{"id":29,"date":"2021-02-26T19:04:00","date_gmt":"2021-02-26T16:04:00","guid":{"rendered":"https:\/\/baytutumlu.com\/index.php\/2021\/02\/26\/subat-2021-sonu-portfoy-durumu\/"},"modified":"2024-06-27T22:23:02","modified_gmt":"2024-06-27T19:23:02","slug":"subat-2021-sonu-portfoy-durumu","status":"publish","type":"post","link":"https:\/\/baytutumlu.com\/index.php\/2021\/02\/26\/subat-2021-sonu-portfoy-durumu\/","title":{"rendered":"\u015eubat 2021 Sonu Portf\u00f6y Durumu"},"content":{"rendered":"
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Herkese selamlar,<\/p>\n<\/div>\n

Bir ay\u0131 daha geride b\u0131rakt\u0131k. Ciddi manada yat\u0131r\u0131ma ba\u015flayal\u0131 32 ay olmu\u015f. Zaman\u00a0ger\u00e7ekten \u00e7ok h\u0131zl\u0131 ak\u0131yor. Bazen bu iyi bir\u015fey mi diye d\u00fc\u015f\u00fcn\u00fcyorum. \u0130\u015f ve ev aras\u0131nda mekik dokurken \u00f6mr\u00fcm\u00fcz\u00fc t\u00fcketiyoruz. \u00d6zellikle bu pandemi s\u00fcrecinde soka\u011fa \u00e7\u0131kma k\u0131s\u0131tlamalar\u0131yla birlikte evlere daha fazla hapsoldu\u011fumuzdan dolay\u0131 i\u00e7inde bulundu\u011fumuz kapan\u0131 daha iyi g\u00f6rebiliyorum. Finansal \u00f6zg\u00fcrl\u00fc\u011f\u00fc de en \u00e7ok bu nedenle \u00f6nemsiyorum. Vaktimin t\u00fcm\u00fcn\u00fcn bana ait olmas\u0131 nas\u0131l bir duygu hat\u0131rlam\u0131yorum desem yeridir, o kadar uzun zaman oldu. \u0130\u015f hayat\u0131na at\u0131ld\u0131\u011f\u0131m\u0131z g\u00fcnden itibaren hep bir ko\u015fu\u015fturmaca i\u00e7indeyiz. Ger\u00e7ekten bazen durup hayat\u0131n ak\u0131\u015f\u0131n\u0131 izlemeyi ve hi\u00e7bir \u015fey yapmadan g\u00fcnler, haftalar ge\u00e7irmeyi \u00f6zl\u00fcyor insan. Neyse daha fazla uzatmadan piyasalar\u0131n durumuna gelelim.<\/span><\/div>\n
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Bu ay finansal piyasalar a\u00e7\u0131s\u0131ndan ocak ile benzer ba\u015flasa da ay\u0131n sonuna do\u011fru t\u00fcm d\u00fcnyada panik sat\u0131\u015flar\u0131 derinle\u015fti. Ge\u00e7en ay\u0131 1479 puandan kapatan BIST100 endeksi, ay i\u00e7erisinde 1574 puana kadar \u00e7\u0131ksa da buralardan tutunamad\u0131 ve ay\u0131 1471 puan seviyesinden bitirmi\u015f oldu. SP500 ise 3736 puandan ba\u015flad\u0131\u011f\u0131 \u015fubat ay\u0131n\u0131n sonunda 3803 puanda bulunuyor. Dolar\/TL 7.30 ile ba\u015flad\u0131\u011f\u0131 ayda 6.90 seviyelerini g\u00f6rm\u00fc\u015f olsa da son haftadaki h\u0131zl\u0131 y\u00fckseli\u015fle an itibariyle 7.47 seviyelerinde bulunuyor. Gram alt\u0131n ise 436 liradan ba\u015flad\u0131\u011f\u0131 ay\u0131 415 liradan kapatt\u0131.<\/span><\/div>\n
\u00a0<\/span><\/div>\n
Portf\u00f6y durumuna gelecek olursak bu ay meydana\u00a0gelen en b\u00fcy\u00fck de\u011fi\u015fiklik\u00a0arabay\u0131 de\u011fi\u015ftirmek oldu. Yakla\u015f\u0131k 6 y\u0131ld\u0131r kulland\u0131\u011f\u0131m 2005 model arabam\u0131 satarak 2017 model bir arabaya terfi ettim. Genel olarak nakit tutmad\u0131\u011f\u0131m i\u00e7in, bu al\u0131m\u0131 yapmak i\u00e7in fon portf\u00f6y\u00fcn\u00fcn tamam\u0131n\u0131 ve hisse portf\u00f6y\u00fcnden bir miktar sat\u0131\u015f yapt\u0131m. Zaten gayri resmi\u00a0olarak fon portf\u00f6y\u00fcn\u00fc araba al\u0131m\u0131 i\u00e7in biriktiriyordum diyebilirim:) Fon taraf\u0131nda %50 civar\u0131nda bir kar\u0131m oldu. Hisselerde ise nispeten pahal\u0131 oldu\u011funu d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fcm hisselerde sat\u0131\u015f yapt\u0131m.\u00a0<\/span><\/div>\n
\u00a0<\/span><\/div>\n
G\u00fcncel portf\u00f6y durumu bu \u015fekildedir. Bu ay bir\u00e7ok \u015firket bilan\u00e7o ve temett\u00fc tarihlerini a\u00e7\u0131klad\u0131. Y\u0131l\u0131n en sevdi\u011fim ikinci zaman\u0131 bilan\u00e7o d\u00f6nemi, en sevdi\u011fim zaman\u0131 ise temett\u00fc d\u00f6nemi. Mart ay\u0131 kendi a\u00e7\u0131mdan olduk\u00e7a bereketli ge\u00e7ecek diye d\u00fc\u015f\u00fcn\u00fcyorum. Bu y\u0131lki hedefim olan 50 bin TL temett\u00fcye ula\u015fabilecek miyim g\u00f6rece\u011fiz:)<\/span><\/div>\n
\u00a0<\/span><\/div>\n
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Eurobond taraf\u0131nda bu ay da i\u015flem yapmad\u0131m. Ay\u0131n son haftas\u0131nda ABD 10 y\u0131ll\u0131k tahvil faizleri y\u00fckselme e\u011filimi g\u00f6stermeye ba\u015flad\u0131. B\u00f6yle devam ederse ve cds biraz artarsa eurobond al\u0131m\u0131 i\u00e7in makul seviyelere gelebiliriz. Uzun vadeli bondlarda %7 ve \u00fczeri bile\u015fik getiri oranlar\u0131 benim i\u00e7in makul al\u0131m yerleri oldu\u011fu i\u00e7in oralarda kademeli olarak al\u0131m yapabilirim. Bu ay toplamda 254 usd kupon \u00f6demesi ald\u0131m.<\/span><\/div>\n
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Yaz\u0131n\u0131n ba\u015f\u0131nda da bahsetti\u011fim gibi fon portf\u00f6y\u00fcn\u00fcn tamam\u0131n\u0131 ara\u00e7 al\u0131m\u0131 i\u00e7in kulland\u0131m. \u0130lk al\u0131mlar\u0131ma fonun kuruldu\u011fu a\u011fustos ay\u0131nda ba\u015flam\u0131\u015ft\u0131m. Bu kadar k\u0131sa s\u00fcrede %50 kazan\u00e7 ger\u00e7ekten g\u00fczel oldu. Bu vesileyle NNF fonuyla bizi tan\u0131\u015ft\u0131ran sn Ya\u015far Y\u0131ld\u0131r\u0131m ve Yunus \u015eahin’e te\u015fekk\u00fcr etmek istiyorum.<\/span><\/p>\n<\/div>\n

