{"id":2953,"date":"2025-01-16T14:15:33","date_gmt":"2025-01-16T11:15:33","guid":{"rendered":"https:\/\/baytutumlu.com\/?p=2953"},"modified":"2025-01-16T14:15:34","modified_gmt":"2025-01-16T11:15:34","slug":"aralik-2024-sonu-portfoy-durumu","status":"publish","type":"post","link":"https:\/\/baytutumlu.com\/index.php\/2025\/01\/16\/aralik-2024-sonu-portfoy-durumu\/","title":{"rendered":"Aral\u0131k 2024 Sonu Portf\u00f6y Durumu"},"content":{"rendered":"\n<p>Herkese selamlar.<\/p>\n\n\n\n<p>Bir ay\u0131n daha sonuna geldik. Asl\u0131nda bu yaz\u0131y\u0131 daha erken yazacakt\u0131m fakat f\u0131rsat olmad\u0131. Finansal \u00f6zg\u00fcrl\u00fck i\u00e7in yat\u0131r\u0131ma ba\u015flayal\u0131 78 ay, hedefime ula\u015fal\u0131 ise 15 ay olmu\u015f. Aral\u0131k ay\u0131 \u00e7ekirdek ailemizde olduk\u00e7a sakin ge\u00e7ti. K\u0131\u015f aylar\u0131nda olmam\u0131z\u0131n da etkisiyle san\u0131r\u0131m, daha fazla evde vakit ge\u00e7iriyorum. \u0130lkbaharda ve yaz\u0131n yapt\u0131\u011f\u0131m a\u00e7\u0131k hava y\u00fcr\u00fcy\u00fc\u015flerinin yerini spor salonu ald\u0131. D\u0131\u015farda hava \u00e7o\u011funlukla ya\u011fmurlu ve so\u011fuk oldu\u011fu i\u00e7in ben de genellikle bilgisayar ba\u015f\u0131nday\u0131m. Genellikle podcast\/makale haz\u0131rl\u0131\u011f\u0131 yap\u0131yorum veya bir\u015feyler okuyorum. Bu arada yeri gelmi\u015fken 2024 y\u0131l\u0131n\u0131 de\u011ferlendirdi\u011fimiz ve 2025 beklentilerimizi payla\u015ft\u0131\u011f\u0131m\u0131z finansal \u00f6zg\u00fcrl\u00fck kul\u00fcb\u00fcn\u00fcn yeni b\u00f6l\u00fcm\u00fcn\u00fc dinlemediyseniz linkini b\u0131rak\u0131yorum.<\/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: 2024&amp;apos;\u00fcn Karnesi ve 2025 Beklentileri | Finansal \u00d6zg\u00fcrl\u00fck Kul\u00fcb\u00fc #12\" 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\/6iQjBHzBxsPfxdyxmfsLUS?utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Piyasalar bir s\u00fcredir tats\u0131z gidiyor. Temmuz ay\u0131ntan itibaren devam eden yatay a\u015fa\u011f\u0131 y\u00f6nl\u00fc seyir bana 2018&#8217;i an\u0131msat\u0131yor. Yat\u0131r\u0131ma ilk ba\u015flad\u0131\u011f\u0131m y\u0131l olan 2018&#8217;te de bug\u00fcne benzer ko\u015fullar vard\u0131. Faizler kur \u015foku y\u00fcz\u00fcnden y\u00fckseltilmi\u015f, d\u00f6viz b\u00f6ylece bask\u0131lanm\u0131\u015ft\u0131. Hisse senetleri ise y\u00fcksek faiz nedeniyle zor g\u00fcnler ge\u00e7iriyordu. Y\u00fcksek faiz dedi\u011fim de maksimum %24&#8217;e \u00e7\u0131km\u0131\u015ft\u0131k, bug\u00fcnk\u00fc gibi %50&#8217;ler de\u011fil. Sosyal medyada son haftalarda borsadan so\u011fuyan \u00e7ok \u00f6nemli bir kesim var. Kendilerine g\u00f6re hakl\u0131lar da. Fakat piyasa dalgalanmalar\u0131 d\u00fc\u015fman\u0131m\u0131z de\u011fil dostumuz olmal\u0131. <\/p>\n\n\n\n<p>Borsan\u0131n do\u011fas\u0131nda d\u00f6ng\u00fcsel hareketler vard\u0131r, ama ge\u00e7mi\u015ften bu yana bakarsan\u0131z, bu d\u00f6ng\u00fclerin genel trendi y\u00fckseli\u015ftir. Bile\u015fik getiri mekanizmas\u0131, bu y\u00fckseli\u015fi besler; hisseler temett\u00fc \u00f6der veya \u015firketler k\u00e2rlar\u0131n\u0131 tekrar yat\u0131r\u0131ma y\u00f6nlendirir, b\u00fcy\u00fcr, b\u00f6ylece hissedarlar\u0131n de\u011feri artar. <\/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.\u00a0Sosyal medyadan bana s\u00fcrekli portf\u00f6y\u00fcn\u00fcz\u00fc neden payla\u015fm\u0131yorsunuz diye sorular geliyor. Portf\u00f6y de\u011fi\u015fmiyor ki payla\u015fay\u0131m:) Yeni bir hisse ald\u0131\u011f\u0131mda ya da \u00e7\u0131kard\u0131\u011f\u0131mda zaten yaz\u0131yorum. G\u00fcncel hisse senedi portf\u00f6y\u00fcm \u015fu \u015fekildedir.