{"id":3252,"date":"2025-05-04T20:28:50","date_gmt":"2025-05-04T17:28:50","guid":{"rendered":"https:\/\/baytutumlu.com\/?p=3252"},"modified":"2025-05-04T20:28:51","modified_gmt":"2025-05-04T17:28:51","slug":"nisan-2025-sonu-portfoy-durumu","status":"publish","type":"post","link":"https:\/\/baytutumlu.com\/index.php\/2025\/05\/04\/nisan-2025-sonu-portfoy-durumu\/","title":{"rendered":"Nisan 2025 Sonu Portf\u00f6y Durumu"},"content":{"rendered":"\n<p>Herkese selamlar. Bir ay\u0131n daha sonuna geldik. Finansal \u00f6zg\u00fcrl\u00fck i\u00e7in yat\u0131r\u0131ma ba\u015flayal\u0131 tam 82 ay, hedefime ula\u015fal\u0131 ise 19 ay olmu\u015f.\u00a0Mart ay\u0131nda yerelde ya\u015fanan kaos neticesinde dalgal\u0131 bir piyasa g\u00f6rm\u00fc\u015ft\u00fck. Nisan ay\u0131 ise hem globalde hem de yerelde gerilimli g\u00fcnlere sahne oldu. Trump&#8217;\u0131n ba\u015fta \u00c7in ve G\u00fcneydo\u011fu Asya \u00fclkeleri olmak \u00fczere pek \u00e7ok \u00fclkeye y\u00fcksek tarifeler uygulama karar\u0131n\u0131n ard\u0131ndan \u00e7ak\u0131lan piyasalar, karar\u0131n 90 g\u00fcn ertelenmesinin ard\u0131ndan tekrar bir bahar havas\u0131na girdi. Art\u0131k siyasi ve ekonomik kararlara verilen piyasa tepkilerinin a\u015f\u0131r\u0131la\u015ft\u0131\u011f\u0131 bir d\u00fcnyada ya\u015f\u0131yoruz. Bunu ilk olarak pandemi s\u0131ras\u0131nda g\u00f6rm\u00fc\u015ft\u00fck. Biz zaten yerelde olduk\u00e7a dalga boyu y\u00fcksek bir piyasada s\u00f6rf yapmaya \u00e7al\u0131\u015f\u0131yoruz. Bu esnada y\u00fcksek dalgalara dayanamayan ve teknesi zay\u0131f olanlar maalesef g\u00fcne\u015fli g\u00fcnleri g\u00f6remeden bat\u0131yorlar. <\/p>\n\n\n\n<p>Globalde bu ay beklenti \u00fcst\u00fc gelen enflasyon verileri nedeniyle FED&#8217;in faizleri daha uzun s\u00fcre y\u00fcksek tutabilece\u011fi beklentileri artt\u0131. Bir yandan da tarife gerginlikleri i\u015fin i\u00e7ine girince belirsizli\u011fi seven alt\u0131n fiyatlar\u0131 yeni rekorlara imza atarak 3400 dolarlara kadar geldi. Sp500 ise ilk d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan tarifelerin ertelenmesi nedeniyle y\u00fckselirken nisan ay\u0131n\u0131 5611 puandan kapatt\u0131.<\/p>\n\n\n\n<p>\u0130\u00e7erde ise nisan ay\u0131nda siyasi ve ekonomik belirsizlikler devam etti. TCMB&#8217;nin bu ayki kritik toplant\u0131s\u0131nda faizin sabit b\u0131rak\u0131lmas\u0131 bekleniyordu fakat 350 bp art\u0131\u015f yap\u0131larak faiz %46 seviyesine ta\u015f\u0131nd\u0131. Borsada d\u00fc\u015f\u00fck hacimler ve karars\u0131z seyir devam ediyor. Bist100 nisan ay\u0131n\u0131 %6 civar\u0131nda bir kay\u0131pla 9167 puandan kapatt\u0131. <\/p>\n\n\n\n<p><strong>Ki\u015fisel Portf\u00f6y<\/strong><\/p>\n\n\n\n<p>Nisan ay\u0131nda portf\u00f6yde \u00f6nemli bir de\u011fi\u015fiklik yapmad\u0131m. Sadece gelen temett\u00fcleri tekrar hisseye d\u00f6n\u00fc\u015ft\u00fcrd\u00fcm. 2025 kendi a\u00e7\u0131mdan temett\u00fc olarak en bereketli y\u0131l oluyor. Ge\u00e7ti\u011fimiz y\u0131la g\u00f6re nisan ay\u0131nda ald\u0131\u011f\u0131m temett\u00fc tutar\u0131 %125 art\u0131\u015f g\u00f6sterdi. Yurtd\u0131\u015f\u0131 hisse temett\u00fclerini de dahil edersek rakam daha da art\u0131yor. Y\u0131l\u0131n ikinci yar\u0131s\u0131nda Ford Otosan&#8217;dan ikinci bir temett\u00fc beklentimi koruyorum. Onun d\u0131\u015f\u0131nda 2026 y\u0131l\u0131 GYO&#8217;larda y\u00fcksek temett\u00fc y\u0131l\u0131 olarak tarihe ge\u00e7ecektir. Pasif gelir olarak iyi bir durumda oldu\u011fumuzu d\u00fc\u015f\u00fcn\u00fcyorum.