\u00a0<\/span><\/div>\n
G\u00fcncel pasif gelir ve portf\u00f6y durumu bu \u015fekildedir. Ay sonundaki sat\u0131\u015flara ra\u011fmen genel portf\u00f6y ay\u0131 TL baz\u0131nda %2.02, usd baz\u0131nda ise %0.32 art\u0131\u015fla tamamlad\u0131. Finansal \u00f6zg\u00fcrl\u00fck seviyem ise yoksulluk s\u0131n\u0131r\u0131n\u0131n y\u00fckselmesiyle ge\u00e7en aya g\u00f6re gerileyerek %52.34 oldu. %100 olana kadar sab\u0131rla tasarruf ve yat\u0131r\u0131ma devam ediyorum.<\/span><\/div>\n
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Okudu\u011funuz i\u00e7in te\u015fekk\u00fcr ederim.<\/span><\/div>\n
\u00a0<\/span><\/div>\n
Bay Tutumlu<\/span><\/div>\n
\u00a0<\/span><\/div>\n
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\u00a0<\/span><\/p>\n<\/div>\n

\u00a0<\/span><\/div>\n
\u00a0<\/span><\/div>\n","protected":false},"excerpt":{"rendered":"

Herkese selamlar, Bir ay\u0131 daha geride b\u0131rakt\u0131k. Ciddi manada yat\u0131r\u0131ma ba\u015flayal\u0131 32 ay olmu\u015f. Zaman\u00a0ger\u00e7ekten \u00e7ok h\u0131zl\u0131 ak\u0131yor. Bazen bu iyi bir\u015fey mi diye d\u00fc\u015f\u00fcn\u00fcyorum.…<\/p>\n","protected":false},"author":2,"featured_media":273,"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":[5,3,7,8,6,34,15],"tags":[],"class_list":["post-29","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa","category-erken-emeklilik","category-eurobond","category-finansal-ozgurluk","category-fire","category-portfoy","category-yatirim","entry","double"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2021\/02\/nature-3082832_1920.jpeg?fit=640%2C360&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\/29","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=29"}],"version-history":[{"count":1,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/29\/revisions"}],"predecessor-version":[{"id":274,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/29\/revisions\/274"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media\/273"}],"wp:attachment":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media?parent=29"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/categories?post=29"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/tags?post=29"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}