\u0131\u011f\u0131m vaktin d\u0131\u015f\u0131nda baz\u0131 \u00f6\u011fleden sonralar\u0131n\u0131 oyuna ay\u0131r\u0131yorum. \u015eu anda devam etti\u011fim oyunlar Disco Elysium ve EA Sports WRC. Yeni \u00e7\u0131kan Dragon Age oyununa ba\u015flamak istiyorum ama \u00f6nce \u015fu Discoyu bitirmem gerekiyor:)<\/p>\n\n\n\n<p>Bunlardan arta kalan zamanlar\u0131mda ev i\u015flerini yapmaya \u00e7al\u0131\u015f\u0131yorum. Yemek haz\u0131rlama, temizlik, \u00fct\u00fc vs i\u015flerini bo\u015f vaktim daha \u00e7ok oldu\u011fu i\u00e7in \u00f6ncelikli olarak ben yapmaya gayret ediyorum.<\/p>\n\n\n\n<p><strong>Eyl\u00fcl Ay\u0131nda Piyasalar<\/strong><\/p>\n\n\n\n<p>Ki\u015fisel bilgilerden sonra ekim ay\u0131nda piyasalarda neler olmu\u015f ona bakal\u0131m. Global tarafta bu ay FED toplant\u0131s\u0131 olacak. 25 puan indirim yap\u0131lmas\u0131na kesin g\u00f6z\u00fcyle bak\u0131l\u0131yor. ABD piyasalar\u0131nda se\u00e7im \u00f6ncesi beklentiler kar\u0131\u015f\u0131k. \u015eu anda iki aday\u0131n da \u015fans\u0131 e\u015fit g\u00f6z\u00fck\u00fcyor. Se\u00e7imin sonucunu birka\u00e7 kritik eyalet ve hatta \u015fehir belirleyecek gibi g\u00f6r\u00fcn\u00fcyor. Sp500 ekim ay\u0131nda %1 civar\u0131nda de\u011fer kaybetse de y\u0131lba\u015f\u0131ndan beri %20 civar\u0131nda art\u0131da. <\/p>\n\n\n\n<p>Yurt i\u00e7inde ise TCMB ekim ay\u0131nda da politika faizini sabit tuttu. Maalesef hem eyl\u00fcl enflasyonunun y\u00fcksek gelmesi hem de hane halk\u0131 beklentilerinin hala tam olarak \u00e7\u0131palanamamas\u0131 nedeniyle merkezin faiz indirmesi gecikiyor. Ekim enflasyonu pazartesi g\u00fcn\u00fc a\u00e7\u0131klanacak ve %2.5 civar\u0131nda bir ayl\u0131k enflasyon bekleniyor. Bu da faiz indirimlerinin y\u0131lba\u015f\u0131nda sonraya kalmas\u0131 demek. Bu da borsay\u0131 olumsuz etkiliyor. Hacimler tarihi d\u00fc\u015f\u00fck seviyelerde kalmaya devam ediyor. BIST100 endeksi ekim ay\u0131nda %8.3 de\u011fer kaybederken piyasalarda karamsarl\u0131k hakim.<\/p>\n\n\n\n<p><strong>Ki\u015fisel Portf\u00f6y\u00fcm<\/strong><\/p>\n\n\n\n<p>Uzun s\u00fcredir takip edenlerin bildi\u011fi \u00fczere hisse senedi portf\u00f6y\u00fcmde uzun vadeli yat\u0131r\u0131m\u0131 benimsiyorum. Yapaca\u011f\u0131m de\u011fi\u015fiklikleri uzun s\u00fcre d\u00fc\u015f\u00fcnerek yap\u0131yorum ve portf\u00f6y d\u00f6n\u00fc\u015f\u00fcm oran\u0131n\u0131 minimumda tutmaya \u00e7al\u0131\u015f\u0131yorum. Ekim ay\u0131nda herhangi bir hisse sat\u0131\u015f\u0131 yapmad\u0131m. Fiyat\u0131n\u0131n uygun oldu\u011funu d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcm Vakko hisselerine ekleme ger\u00e7ekle\u015ftirdim. Tekstil PMI&#8217;lar\u0131 olduk\u00e7a k\u00f6t\u00fc gitse de art\u0131k buralar\u0131n dip oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum. Ayr\u0131ca \u015firket sekt\u00f6rden fiyat bak\u0131m\u0131nda negatif anlamda ayr\u0131\u015ft\u0131. T\u00fcrk Trakt\u00f6r ay i\u00e7inde 65 milyon dolarl\u0131k yeni bir sat\u0131n alma ve ek temett\u00fc karar\u0131 a\u00e7\u0131klad\u0131. Bu da \u015firketin fiyatlamas\u0131na olumlu etki yapt\u0131. Kar\u015f\u0131t yat\u0131r\u0131m a\u00e7\u0131s\u0131ndan \u00f6nemli seviyelerden al\u0131m yapt\u0131\u011f\u0131m\u0131 d\u00fc\u015f\u00fcn\u00fcyorum.<\/p>\n\n\n\n<p>G\u00fcncel hisse senedi portf\u00f6y\u00fcm bu \u015fekildedir. Faiz indirimlerinin ba\u015flamas\u0131ndan olumlu etkilenebilecek bir dolu \u015firkete sahibim:) Umar\u0131m piyasa da \u00f6n\u00fcm\u00fczdeki aylarda gerekli fiyatlamay\u0131 yapar. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"934\" height=\"592\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.22.48.png?resize=934%2C592&#038;ssl=1\" alt=\"\" class=\"wp-image-1074\" style=\"width:733px;height:auto\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.22.48.png?w=934&amp;ssl=1 934w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.22.48.png?resize=300%2C190&amp;ssl=1 300w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.22.48.png?resize=768%2C487&amp;ssl=1 768w\" sizes=\"auto, (max-width: 934px) 100vw, 