{"id":788,"date":"2024-06-02T16:27:28","date_gmt":"2024-06-02T13:27:28","guid":{"rendered":"https:\/\/baytutumlu.com\/?p=788"},"modified":"2024-06-27T22:09:32","modified_gmt":"2024-06-27T19:09:32","slug":"mayis-2024-sonu-portfoy-durumu","status":"publish","type":"post","link":"https:\/\/baytutumlu.com\/index.php\/2024\/06\/02\/mayis-2024-sonu-portfoy-durumu\/","title":{"rendered":"May\u0131s 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 i\u00e7in yat\u0131r\u0131ma ba\u015flayal\u0131 71 ay, hedefime ula\u015fal\u0131 ise 8 ay olmu\u015f. May\u0131s ay\u0131 ailemiz i\u00e7in nispeten sakin ge\u00e7ti. Bahar aylar\u0131n\u0131 seviyorum, kendimizi d\u0131\u015far\u0131 at\u0131p temiz havan\u0131n tad\u0131n\u0131 doyas\u0131ya \u00e7\u0131karabiliyoruz. Havalar da hen\u00fcz a\u015f\u0131r\u0131 \u0131s\u0131nmad\u0131\u011f\u0131 i\u00e7in g\u00fcnd\u00fcz y\u00fcr\u00fcy\u00fc\u015f yapmak i\u00e7in hala uygun. Ger\u00e7i bug\u00fcn itibariyle ilk defa klima \u00e7al\u0131\u015ft\u0131rd\u0131k, hava 30 derecenin \u00fczerinde idi. K\u0131z\u0131mla bu ay \u00e7ocuk k\u00fct\u00fcphanesine gittik. \u00c7ok ho\u015funa gitti, oyun alan\u0131 da oldu\u011fu i\u00e7in i\u00e7erden \u00e7\u0131kmak istemedi:) 6 kitap \u00f6d\u00fcn\u00e7 ald\u0131k. Evimize \u00e7ok yak\u0131n olmasa da d\u00fczenli olarak gidebilece\u011fimizi d\u00fc\u015f\u00fcn\u00fcyorum.<\/p>\n\n\n\n<p>Ay i\u00e7inde k\u0131sa bir yurt i\u00e7i seyahati ger\u00e7ekle\u015ftirdik. Daha \u00f6nce hi\u00e7 g\u00f6rmedi\u011fim bir il g\u00f6rm\u00fc\u015f oldum. Haziran ay\u0131nda da bir yurt d\u0131\u015f\u0131 gezimiz var, ondan sonra hen\u00fcz bir plan yapmad\u0131k. Yaz veya sonbahar d\u00f6neminde bir cruise tatili koval\u0131yorum ama hen\u00fcz bize uygun bir tur denk getiremedim. <\/p>\n\n\n\n<p>Onun d\u0131\u015f\u0131nda genel olarak olays\u0131z bir ay\u0131 geride b\u0131rakt\u0131k. Bu ay storytel sayesinde 4 kitap bitirmi\u015fim. Kitap dinlemek g\u00fcnl\u00fck y\u00fcr\u00fcy\u00fc\u015flerime ger\u00e7ekten keyif kat\u0131yor. Bu ay okudu\u011fum kitaplar, Kuyucakl\u0131 Yusuf, \u0130nsanlar, Hasat ve Fareler ve \u0130nsanlar oldu. Youtube&#8217;da James Hoffman&#8217;\u0131n harika bir fincan kahvenin nas\u0131l olmas\u0131 gerekti\u011fine dair olan videosunu izledim ve \u00e7ok ho\u015fuma gitti. Kahveyi m\u00fczi\u011fe benzetmesi ve dengeli bir kahvenin ayn\u0131 m\u00fczi\u011fin verdi\u011fi keyifi vermesi gerekti\u011fi farkl\u0131 bir bak\u0131\u015f a\u00e7\u0131s\u0131 oldu benim i\u00e7in. \u0130lgili postu a\u015fa\u011f\u0131ya ekliyorum.<\/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\">Harika bir kahve m\u00fczi\u011fe benzer. Basslar vard\u0131r, tizler vard\u0131r ve de mid. T\u00fcm bu tonlar tek ba\u015f\u0131na kula\u011f\u0131 t\u0131rmalarken dengeli bir \u015fekilde bir araya geldiklerinde harika bir melodi olu\u015fur.