{"id":2296,"date":"2022-04-08T21:13:51","date_gmt":"2022-04-08T18:13:51","guid":{"rendered":"https:\/\/tasarrufdelileri.com\/?p=2296"},"modified":"2026-03-07T17:26:23","modified_gmt":"2026-03-07T14:26:23","slug":"tematik-fon-mu-o-da-ne","status":"publish","type":"post","link":"https:\/\/fonanalizi.com\/?p=2296","title":{"rendered":"Tematik Fon mu? O da ne?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>\u2018Tema\u2019<\/strong> s\u00f6zc\u00fc\u011f\u00fc T\u00fcrk Dil Kurumu sitesinde <strong>\u2018as\u0131l konu, temel konu, ana konu\u2019<\/strong> olarak ifade edilmi\u015f. Finansal piyasalarda bu s\u00f6zc\u00fc\u011f\u00fcn kullan\u0131l\u0131r olmas\u0131, hatta bir yat\u0131r\u0131m disiplininin <strong>\u2018simgesi\u2019<\/strong> olmas\u0131 ise, asl\u0131nda fazlas\u0131yla <strong>yeni<\/strong> bir konu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pandemi ba\u015flang\u0131c\u0131ndaki \u2018<strong>dibi\u2019<\/strong> birdenbire g\u00f6ren piyasalar, 2020 ilk \u00e7eyre\u011finden sonra olduk\u00e7a g\u00fc\u00e7l\u00fc bir tepki verdi riskli varl\u0131klarda. Hisse senetleri indikleri diplerden eski fiyat seviyelerine hareketlenip zirvelerini tazelemeye, teknoloji hisseleri ralliler g\u00f6rmeye, yat\u0131r\u0131m fonlar\u0131 da i\u00e7lerinde yer alan varl\u0131k gruplar\u0131na ba\u011fl\u0131 olarak toparlanmaya ba\u015flad\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pandemiyi \u00f6zellikle milat kabul ettim \u00e7\u00fcnk\u00fc o d\u00f6nemde al\u0131\u015f\u0131lmad\u0131k \u015fekilde bolla\u015fan zaman, tasarruf sahiplere, <strong>birikim ve bor\u00e7lar\u0131na tekrar bakmak<\/strong>; iyiye gidebilmek i\u00e7in <strong>\u00e7\u00f6z\u00fcmler aramak<\/strong> gibi bir davran\u0131\u015f de\u011fi\u015fikli\u011fi f\u0131rsat\u0131 getirdi. Yat\u0131r\u0131m fonlar\u0131na artan ilginin ba\u015flang\u0131c\u0131nda bu var.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/tasarrufdelileri.wordpress.com\/wp-content\/uploads\/2022\/04\/image-7.png?w=541\" alt=\"\" class=\"wp-image-2297\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>Yeni Odak: Yat\u0131r\u0131m Fonlar\u0131<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Elbette geli\u015fmi\u015f \u00fclke \u00f6rneklerinin \u00e7ok gerisindeyiz ancak, yat\u0131r\u0131m fonu hacimlerindeki ciddi s\u0131\u00e7rama; bireylerin dikkatlerini, tasarruflar\u0131 i\u00e7in sermaye piyasas\u0131n\u0131n bu g\u00fcvenilir evrenine \u00e7evirmesine yol a\u00e7t\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Toplum olarak yat\u0131r\u0131m fonlar\u0131n\u0131 kullan\u0131m al\u0131\u015fkanl\u0131klar\u0131m\u0131z b\u00fcy\u00fck oranda <strong>\u2018k\u0131sa vadeli likit ara\u00e7lardan\u2019<\/strong> yana. Likit fonlar ve Para piyasas\u0131 ara\u00e7lar\u0131ndan bahsediyorum. Vadesine 90 g\u00fcnden az kalm\u0131\u015f bu finansal varl\u0131klar bir portf\u00f6yde toplan\u0131p yat\u0131r\u0131mc\u0131lar\u0131 i\u00e7in getiri sunmaya \u00e7al\u0131\u015f\u0131rken genelde k\u0131yasland\u0131klar\u0131 temel \u00f6l\u00e7\u00fc, piyasada belirlenmi\u015f tasarruf mevduat\u0131 faiz oran\u0131 oluyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Vadesine 90 g\u00fcnden az kalm\u0131\u015f piyasa se\u00e7enekleri de bu faiz oran\u0131na yak\u0131nsayan <strong>bono gibi, Takasbank para piyasas\u0131 ara\u00e7lar\u0131<\/strong> gibi <strong>\u2018k\u0131sa vadeli\u2019<\/strong> varl\u0131klar oldu\u011fundan; yat\u0131r\u0131m sonunda elde edilen getiri \u00e7\u0131kt\u0131s\u0131, do\u011fal olarak vadeli mevduat getirisine yak\u0131ns\u0131yor.