{"id":100,"date":"2020-08-27T21:15:40","date_gmt":"2020-08-27T18:15:40","guid":{"rendered":"http:\/\/tasarrufdelileri.com\/?p=100"},"modified":"2026-03-07T18:51:54","modified_gmt":"2026-03-07T15:51:54","slug":"mujde-haftasinda-olan-bitene-hisse-gozunden-bakis","status":"publish","type":"post","link":"https:\/\/fonanalizi.com\/?p=100","title":{"rendered":"M\u00fcjde haftas\u0131nda borsa&#8230;"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\"><\/h1>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"597\" height=\"404\" src=\"https:\/\/tasarrufdelileri.wordpress.com\/wp-content\/uploads\/2020\/08\/image-19.png?w=597\" alt=\"\" class=\"wp-image-118\" srcset=\"https:\/\/fonanalizi.com\/wp-content\/uploads\/2020\/08\/image-19.png 597w, https:\/\/fonanalizi.com\/wp-content\/uploads\/2020\/08\/image-19-300x203.png 300w\" sizes=\"auto, (max-width: 597px) 100vw, 597px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Portf\u00f6y\u00fcmdeki hissenin &#8216;piyasa deyimiyle&#8217;\u00a0<strong>taban yapmas\u0131na<\/strong>\u00a0hi\u00e7 al\u0131\u015f\u0131k de\u011filim, ancak maalesef bu hafta ya\u015fad\u0131\u011f\u0131m buydu.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130lk kez&#8230;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bu haftaya damgas\u0131n\u0131 vuran olay, Karadeniz&#8217;de bulunan do\u011falgaz rezerviyle ilgili ilk a\u00e7\u0131klamadan hemen sonra beliren ve 2-3 g\u00fcn boyunca irrasyonel bir beklentiyle \u015fi\u015fen, a\u015f\u0131r\u0131 iyimser havayd\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A\u015f\u0131r\u0131 beklenti, a\u00e7\u0131klama sonras\u0131 negatif havaya b\u00fcr\u00fcnd\u00fc, borsa yerini kar sat\u0131\u015flar\u0131na b\u0131rakt\u0131, endekste, \u00f6zellikle enerji sekt\u00f6r\u00fc hisselerinde \u00e7ok sert d\u00fc\u015f\u00fc\u015f, dolarda belirgin s\u0131\u00e7rama ya\u015fand\u0131&#8230;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">B\u0130ST100 endeksi, cuma g\u00fcn i\u00e7i %5,30 pozitif seviyelere kadar y\u00fckseldi, finalde haftay\u0131 \u00f6ncekine g\u00f6re %2,4 pozitif kapad\u0131.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/tasarrufdelileri.wordpress.com\/wp-content\/uploads\/2020\/08\/image-15.png?w=587\" alt=\"\" class=\"wp-image-111\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Uzun vadeli hisselerimden biri de enerji sekt\u00f6r\u00fcndeydi ve bu sert hareketin tam merkezindeydi. Hissedeki kazanc\u0131m h\u0131zla %21 seviyesine kadar \u00e7\u0131kt\u0131, belirsizlik bitince\u00a0<strong>&#8216;taban&#8217;<\/strong>\u00a0yapt\u0131, haftal\u0131k kazanc\u0131 %5,2&#8217;ye kadar d\u00fc\u015ferek haftay\u0131 kapad\u0131. Portf\u00f6ydeki hisselerden bir tanesinin haftal\u0131k %5,2 performans\u0131 gayet tatmin edici asl\u0131nda.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ancak ben, haber ak\u0131\u015flar\u0131 veya beklentilerle,&nbsp;<strong>\u015firketimde as\u0131l faaliyetlerinden ba\u011f\u0131ms\u0131z, a\u015f\u0131r\u0131 bir de\u011ferlenme<\/strong>&nbsp;olsun istemiyorum.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bu konuda \u00e7ok netim!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sebebine gelince,<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130rrasyonel bir de\u011ferlenmeden, kendi hissem bile olsa, uzun vadeli bir yat\u0131r\u0131mc\u0131 olarak \u00e7ok \u00fcrk\u00fcyorum, hisse se\u00e7im karar\u0131m\u0131 g\u00f6zden ge\u00e7irme ihtiyac\u0131 hissediyorum. Haftay\u0131 pozitif %5,2 kapatan hissem belki haftaya %5,2 negatif olacak, bilmiyorum. Ancak \u015firkete g\u00fcveniyorum, \u00e7ok ciddi ara\u015ft\u0131rarak portf\u00f6ye ald\u0131m. \u0130stikrarl\u0131 y\u00fckseli\u015fi, sab\u0131rl\u0131 bekleyi\u015fi seviyorum.