<br>\ud83c\udfafKahve de ayn\u0131 \u015fekilde. \u0130\u00e7inde ac\u0131ms\u0131 ve sert tadlar da var, ek\u015fimsi tadlar da, do\u011fal bir\u2026 <a href=\"https:\/\/t.co\/bLSThHF0PY\">https:\/\/t.co\/bLSThHF0PY<\/a> <a href=\"https:\/\/t.co\/a2394oszZ5\">pic.twitter.com\/a2394oszZ5<\/a><\/p>&mdash; Bay Tutumlu (@BayTutumlu) <a href=\"https:\/\/twitter.com\/BayTutumlu\/status\/1793351216572899778?ref_src=twsrc%5Etfw\">May 22, 2024<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Laf\u0131 fazla uzatmadan finansal piyasalara ge\u00e7elim. Bu ay ABD taraf\u0131nda enflasyon beklentilere paralel ger\u00e7ekle\u015fti. %3&#8217;\u00fcn alt\u0131na bir t\u00fcrl\u00fc inilememi\u015f olmas\u0131 bana Howard Marks&#8217;\u0131n yeni ekonomik d\u00fczene ili\u015fkin b\u00fcy\u00fck de\u011fi\u015fim beklentilerini an\u0131msatt\u0131. Marks 2024 ve sonras\u0131nda FED&#8217;in yeni enflasyon \u00e7\u0131pas\u0131n\u0131n %2 de\u011fil %3 ve \u00fczerinde olaca\u011f\u0131n\u0131 iddia ediyor. Dolay\u0131s\u0131yla y\u00fcksek faiz ortam\u0131nda hisse senetlerinin d\u00fc\u015f\u00fck performans g\u00f6sterece\u011fini ve tahvillere yat\u0131r\u0131m yap\u0131lmas\u0131 gerekti\u011fini s\u00f6yl\u00fcyor. Kendisinin de portf\u00f6y\u00fcnde b\u00fcy\u00fck oranda tahvil var zaten. Ben onun kadar k\u00f6t\u00fcmser olmasam da faiz indirimlerinin giderek \u00f6telenmesi, y\u0131l ba\u015f\u0131nda 4-6 aras\u0131 beklenen indirim say\u0131s\u0131n\u0131n 1&#8217;e kadar d\u00fc\u015fmesi ku\u015fku verici. \u00d6zellikle hizmet enflasyonundaki kat\u0131l\u0131k dikkat \u00e7ekiyor. \u00d6n\u00fcm\u00fczdeki s\u00fcreci izleyece\u011fiz fakat hisse senedi piyasas\u0131 i\u00e7in 2024 fena bir y\u0131l olmuyor diyebiliriz.<\/p>\n\n\n\n<p>Yurt i\u00e7ine gelecek olursak, enflasyon nisan ay\u0131nda %3.18, y\u0131ll\u0131k bazda ise %69.8 oldu. Veriler \u015fimdilik TCMB beklentileriyle uyumlu seyretmeye devam ediyor. TCMB may\u0131s ay\u0131ndaki enflasyon raporunda y\u0131l sonu beklentisini %2 y\u00fckselterek %38 seviyesinde belirledi. Bu bile olduk\u00e7a iyimser bir bak\u0131\u015f a\u00e7\u0131s\u0131 bana g\u00f6re. Hanehalk\u0131n\u0131n t\u00fcketim e\u011filimini k\u0131rmak kolay olmasa da yava\u015flamay\u0131 art\u0131k net olarak g\u00f6rebiliyoruz. \u00d6zellikle \u00fclkemize gelen portf\u00f6y ak\u0131mlar\u0131n\u0131n sonucu olarak d\u00f6vizlerini bozduran yabanc\u0131 yat\u0131r\u0131mc\u0131 ve se\u00e7im sonras\u0131 bekledi\u011fi hareketi g\u00f6remeyince d\u00f6vizini bozduran yerli yat\u0131r\u0131mc\u0131 dolar\u0131n d\u00fc\u015fmesine neden oluyor. Normalde bu \u015fartlarda dolar\u0131n de\u011fer kaybetmesi beklenir fakat TCMB bu durumu rezervlerini g\u00fc\u00e7lendirmek i\u00e7in bir f\u0131rsat olarak kullan\u0131yor. Aral\u0131k 2023&#8217;te -70 milyar dolara kadar d\u00fc\u015fen swap hari\u00e7 net rezervler ay sonu itibariyle art\u0131ya ge\u00e7mi\u015f durumda. Bu, k\u0131r\u0131lganl\u0131\u011f\u0131n azalmas\u0131 bak\u0131m\u0131ndan olduk\u00e7a g\u00fczel bir geli\u015fme tabi. \u00d6n\u00fcm\u00fczdeki s\u00fcre\u00e7te portf\u00f6y ak\u0131mlar\u0131 gelmeye devam ederse d\u00f6viz ge\u00e7i\u015fkenli\u011finden kaynakl\u0131 enflasyonun kontrol alt\u0131nda tutulmas\u0131na da katk\u0131da bulunacakt\u0131r.