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/tasarrufdelileri.wordpress.com\/wp-content\/uploads\/2022\/04\/image-8.png?w=594\" alt=\"\" class=\"wp-image-2299\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>\u00c7e\u015fitlilikteki G\u00fc\u00e7<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Oysa yat\u0131r\u0131m fonlar\u0131nda tasarruf sahipleri i\u00e7in sunulan finansal varl\u0131klar \u00e7ok \u00e7e\u015fitli. De\u011ferli metallerden hisse senetlerine, dengeli getiri elde etmek isteyen yat\u0131r\u0131mc\u0131lar i\u00e7in tasarlanan de\u011fi\u015fken fonlardan yabanc\u0131 finansal evrenlere odakl\u0131 hisse senedi fonlar\u0131na kadar <strong>olduk\u00e7a geni\u015f bir yelpazeye<\/strong> yay\u0131lm\u0131\u015f durumda.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bireylerin, yat\u0131r\u0131m fonuna olan ilgilerinin artmas\u0131yla beraber, \u00f6zellikle yabanc\u0131 varl\u0131k i\u00e7eren fon tercih eden m\u00fc\u015fterilerde <strong>\u2018\u00f6zelle\u015fen\u2019<\/strong> bir <strong>\u2018yat\u0131r\u0131m talebi\u2019<\/strong> oldu\u011funu g\u00f6zleniyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">S&amp;P, Dow Jones, Nasdaq gibi ABD endekslerine yat\u0131r\u0131m yapan hacimli yat\u0131r\u0131m fonu se\u00e7enekleri sermaye piyasam\u0131zda uzun zamand\u0131r var. Ancak art\u0131k sadece yabanc\u0131 hisse senetleri veya tahvillere yat\u0131r\u0131m yapan <strong>\u2018genele odakl\u0131\u2019<\/strong> fon se\u00e7eneklerinin yan\u0131 s\u0131ra; <strong>kendi i\u00e7inde \u00f6zelle\u015fen yat\u0131r\u0131m tercihlerine<\/strong> <strong>do\u011fru<\/strong> akan g\u00fc\u00e7l\u00fc bir ilgi s\u00f6z konusu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Teknoloji \u00e7at\u0131s\u0131 alt\u0131nda yo\u011funla\u015fan ve teknoloji \u015firketlerinin Covid sayesinde g\u00fc\u00e7lenen getiri potansiyellerine odaklanan bu genel tercih i\u00e7inden <strong>\u2018sekt\u00f6r bazl\u0131\u2019<\/strong> ve belirginle\u015fen <strong>\u2018\u00f6zel yat\u0131r\u0131m temalar\u0131na\u2019<\/strong> kayan talep, \u00f6ylesine g\u00fc\u00e7l\u00fc oldu ki, sermaye piyasam\u0131zdaki Portf\u00f6y Y\u00f6netim \u015eirketleri de buna kay\u0131ts\u0131z kalamad\u0131.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/tasarrufdelileri.wordpress.com\/wp-content\/uploads\/2022\/04\/image-9.png?w=683\" alt=\"\" class=\"wp-image-2301\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u00dclkemizde yat\u0131r\u0131m fonu sayesinde yurtd\u0131\u015f\u0131 piyasalarda <strong>\u2018bireysel bir \u00e7abayla yat\u0131r\u0131m yapmaktan\u2019<\/strong> \u00e7ok daha pratik hale getirilen \u00e7ok g\u00fc\u00e7l\u00fc yat\u0131r\u0131m temalar\u0131, bir di\u011fer deyi\u015fle tematik fonlar oldu\u011funu g\u00f6r\u00fcyoruz.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00d6rneklerine g\u00f6z atal\u0131m isterseniz, bakal\u0131m finansal markette yat\u0131r\u0131m fonu ile <strong>\u2018ula\u015f\u0131labilir\u2019<\/strong> hangi yat\u0131r\u0131m temalar\u0131 var?