<\/p>\n\n\n\n<p>G\u00fcncel portf\u00f6y durumu bu \u015fekildedir. Bu ay ISMEN ANSGR, TUPRS, TTRAK ve FROTO temett\u00fc da\u011f\u0131tt\u0131lar. Gelen temett\u00fcleri yine hisse almak i\u00e7in kulland\u0131m. B\u00f6ylece bile\u015fik getiri makinesini i\u015fletmeye devam ediyorum. May\u0131sta ise MGROS kar paylar\u0131m\u0131z\u0131 alaca\u011f\u0131z. Temett\u00fc d\u00f6nemi y\u0131l\u0131n en sevdi\u011fim aylar\u0131:)<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"520\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.16.10.png?resize=1024%2C520&#038;ssl=1\" alt=\"\" class=\"wp-image-3253\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.16.10.png?resize=1024%2C520&amp;ssl=1 1024w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.16.10.png?resize=300%2C152&amp;ssl=1 300w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.16.10.png?resize=768%2C390&amp;ssl=1 768w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.16.10.png?w=1326&amp;ssl=1 1326w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>Bu arada 2025 ilk \u00e7eyrek bilan\u00e7olar\u0131 gelmeye ba\u015flad\u0131. Bu d\u00f6nemde twitter(x) \u00fczerinden se\u00e7ti\u011fim ve takip etti\u011fim \u015firketlerin bilan\u00e7o analizlerini payla\u015fmaya ba\u015flad\u0131m. Vaktim olduk\u00e7a buna devam etmeyi d\u00fc\u015f\u00fcn\u00fcyorum. Ayr\u0131ca yak\u0131n zamanda sekt\u00f6r analizleri ve k\u0131sa k\u0131sa \u015firket\/sekt\u00f6r haberleri de payla\u015fmaya ba\u015flayaca\u011f\u0131m. Birka\u00e7 tane \u00f6rne\u011fi buraya koyay\u0131m.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"tr\" dir=\"ltr\">Ford Otosan(<a href=\"https:\/\/twitter.com\/hashtag\/FROTO?src=hash&amp;ref_src=twsrc%5Etfw\">#FROTO<\/a>) 2025 1. \u00c7eyrek Bilan\u00e7o Analizi<br><br>Herkese selamlar. 2025 1. \u00c7eyrek bilan\u00e7o analizlerine <a href=\"https:\/\/twitter.com\/hashtag\/FROTO?src=hash&amp;ref_src=twsrc%5Etfw\">#FROTO<\/a> ile devam ediyorum. Ford portf\u00f6y\u00fcmde ciddi bir a\u011f\u0131rl\u0131\u011fa sahip ve yak\u0131ndan takip etti\u011fim bir \u015firket. \u00d6ncelikle ilk \u00e7eyrek faaliyet verileriyle ba\u015flayal\u0131m.<br><br>\ud83c\udfafFaaliyet\u2026 <a href=\"https:\/\/t.co\/AxnZTIBfMF\">pic.twitter.com\/AxnZTIBfMF<\/a><\/p>&mdash; Bay Tutumlu (@BayTutumlu) <a href=\"https:\/\/twitter.com\/BayTutumlu\/status\/1917512142409941101?ref_src=twsrc%5Etfw\">April 30, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"tr\" dir=\"ltr\">Anadolu Sigorta(<a href=\"https:\/\/twitter.com\/hashtag\/ANSGR?src=hash&amp;ref_src=twsrc%5Etfw\">#ANSGR<\/a>) 2025 1.\u00c7eyrek Bilan\u00e7o Analizi<br><br>Herkese selamlar.<br>2025 1. \u00c7eyrek bilan\u00e7o analizlerine Anadolu Sigorta ile devam ediyorum. \u015eirketi bu y\u0131l \u015fubat ay\u0131nda portf\u00f6ye alm\u0131\u015ft\u0131m. Al\u0131rken de ufak bir analiz yapm\u0131\u015ft\u0131m, \u00f6ncelikle onu payla\u015fay\u0131m.<a href=\"https:\/\/t.co\/O5LwRGejOd\">https:\/\/t.co\/O5LwRGejOd<\/a>\u2026 <a href=\"https:\/\/t.co\/f9z33xceZ9\">pic.twitter.com\/f9z33xceZ9<\/a><\/p>&mdash; Bay Tutumlu (@BayTutumlu) <a href=\"https:\/\/twitter.com\/BayTutumlu\/status\/1916809183564906946?ref_src=twsrc%5Etfw\">April 28, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"tr\" dir=\"ltr\">T\u00fcrk Trakt\u00f6r(<a href=\"https:\/\/twitter.com\/hashtag\/TTRAK?src=hash&amp;ref_src=twsrc%5Etfw\">#TTRAK<\/a>) 2025 1. \u00e7eyrek Bilan\u00e7o Analizi<br><br>2025 ilk \u00e7eyrekte takip etti\u011fim ve\/veya portf\u00f6y\u00fcmde olan \u015firketlerin bilan\u00e7olar\u0131n\u0131 f\u0131rsat bulduk\u00e7a analiz etmeye \u00e7al\u0131\u015faca\u011f\u0131m. T\u00fcrk Trakt\u00f6r ile ba\u015flayal\u0131m.