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Hisseyi se\u00e7erken;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>faaliyetlerinden yaratt\u0131\u011f\u0131 de\u011fer nedir,&nbsp;<\/li><li>\u00f6z kayna\u011f\u0131 b\u00fcy\u00fcyor mu,&nbsp;<\/li><li>gelecek vizyonu nas\u0131l,&nbsp;<\/li><li>faaliyet raporlar\u0131nda ne yaz\u0131yor,&nbsp;<\/li><li>faaliyet konusuna y\u00f6nelik duran varl\u0131k yat\u0131r\u0131m\u0131 yap\u0131yor mu diye, derinlemesine bakmaya \u00e7al\u0131\u015f\u0131yorum her zaman&#8230;<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Gelecekteki projelerine bak\u0131yorum, varsa Ar-Ge yat\u0131r\u0131mlar\u0131 art\u0131\u015f e\u011filiminde mi bunlar\u0131 inceliyorum. \u00c7eyrek d\u00f6nem bilan\u00e7olar\u0131n\u0131 ve bilan\u00e7olarla ilgili analist yorumlar\u0131n\u0131 okuyorum.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fiyat hareketlerinin \u00e7ok sert oldu\u011fu bu haftadaki gibi ortamlarda as\u0131l dramatik ve riskli olan; piyasadaki a\u015f\u0131r\u0131 beklentiyle olu\u015fan ortama, enerji hissesi sat\u0131n almak i\u00e7in d\u00fc\u015f\u00fcnmeden dalanlar\u0131n, haber sonras\u0131 ya\u015fad\u0131\u011f\u0131 \u015foktur.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">K\u0131sa vadeli al-sat mant\u0131\u011f\u0131yla borsaya giren k\u00fc\u00e7\u00fck yat\u0131r\u0131mc\u0131lar da bu \u015foktan pay\u0131n\u0131 ald\u0131ysa e\u011fer, kendileri i\u00e7in tek dile\u011fim \u015fu: umar\u0131m krediyle al\u0131nmam\u0131\u015f pozisyonlard\u0131r!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"407\" height=\"271\" src=\"https:\/\/tasarrufdelileri.wordpress.com\/wp-content\/uploads\/2020\/08\/image-17.png?w=407\" alt=\"\" class=\"wp-image-115\" srcset=\"https:\/\/fonanalizi.com\/wp-content\/uploads\/2020\/08\/image-17.png 407w, https:\/\/fonanalizi.com\/wp-content\/uploads\/2020\/08\/image-17-300x200.png 300w\" sizes=\"auto, (max-width: 407px) 100vw, 407px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Sa\u011fl\u0131kla kal\u0131n&#8230;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h6 class=\"wp-block-heading\"><strong>Yasal Uyar\u0131<\/strong><strong><\/strong><\/h6>\n\n\n\n<p class=\"wp-block-paragraph\">Burada yer alan yat\u0131r\u0131m bilgi, yorum ve tavsiyeleri yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 kapsam\u0131nda de\u011fildir. Yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 hizmeti, arac\u0131 kurumlar, portf\u00f6y y\u00f6netim \u015firketleri, mevduat kabul etmeyen bankalar ile m\u00fc\u015fteri aras\u0131nda imzalanacak yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 s\u00f6zle\u015fmesi \u00e7er\u00e7evesinde sunulmaktad\u0131r. Burada yer alan yorum ve tavsiyeler, yorum ve tavsiyede bulunanlar\u0131n ki\u015fisel g\u00f6r\u00fc\u015flerine dayanmaktad\u0131r. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><\/h3>\n","protected":false},"excerpt":{"rendered":"<p>Portf\u00f6y\u00fcmdeki hissenin &#8216;piyasa deyimiyle&#8217;\u00a0taban yapmas\u0131na\u00a0hi\u00e7 al\u0131\u015f\u0131k de\u011filim, ancak maalesef bu hafta ya\u015fad\u0131\u011f\u0131m buydu.\u00a0 \u0130lk kez&#8230; Bu haftaya damgas\u0131n\u0131 vuran olay, Karadeniz&#8217;de bulunan do\u011falgaz rezerviyle ilgili ilk a\u00e7\u0131klamadan hemen sonra beliren&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-100","post","type-post","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/posts\/100","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=100"}],"version-history":[{"count":1,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/posts\/100\/revisions"}],"predecessor-version":[{"id":4190,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/posts\/100\/revisions\/4190"}],"wp:attachment":[{"href":"https:\/\/fonanalizi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=100"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=100"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=100"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}