<\/p>\n\n\n\n<p>Ki\u015fisel portf\u00f6y\u00fcme gelecek olursak may\u0131s ay\u0131nda portf\u00f6yde \u00f6nemli bir de\u011fi\u015fiklik yapmad\u0131m. Yaln\u0131zca 200 TL&#8217;yi ge\u00e7en T\u00fcpra\u015f paylar\u0131mdan %15 oran\u0131nda azaltarak 269 TL&#8217;den Tofa\u015f eklemesi yapt\u0131m. Bununla ilgili bir tweet payla\u015fm\u0131\u015ft\u0131m. Aral\u0131k ay\u0131ndan beri devam eden Rekabet Kurulu incelemesinin Tofa\u015f \u00f6zelinde b\u00fcy\u00fck bir bask\u0131 unsuru olu\u015fturdu\u011funu ve bundan dolay\u0131 uzun vadede bir f\u0131rsat yaratt\u0131\u011f\u0131ndan bahsetmi\u015ftim. Aradan ge\u00e7en 6 ay\u0131n ard\u0131ndan karar i\u00e7in s\u00fcre uzat\u0131m\u0131 yap\u0131ld\u0131 ve bekleyi\u015f devam ediyor. Tofa\u015f bu s\u00fcre\u00e7te iyi performans g\u00f6sterdi ve beklentimi bo\u015fa \u00e7\u0131karmad\u0131. <\/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\"><a href=\"https:\/\/twitter.com\/hashtag\/TUPRS?src=hash&amp;ref_src=twsrc%5Etfw\">#TUPRS<\/a> paylar\u0131m\u0131 %15 oran\u0131nda azaltarak <a href=\"https:\/\/twitter.com\/hashtag\/TOASO?src=hash&amp;ref_src=twsrc%5Etfw\">#TOASO<\/a> eklemesi yapt\u0131m. Tofa\u015f&#39;\u0131n hem pazar daralmas\u0131 hem de Stellantis belirsizli\u011fi y\u00fcz\u00fcnden fazlas\u0131yla bask\u0131land\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum. Kesinlikle yat\u0131r\u0131m tavsiyesi de\u011fildir, g\u00f6r\u00fc\u015flerim beni ilgilendirir. <a href=\"https:\/\/t.co\/PHTHGUs97s\">https:\/\/t.co\/PHTHGUs97s<\/a><\/p>&mdash; Bay Tutumlu (@BayTutumlu) <a href=\"https:\/\/twitter.com\/BayTutumlu\/status\/1787414501232451891?ref_src=twsrc%5Etfw\">May 6, 2024<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Ay i\u00e7erisinde Migros, \u0130\u015f Yat\u0131r\u0131m Menkul De\u011ferler ve Ege End\u00fcstri temett\u00fclerimizi ald\u0131k. Gelen bu temett\u00fcleri hen\u00fcz hisse al\u0131m\u0131nda kullanmad\u0131. G\u00fcnl\u00fck olarak al\u0131n\u0131p sat\u0131labilen para piyasas\u0131 fonlar\u0131nda duruyorlar. Deniz Yat\u0131r\u0131m Tofa\u015f ve Ford hedef fiyatlar\u0131n\u0131 y\u00fckseltti ve benim beklentilerime yak\u0131n bir seviyeye getirdi. Otomotiv sekt\u00f6r\u00fcnde 2024&#8217;te daralma olacak olsa da her iki \u015firketimin de kendisine g\u00f6re beklentisi var ve iyi performans g\u00f6stermeye devam ediyorlar.<\/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\">Deniz Yat\u0131r\u0131m <a href=\"https:\/\/twitter.com\/hashtag\/FROTO?src=hash&amp;ref_src=twsrc%5Etfw\">#FROTO<\/a> ve <a href=\"https:\/\/twitter.com\/hashtag\/TOASO?src=hash&amp;ref_src=twsrc%5Etfw\">#TOASO<\/a> hedef fiyatlar\u0131n\u0131 s\u0131ras\u0131yla 1880 TL ve 449 TL&#39;ye \u00e7\u0131kard\u0131.<br>\ud83c\udfafHer iki \u015firketin de yurt i\u00e7i sat\u0131\u015f adetlerinde daralma g\u00f6rm\u00fc\u015f olmam\u0131za ra\u011fmen ihracat adetlerindeki art\u0131\u015fa de\u011fer atfediyoruz.