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"469\" height=\"314\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.03.23.png?resize=469%2C314&#038;ssl=1\" alt=\"\" class=\"wp-image-2954\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.03.23.png?w=469&amp;ssl=1 469w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.03.23.png?resize=300%2C201&amp;ssl=1 300w\" sizes=\"auto, (max-width: 469px) 100vw, 469px\" data-recalc-dims=\"1\" \/><\/figure><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"345\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.04.01.png?resize=600%2C345&#038;ssl=1\" alt=\"\" class=\"wp-image-2955\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.04.01.png?w=600&amp;ssl=1 600w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.04.01.png?resize=300%2C173&amp;ssl=1 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>Eurobond taraf\u0131nda aral\u0131k ay\u0131nda hi\u00e7 kupon \u00f6demesi almad\u0131m. Ocak ve temmuz aylar\u0131 kupon geliri a\u00e7\u0131s\u0131ndan en bereketli aylar\u0131m oluyor, o y\u00fczden d\u00f6rt g\u00f6zle bekliyorum:)<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"718\" height=\"319\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.06.53.png?resize=718%2C319&#038;ssl=1\" alt=\"\" class=\"wp-image-2956\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.06.53.png?w=718&amp;ssl=1 718w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.06.53.png?resize=300%2C133&amp;ssl=1 300w\" sizes=\"auto, (max-width: 718px) 100vw, 718px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>ABD taraf\u0131nda bu ay 3 farkl\u0131 etf ve 1 adet hisseden temett\u00fc \u00f6demesi ald\u0131m. \u015eimdilik temett\u00fcler nakit olarak duruyor, ekleme yapmad\u0131m. Trump&#8217;\u0131n iktidara gelmesi ve 2025&#8217;te tek faiz indirimi beklentileriyle piyasalar ufak bir t\u00fcrb\u00fclans ya\u015fasa da yoluna devam ediyor. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"498\" height=\"135\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.10.41.png?resize=498%2C135&#038;ssl=1\" alt=\"\" class=\"wp-image-2957\" style=\"width:498px;height:auto\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.10.41.png?w=498&amp;ssl=1 498w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/01\/Ekran-Resmi-2025-01-16-14.10.41.png?resize=300%2C81&amp;ssl=1 300w\" sizes=\"auto, (max-width: 498px) 100vw, 498px\" data-recalc-dims=\"1\" \/><\/figure><\/div>\n\n\n<p>Toparlayacak olursam,<\/p>\n\n\n\n<p>BIST100&#8217;\u00fcn %1.8 de\u011fer kazand\u0131\u011f\u0131 aral\u0131k ay\u0131nda toplam portf\u00f6y\u00fcm TL baz\u0131nda %3.9, usd baz\u0131nda ise %2.63 de\u011fer kazand\u0131. Umar\u0131m 2025 t\u00fcm finansal \u00f6zg\u00fcrl\u00fck yolcular\u0131 i\u00e7in bol kazan\u00e7l\u0131 ve bereketli bir y\u0131l olur.<\/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. Asl\u0131nda bu yaz\u0131y\u0131 daha erken yazacakt\u0131m fakat f\u0131rsat olmad\u0131. Finansal \u00f6zg\u00fcrl\u00fck i\u00e7in yat\u0131r\u0131ma ba\u015flayal\u0131 78 ay, hedefime ula\u015fal\u0131&#8230;<\/p>\n","protected":false},"author":2,"featured_media":210,"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":[34],"tags":[22,24,26,23],"class_list":["post-2953","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-portfoy","tag-borsa","tag-finansal-ozgurluk","tag-hisse-senedi","tag-yatirim","entry","double"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2022\/05\/mountain-landscape-2031539-scaled.jpg?fit=2560%2C1440&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\/2953","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=2953"}],"version-history":[{"count":1,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/2953\/revisions"}],"predecessor-version":[{"id":2958,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/2953\/revisions\/2958"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media\/210"}],"wp:attachment":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media?parent=2953"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/categories?post=2953"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/tags?post=2953"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}