{"id":12,"date":"2022-01-31T20:32:00","date_gmt":"2022-01-31T17:32:00","guid":{"rendered":""},"modified":"2024-06-27T22:18:21","modified_gmt":"2024-06-27T19:18:21","slug":"ocak-2022-sonu-portfoy-durumu","status":"publish","type":"post","link":"https:\/\/baytutumlu.com\/index.php\/2022\/01\/31\/ocak-2022-sonu-portfoy-durumu\/","title":{"rendered":"Ocak 2022 Sonu Portf\u00f6y Durumu"},"content":{"rendered":"

Herkese selamlar,<\/span><\/p>\n

Bir ay\u0131n daha sonuna geldik. Ciddi manada yat\u0131r\u0131ma ba\u015flayal\u0131 43 ay olmu\u015f. Bu ay \u00f6zel i\u015flerim nedeniyle piyasalarla ve portf\u00f6y\u00fcmle pek fazla ilgilenemedim. Genel olarak yat\u0131r\u0131m y\u00f6n\u00fcnden yatay ge\u00e7en bir ay oldu diyebilirim. Dolar\/tl ge\u00e7en ay sonunda 13.22 seviyesinde bulunuyormu\u015f, \u015fu anda ise 13.32 tl civar\u0131nda. BIST100 endeksi ise 1857 puandan ba\u015flad\u0131\u011f\u0131 ay\u0131 2003 puandan kapatarak %7.86 y\u00fckselmi\u015f oldu. Ki\u015fisel portf\u00f6y\u00fcm ise bunun olduk\u00e7a alt\u0131nda kalarak %1.80 art\u0131\u015f g\u00f6sterdi. Y\u0131l\u0131n ilk ay\u0131nda genellikle havac\u0131l\u0131k hisselerinde hareketlilik g\u00f6rd\u00fck. Portf\u00f6y\u00fcmdeki hisseleri\u00a0 ancak \u015firket baz\u0131nda bir sorun g\u00f6r\u00fcrsem \u00e7\u0131kartt\u0131\u011f\u0131m i\u00e7in momentum yat\u0131r\u0131m\u0131 yapm\u0131yorum. Bu nedenle baz\u0131 f\u0131rsatlar\u0131 ka\u00e7\u0131r\u0131yor olabilirim fakat momentum yat\u0131r\u0131m\u0131 yapmaya zaman\u0131m olmad\u0131\u011f\u0131 i\u00e7in bu y\u00f6ntemi tercih etmiyorum. \u015eirketlerime g\u00fcvenmem uzun vadede gece rahat uyumam\u0131 sa\u011fl\u0131yor.<\/span><\/p>\n

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<\/a>Bu ay portf\u00f6yde \u00e7ok ufak de\u011fi\u015fiklikler yapt\u0131m. ANHYT hisselerimden \u00e7ok az bir k\u0131sm\u0131n\u0131 EREGL ile de\u011fi\u015ftirdim. ANHYT y\u0131l sonu bilan\u00e7osunu a\u00e7\u0131klad\u0131 ve \u00e7eyreklik bazda tarihi rekorunu k\u0131rm\u0131\u015f oldu. Bu y\u0131l da hat\u0131r\u0131 say\u0131l\u0131r bir temett\u00fc bekledi\u011fim i\u00e7in g\u00f6rece de\u011fer kazansa da portf\u00f6y\u00fcmde tutmaya devam ediyorum.<\/span><\/p>\n

G\u00fcncel portf\u00f6y durumu bu \u015fekildedir. Bu ay 500 adet ANHYT hissesi satarak 270 adet EREGL eklemesi yapt\u0131m.\u00a0<\/span><\/p>\n

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Eurobond taraf\u0131nda ise bu ay bir adet al\u0131m yapt\u0131m. US900123CT57 kodlu eurobonddan 1000 usd nominal kar\u015f\u0131l\u0131\u011f\u0131nda al\u0131m yaparak toplam eurobond portf\u00f6y\u00fcn\u00fc 34 bin usd’ye \u00e7\u0131kartt\u0131m. An itibariyle 2022 y\u0131l\u0131 i\u00e7inde 2458 usd kupon elde edece\u011fim. Ocak ay\u0131nda ise 2 adet eurobonddan toplamda 238.13 usd kupon geliri elde ettim. Uzun vadede hedefim y\u0131ll\u0131k 10 bin usd temett\u00fc ve 5 bin usd eurobond kupon geliri elde etmek.<\/span><\/p>\n

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Twitter’dan takip edenlerin bilece\u011fi \u00fczere k\u00fc\u00e7\u00fck miktarlarda kripto para biriktirmeye ba\u015flad\u0131m. Hen\u00fcz miktar \u00e7ok az oldu\u011fu i\u00e7in d\u00f6viz k\u0131sm\u0131nda g\u00f6sterdi\u011fim bu yat\u0131r\u0131m\u0131 portf\u00f6y biraz b\u00fcy\u00fcd\u00fc\u011f\u00fcnde ayr\u0131ca tablo halinde payla\u015faca\u011f\u0131m.\u00a0<\/span><\/p>\n

G\u00fcncel pasif gelir ve portf\u00f6y durumu bu \u015fekildedir. Bu ay toplam portf\u00f6y TL baz\u0131nda %1.8, usd baz\u0131nda ise %1.04 de\u011fer kazanarak 2.38 mn TL’ye ula\u015ft\u0131. Yoksulluk s\u0131n\u0131r\u0131 13.844 tl olarak a\u00e7\u0131klan\u0131rken finansal \u00f6zg\u00fcrl\u00fck oran\u0131m %57.36 oldu.\u00a0<\/span><\/p>\n

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\u00a0<\/span><\/p>\n

Okudu\u011funuz i\u00e7in te\u015fekk\u00fcr ederim.<\/span><\/p>\n

Bay Tutumlu<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Herkese selamlar, Bir ay\u0131n daha sonuna geldik. Ciddi manada yat\u0131r\u0131ma ba\u015flayal\u0131 43 ay olmu\u015f. Bu ay \u00f6zel i\u015flerim nedeniyle piyasalarla ve portf\u00f6y\u00fcmle pek fazla ilgilenemedim.…<\/p>\n","protected":false},"author":2,"featured_media":223,"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":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[3,7,8,6,34],"tags":[],"class_list":["post-12","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-erken-emeklilik","category-eurobond","category-finansal-ozgurluk","category-fire","category-portfoy","entry","double"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2022\/01\/lantern-g0fa50f8ef_1920.jpeg?fit=640%2C407&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\/12","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=12"}],"version-history":[{"count":3,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/12\/revisions"}],"predecessor-version":[{"id":226,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/12\/revisions\/226"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media\/223"}],"wp:attachment":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media?parent=12"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/categories?post=12"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/tags?post=12"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}