<br><br>\ud83c\udfafFaaliyet Verileri<br><br>T\u00fcrk Trakt\u00f6r\u2019\u00fcn faaliyet performans\u0131, talepteki\u2026 <a href=\"https:\/\/t.co\/9ArFOgzESP\">pic.twitter.com\/9ArFOgzESP<\/a><\/p>&mdash; Bay Tutumlu (@BayTutumlu) <a href=\"https:\/\/twitter.com\/BayTutumlu\/status\/1915688762274701746?ref_src=twsrc%5Etfw\">April 25, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Eurobond taraf\u0131nda bu ekleme yapmad\u0131m. Toplamda 288 $ kupon geliri elde ettim. Bu gelirleri yine k\u0131z\u0131n hesab\u0131ndan endeks etf&#8217;i(VOO) alarak de\u011ferlendirdim.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"404\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.19.15.png?resize=1024%2C404&#038;ssl=1\" alt=\"\" class=\"wp-image-3254\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.19.15.png?resize=1024%2C404&amp;ssl=1 1024w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.19.15.png?resize=300%2C118&amp;ssl=1 300w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.19.15.png?resize=768%2C303&amp;ssl=1 768w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.19.15.png?resize=1536%2C606&amp;ssl=1 1536w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.19.15.png?w=1612&amp;ssl=1 1612w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>ABD taraf\u0131nda d\u00fczenli etf toplamay\u0131 s\u00fcrd\u00fcr\u00fcyorum. Gerek gelen etf temett\u00fcleri gerekse eurobond kuponlar\u0131yla ufak ufak VOO almaya devam edece\u011fim. Buradaki pozisyonlar\u0131m \u00e7ok uzun vadeli oldu\u011fu i\u00e7in dokunmay\u0131 d\u00fc\u015f\u00fcnm\u00fcyorum.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"980\" height=\"288\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.20.57.png?resize=980%2C288&#038;ssl=1\" alt=\"\" class=\"wp-image-3255\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.20.57.png?w=980&amp;ssl=1 980w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.20.57.png?resize=300%2C88&amp;ssl=1 300w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2025\/05\/Ekran-Resmi-2025-05-04-20.20.57.png?resize=768%2C226&amp;ssl=1 768w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>Toparlayacak olursam,<\/p>\n\n\n\n<p>BIST100\u2019\u00fcn %6 d\u00fc\u015ft\u00fc\u011f\u00fc nisan ay\u0131nda toplam portf\u00f6y\u00fcm TL baz\u0131nda %3.23, usd baz\u0131nda ise %4.66 de\u011fer kaybederek endeks \u00fcst\u00fc performans g\u00f6sterdi. 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. Finansal \u00f6zg\u00fcrl\u00fck i\u00e7in yat\u0131r\u0131ma ba\u015flayal\u0131 tam 82 ay, hedefime ula\u015fal\u0131 ise 19 ay olmu\u015f.\u00a0Mart ay\u0131nda yerelde ya\u015fanan kaos&#8230;<\/p>\n","protected":false},"author":2,"featured_media":785,"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":[5,7,8,6,34],"tags":[22,28,24,25,26,23],"class_list":["post-3252","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa","category-eurobond","category-finansal-ozgurluk","category-fire","category-portfoy","tag-borsa","tag-eurobond","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\/2024\/04\/a7f579c8-ae9e-472d-90fb-52c46454dcd7.jpg?fit=1024%2C1024&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\/3252","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=3252"}],"version-history":[{"count":1,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/3252\/revisions"}],"predecessor-version":[{"id":3257,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/3252\/revisions\/3257"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media\/785"}],"wp:attachment":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media?parent=3252"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/categories?post=3252"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/tags?post=3252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}