<br>\ud83c\udfafElektrifikasyon d\u00f6n\u00fc\u015f\u00fcm\u00fcne yap\u0131lan ve devam eden yat\u0131r\u0131mlar\u0131,\u2026 <a href=\"https:\/\/t.co\/AK6d7Hu5S4\">pic.twitter.com\/AK6d7Hu5S4<\/a><\/p>&mdash; Bay Tutumlu (@BayTutumlu) <a href=\"https:\/\/twitter.com\/BayTutumlu\/status\/1795343391896522941?ref_src=twsrc%5Etfw\">May 28, 2024<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>De\u011fi\u015fikliklerle birlikte g\u00fcncel portf\u00f6y durumu \u015fu \u015fekilde olu\u015ftu. Portf\u00f6y\u00fcn en y\u00fcksek pay\u0131 \u0130\u015f yat\u0131r\u0131m olmaya devam ediyor. Borsada hacimler biraz hareketlense de hala yeterli seviyede de\u011fil. G\u00fcnl\u00fck 200 milyarlar\u0131n \u00fczerine \u00e7\u0131kt\u0131\u011f\u0131m\u0131z takdirde #ISMEN&#8217;in buralarda kalamayaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum. <\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"932\" height=\"630\" data-id=\"790\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.14.20.png?resize=932%2C630&#038;ssl=1\" alt=\"\" class=\"wp-image-790\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.14.20.png?w=932&amp;ssl=1 932w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.14.20.png?resize=300%2C203&amp;ssl=1 300w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.14.20.png?resize=768%2C519&amp;ssl=1 768w\" sizes=\"auto, (max-width: 932px) 100vw, 932px\" data-recalc-dims=\"1\" \/><\/figure>\n<\/figure>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"564\" data-id=\"791\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.15.19.png?resize=1024%2C564&#038;ssl=1\" alt=\"\" class=\"wp-image-791\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.15.19.png?resize=1024%2C564&amp;ssl=1 1024w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.15.19.png?resize=300%2C165&amp;ssl=1 300w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.15.19.png?resize=768%2C423&amp;ssl=1 768w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.15.19.png?w=1202&amp;ssl=1 1202w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" data-recalc-dims=\"1\" \/><\/figure>\n<\/figure>\n\n\n\n<p>ABD taraf\u0131nda bu ay hi\u00e7 i\u015flem yapmad\u0131m. Sp500 ufak bir d\u00fczeltme yapsa da hala zirveye \u00e7ok yak\u0131n seyrediyor. Elime nakit d\u00f6viz ge\u00e7tik\u00e7e buray\u0131 b\u00fcy\u00fctmeye devam edece\u011fim.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-3 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"990\" height=\"340\" data-id=\"792\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.17.50.png?resize=990%2C340&#038;ssl=1\" alt=\"\" class=\"wp-image-792\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.17.50.png?w=990&amp;ssl=1 990w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.17.50.png?resize=300%2C103&amp;ssl=1 300w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.17.50.png?resize=768%2C264&amp;ssl=1 768w\" sizes=\"auto, (max-width: 990px) 100vw, 990px\" data-recalc-dims=\"1\" \/><\/figure>\n<\/figure>\n\n\n\n<p>Eurobond taraf\u0131nda aylard\u0131r hi\u00e7bir i\u015flem yapmad\u0131m. Sadece gelen kuponlar\u0131 toplamaya devam ediyorum. Bunlar\u0131n bir k\u0131sm\u0131 yurtd\u0131\u015f\u0131 gezilerimizi finanse ediyor. Finansal \u00f6zg\u00fcrl\u00fck i\u00e7in yat\u0131r\u0131ma ba\u015flamam\u0131n \u00fczerinden ge\u00e7en 5 y\u0131l\u0131n ard\u0131ndan eurobond kuponlar\u0131ndan elde etti\u011fimiz pasif gelirlerle gezebilmek ger\u00e7ekten g\u00fczel hissettiriyor.<\/p>\n\n\n\n<p>Bu s\u0131rada cds ve ABD tahvillerini yak\u0131ndan takip ediyorum. 