<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Yar\u0131 \u0130letken Teknolojileri<\/li>\n\n\n\n<li>Siber G\u00fcvenlik Teknolojileri<\/li>\n\n\n\n<li>Blockchain Teknolojileri<\/li>\n\n\n\n<li>Turizm ve Seyahat Sekt\u00f6r\u00fc<\/li>\n\n\n\n<li>Tar\u0131m ve G\u0131da Sekt\u00f6r\u00fc<\/li>\n\n\n\n<li>Elektrikli Ara\u00e7lar Sekt\u00f6r\u00fc<\/li>\n\n\n\n<li>D\u00f6n\u00fc\u015ft\u00fcr\u00fcc\u00fc Teknolojiler<\/li>\n\n\n\n<li>Fintek ve Blokzincir Teknolojileri<\/li>\n\n\n\n<li>Alternatif Enerji<\/li>\n\n\n\n<li>Temiz Enerji<\/li>\n\n\n\n<li>ESG S\u00fcrd\u00fcr\u00fclebilirlik gibi \u00e7ok g\u00fc\u00e7l\u00fc se\u00e7enekler bunlar\u2026<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">SPK\u2019dan izahnamesi onaylanm\u0131\u015f <strong>Metaverse<\/strong> odakl\u0131 bir fon bile geliyor yak\u0131nda\u2026<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Tematik Fonlarda Getiri F\u0131rsat\u0131 Var m\u0131?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u00d6rneklerde yer alan temalar gelece\u011fimizi \u015fekillendirecek teknolojilerin, \u00e7ocuklar\u0131m\u0131za daha <strong>\u2018ya\u015fan\u0131r\u2019<\/strong> bir d\u00fcnya b\u0131rakabilmek i\u00e7in de\u011fi\u015ftirmek zorunda oldu\u011fumuz <strong>\u2018i\u015f yap\u0131\u015f ve ya\u015fam bi\u00e7imlerinin\u2019<\/strong> en g\u00fc\u00e7l\u00fc sonu\u00e7lar\u0131n\u0131 yaratabilir gibi duruyor de\u011fil mi ilk bak\u0131\u015fta?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tematik fonlara ilginin temelinde <strong>\u2018bu umut\u2019<\/strong> var zaten.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/tasarrufdelileri.wordpress.com\/wp-content\/uploads\/2022\/04\/image-10.png?w=640\" alt=\"\" class=\"wp-image-2304\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Fark\u0131ndaysan\u0131z uzun d\u00f6nemdir Blockchain konu\u015fuyoruz, merkeziyetsiz finans konu\u015fuyoruz, FinTech teknolojilerini, insanlar\u0131n <strong>\u2018kurumlara ve otoriter yap\u0131lara\u2019<\/strong> olan tepkilerine dayanan bir \u00f6zg\u00fcrle\u015fme aray\u0131\u015f\u0131n\u0131 konu\u015fuyoruz.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00d6rne\u011fin otomotiv sekt\u00f6r\u00fc, 2021 y\u0131l\u0131nda 25 Milyar USD ihracat ger\u00e7ekle\u015ftirerek t\u00fcm ihracat\u0131m\u0131z i\u00e7inde %11 pay ile 16 y\u0131l aral\u0131ks\u0131z s\u00fcren liderli\u011fine bir yenisini eklerken; bir \u00e7o\u011fumuz <strong>elektrikli ara\u00e7lar\u0131<\/strong>, \u00e7ip krizini ve \u015firketlerimizin <strong>\u2018yeni duruma olan\u2019<\/strong> uyumlar\u0131n\u0131 konu\u015ftuk, sekt\u00f6r\u00fc takip ettik. Yar\u0131 iletken gibi sadece tek bir olgunun bile <strong>\u2018hayat\u0131m\u0131zda yarataca\u011f\u0131\u2019<\/strong> g\u00fcc\u00fcn b\u00fcy\u00fckl\u00fc\u011f\u00fc bir yana; bu teman\u0131n \u00f6n\u00fcm\u00fczdeki y\u0131llarda nas\u0131l <strong>\u2018daha da\u2019 <\/strong>\u00f6nem kazanaca\u011f\u0131 ba\u015fka bir yana, san\u0131r\u0131m hepimiz biliyoruz!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Art\u0131k karbon ayak izimizin ne kadar oldu\u011funu, karbon n\u00f6tr politikalar\u0131na uyumumuzun hangi a\u015famada oldu\u011funu, \u00fclkemiz bu disipline uysun ya da uymas\u0131n d\u00fcnyan\u0131n ve \u00f6zellikle en \u00e7ok ticaret yapt\u0131\u011f\u0131m\u0131z Euro B\u00f6lgesinin <strong>\u2018bu konularda\u2019<\/strong> ne yapt\u0131\u011f\u0131n\u0131 dikkatle takip etmek, bu de\u011fi\u015fime uyumlanmak gibi zorunluluklar\u0131m\u0131z var art\u0131k.