934px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"580\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.22.17.png?resize=1024%2C580&#038;ssl=1\" alt=\"\" class=\"wp-image-1075\" style=\"width:733px;height:auto\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.22.17.png?resize=1024%2C580&amp;ssl=1 1024w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.22.17.png?resize=300%2C170&amp;ssl=1 300w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.22.17.png?resize=768%2C435&amp;ssl=1 768w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.22.17.png?w=1194&amp;ssl=1 1194w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>Eurobond taraf\u0131nda bu ay 288 dolar civar\u0131nda kupon \u00f6demesi ald\u0131m. Gelen kuponlar\u0131 ABD se\u00e7imleri esnas\u0131nda piyasalarda meydana gelebilecek bir t\u00fcrb\u00fclans i\u00e7in haz\u0131rda tutuyorum. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"465\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.23.13.png?resize=1024%2C465&#038;ssl=1\" alt=\"\" class=\"wp-image-1076\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.23.13.png?resize=1024%2C465&amp;ssl=1 1024w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.23.13.png?resize=300%2C136&amp;ssl=1 300w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.23.13.png?resize=768%2C349&amp;ssl=1 768w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.23.13.png?w=1410&amp;ssl=1 1410w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>ABD taraf\u0131nda bu ay eurobond kuponlar\u0131yla az miktarda $VOO eklemesi yapt\u0131m. SP500 bu ay hafif gerilese de hala zirvelerde gezinmeye devam ediyor.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"258\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.25.33.png?resize=1000%2C258&#038;ssl=1\" alt=\"\" class=\"wp-image-1077\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.25.33.png?w=1000&amp;ssl=1 1000w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.25.33.png?resize=300%2C77&amp;ssl=1 300w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/11\/Ekran-Resmi-2024-11-03-10.25.33.png?resize=768%2C198&amp;ssl=1 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>Toparlayacak olursam,<\/p>\n\n\n\n<p>BIST100&#8217;\u00fcn %8&#8217;in \u00fczerinde de\u011fer kaybetti\u011fi ekim ay\u0131nda toplam portf\u00f6y\u00fcm TL baz\u0131nda %1.16, dolar baz\u0131da %1.6 k\u00fc\u00e7\u00fcld\u00fc. Hem hisse senedi pozisyonlar\u0131m\u0131n defansif durmas\u0131 hem de ABD portf\u00f6y\u00fc\/eurobondlar sayesinde kay\u0131plar\u0131 limitlemi\u015f olduk. <\/p>\n\n\n\n<p>Okudu\u011funuz i\u00e7in te\u015fekk\u00fcr ederim.<\/p>\n\n\n\n<p>Bay Tutumlu<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Herkese selamlar. Bir ay\u0131n daha sonuna geldik. Finansal \u00f6zg\u00fcrl\u00fck amac\u0131yla yat\u0131r\u0131ma ba\u015flayal\u0131 76 ay, hedefime ula\u015fal\u0131 ise 13 ay olmu\u015f. Ekim ay\u0131 Tutumlu ailesinde olduk\u00e7a&#8230;<\/p>\n","protected":false},"author":2,"featured_media":608,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[8,6,4],"tags":[22,24,25,26,23],"class_list":["post-1071","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finansal-ozgurluk","category-fire","category-hisse-senedi","tag-borsa","tag-finansal-ozgurluk","tag-fire","tag-hisse-senedi","tag-yatirim","entry","double"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2023\/02\/pexels-photo-1162251.jpeg?fit=1880%2C1253&ssl=1","jetpack-related-posts":[],"jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"_links":{"self":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/1071","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/comments?post=1071"}],"version-history":[{"count":3,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/1071\/revisions"}],"predecessor-version":[{"id":1078,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/1071\/revisions\/1078"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media\/608"}],"wp:attachment":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media?parent=1071"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/categories?post=1071"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/tags?post=1071"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}