260&#8217;lar\u0131n alt\u0131na sarkarak son 4 y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine gerileyen cds \u00fcmit veriyor. ABD 10 y\u0131ll\u0131klar\u0131 ise hala FED&#8217;den haber bekliyor gibi g\u00f6r\u00fcn\u00fcyor. Yaz\u0131n\u0131n ba\u015f\u0131nda bundan biraz bahsetmi\u015ftim. Hala eurobond fiyatlar\u0131n\u0131n gidecek yeri oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyorum ve satmak i\u00e7in hen\u00fcz erken bana g\u00f6re.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-4 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"466\" data-id=\"793\" src=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.21.19.png?resize=1024%2C466&#038;ssl=1\" alt=\"\" class=\"wp-image-793\" srcset=\"https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.21.19.png?resize=1024%2C466&amp;ssl=1 1024w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.21.19.png?resize=300%2C137&amp;ssl=1 300w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.21.19.png?resize=768%2C349&amp;ssl=1 768w, https:\/\/i0.wp.com\/baytutumlu.com\/wp-content\/uploads\/2024\/06\/Ekran-Resmi-2024-06-02-16.21.19.png?w=1402&amp;ssl=1 1402w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" data-recalc-dims=\"1\" \/><\/figure>\n<\/figure>\n\n\n\n<p>Toparlayacak olursam,<\/p>\n\n\n\n<p>Bu ay toplam portf\u00f6y\u00fcm TL baz\u0131nda %0.29 k\u00fc\u00e7\u00fcl\u00fcrken dolar baz\u0131nda %0.33 b\u00fcy\u00fcd\u00fc. Bunu yazaca\u011f\u0131m\u0131 hi\u00e7 d\u00fc\u015f\u00fcnmezdim fakat dolar uzun s\u00fcredir ilk defa ayl\u0131k bazda de\u011fer kaybetti. Finansal \u00f6zg\u00fcrl\u00fck oran\u0131m\u0131z ise %124 seviyesinde yatay seyretti. 2024 ve 2025&#8217;in borsa yat\u0131r\u0131mc\u0131lar\u0131 a\u00e7\u0131s\u0131ndan \u00f6zel y\u0131llar olaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyorum ve portf\u00f6y stratejim de buna uygun hareket ediyor. T\u00fcm finansal \u00f6zg\u00fcrl\u00fck yolcular\u0131na bol kazan\u00e7l\u0131 bir y\u0131l dilerim.<\/p>\n\n\n\n<p>Bay Tutumlu<\/p>\n\n\n\n<p><\/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 71 ay, hedefime ula\u015fal\u0131 ise 8 ay olmu\u015f. May\u0131s ay\u0131 ailemiz i\u00e7in nispeten&#8230;<\/p>\n","protected":false},"author":2,"featured_media":794,"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":[5,3,8,6,34],"tags":[22,28,24,25,26,23],"class_list":["post-788","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-borsa","category-erken-emeklilik","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\/06\/Ekran-Resmi-2024-05-20-21.06.45.png?fit=1468%2C1452&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\/788","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=788"}],"version-history":[{"count":2,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/788\/revisions"}],"predecessor-version":[{"id":795,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/posts\/788\/revisions\/795"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media\/794"}],"wp:attachment":[{"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/media?parent=788"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/categories?post=788"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/baytutumlu.com\/index.php\/wp-json\/wp\/v2\/tags?post=788"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}