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fosil yak\u0131t kar\u015f\u0131t\u0131 ad\u0131mlar at\u0131l\u0131yor, Biden Trump\u2019a kar\u015f\u0131 <strong>\u2018temiz enerji\u2019<\/strong> kart\u0131yla se\u00e7im kazan\u0131yor, \u0130ngiltere 2030\u2019da benzinli ve dizel ara\u00e7lar\u0131 yasakl\u0131yor, yenilenebilir enerji kaynaklar\u0131n\u0131n ve fosil yak\u0131tlardan uzakla\u015fman\u0131n <strong>\u2018gezegenimizin\u2019<\/strong> sa\u011fl\u0131\u011f\u0131 i\u00e7in ne kadar kritik oldu\u011fu konu\u015fuluyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Asl\u0131nda ya\u015fam ko\u015fullar\u0131m\u0131z ve uyum s\u00fcre\u00e7lerimiz; biz dahil olsak da olmasak da h\u0131zla geli\u015fen bu genel anlay\u0131\u015f\u0131n pe\u015finden gidiyor.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/tasarrufdelileri.wordpress.com\/wp-content\/uploads\/2022\/04\/image-11.png?w=710\" alt=\"\" class=\"wp-image-2306\"\/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>Beklentiye Yat\u0131r\u0131m Yap\u0131l\u0131r m\u0131?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">T\u00fcm bu temalara yat\u0131r\u0131m yaparken, konusunda <strong>\u2018ehil\u2019<\/strong> portf\u00f6y \u015firketlerine tevecc\u00fch g\u00f6stermek \u00e7ok \u00f6nemli. \u0130\u015fte burada da sermaye piyasam\u0131z\u0131n <strong>\u2018\u00fccretsiz\u2019<\/strong> finansal analiz hizmeti; <strong>\u2018yat\u0131r\u0131m fonlar\u0131\u2019<\/strong> iyi bir tercih olarak g\u00f6z\u00fck\u00fcyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Temel analiz yap\u0131larak, \u015firketlerin haber ak\u0131\u015flar\u0131, gelecek projeksiyonlar\u0131 ve pazardaki yerleri gibi <strong>\u2018finansal rasyoneller\u2019<\/strong> dikkate al\u0131narak; yat\u0131r\u0131mc\u0131lar i\u00e7in ta\u015f\u0131d\u0131klar\u0131 <strong>\u2018getiri potansiyeli\u2019<\/strong> g\u00f6z \u00f6n\u00fcnde bulundurularak olu\u015fturulan bu portf\u00f6yler; cebimizdeki en k\u00fc\u00e7\u00fck banknotla bile ula\u015fabilece\u011fimiz yak\u0131nl\u0131kta.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Gelece\u011fe y\u00f6n verecek teknoloji ve ya\u015fam bi\u00e7imleri gibi <strong>\u2018olduk\u00e7a g\u00fc\u00e7l\u00fc\u2019<\/strong> bir d\u00fc\u015f\u00fcnsel alt yap\u0131ya dayanan tematik fonlar\u0131 pratikte ise <strong>\u2018bunlar\u2019<\/strong> g\u00fc\u00e7l\u00fc k\u0131l\u0131yor. Peki sonu\u00e7ta <strong>\u2018genelde\u2019<\/strong> yabanc\u0131 hisse senetlerine yat\u0131r\u0131m yapan bu finansal evren, bireylere <strong>\u2018dikensiz g\u00fcl bah\u00e7esi\u2019<\/strong> mi sunuyor?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Elbette hay\u0131r, t\u00fcm yat\u0131r\u0131m s\u00fcrecinde oldu\u011fu gibi, tema i\u00e7eren fonlarda da <strong>\u2018temkin\u2019<\/strong> unsurunu asla elden b\u0131rakmamak gerekli.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Riskli Y\u00f6nler<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Bu yat\u0131r\u0131mlar, \u00e7ok farkl\u0131 disiplinlerde de\u011fer yaratan -\u00e7o\u011funlukla- yabanc\u0131 \u015firketlerin <strong>\u2018hisse senetlerine\u2019<\/strong> ortak olunmas\u0131 yoluyla m\u00fcmk\u00fcn olabiliyor, bu da <strong>\u2018tema\u2019<\/strong> i\u00e7eren hisse senedi ve hisse senedi endeks fonlar\u0131n\u0131, riskli fonlar aras\u0131nda ba\u015f k\u00f6\u015feye koyuyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Di\u011fer konu, tematik fonlar\u0131n getiri potansiyellerini de\u011ferlendirirken, <strong>yat\u0131r\u0131m vadesinin daha da kritik hale<\/strong> gelmesi.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/tasarrufdelileri.wordpress.com\/wp-content\/uploads\/2022\/04\/image-12.png?w=719\" alt=\"\" class=\"wp-image-2308\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u00d6rne\u011fin bu riskin ete kemi\u011fe b\u00fcr\u00fcnm\u00fc\u015f halini, d\u00fcnyaya h\u00e2kim olan <strong>\u00c7ip Krizi sayesinde bir hayli derinden<\/strong> ya\u015fad\u0131k. Getiriler d\u00fc\u015ft\u00fc, bu evrene yat\u0131r\u0131m yapan tematik fonlarda <strong>anaparalardan \u00f6nemli kay\u0131plar<\/strong> ya\u015fand\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00c7ip tedari\u011findeki sorunlar hala devam ederken, bu temaya odaklanm\u0131\u015f \u015firketlerin ve bu \u015firketleri fon portf\u00f6ylerinde bulunduran yat\u0131r\u0131m fonu y\u00f6neticilerinin yat\u0131r\u0131mc\u0131lara beklenen getiriyi yans\u0131tabilmesi, normalden daha uzun bir vade gerektirebiliyor, tema i\u00e7eren fonlar portf\u00f6ylerde bulundurulurken <strong>\u2018fonun ideal vadesini\u2019<\/strong> bir y\u0131ldan da uzun olarak tutmak gerekiyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bizim gibi k\u0131sa vadede yat\u0131r\u0131m yapan toplumlar i\u00e7in bir hayli b\u00fcy\u00fck bir risk!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bir di\u011feri, temal\u0131 fonlar\u0131n odakland\u0131\u011f\u0131 sekt\u00f6rlerde ya\u015fanan bir daralma ve kriz s\u00f6z konusu oldu\u011funda de\u011fer kay\u0131plar\u0131n\u0131n bir hayli derin olabilmesi, getiri beklentisinin \u00e7e\u015fitlendirilmemesi sonucu tek bir temaya inanarak yat\u0131r\u0131m yapan bireyler i\u00e7in <strong>\u2018\u00e7ok y\u0131prat\u0131c\u0131\u2019<\/strong> sonu\u00e7lar da do\u011furabilmesi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tematik fonlar, odakland\u0131klar\u0131 sekt\u00f6r veya anlay\u0131\u015ftaki getiri potansiyelini do\u011frudan rakamlara yans\u0131t\u0131rken, elbette ki bu durum, tersi durumlarda da ge\u00e7erli oluyor!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Portf\u00f6y y\u00f6netiminin temel kural\u0131 olan \u2018<strong>do\u011fru vade\u2019<\/strong> ve <strong>\u2018finansal varl\u0131k \u00e7e\u015fitlendirmesi\u2019<\/strong> g\u00f6z \u00f6n\u00fcne al\u0131nmazsa t\u00fcm birikimler tek bir temada b\u00fcy\u00fck riskler alabiliyor. Bu risklerden ka\u00e7\u0131nabilmek de gerek tema gerekse o temaya odakl\u0131 finansal varl\u0131klar\u0131n <strong>\u2018d\u00f6nemsel\u2019<\/strong> f\u0131rsatlar\u0131ndan yararlanmakla m\u00fcmk\u00fcn.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bu nedenle \u00e7\u00f6z\u00fcm, orta ve uzun vadede <strong>\u2018olduk\u00e7a g\u00fc\u00e7l\u00fc\u2019<\/strong> beklenti do\u011furan bu tematik se\u00e7enekleri, portf\u00f6ylerde \u00e7e\u015fitlendirmek.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>S\u00f6z\u00fcn \u00d6z\u00fc<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Eminim ki bir \u00e7o\u011fumuz varl\u0131k portf\u00f6y\u00fcm\u00fczde gelecekteki potansiyel getiriye odaklanan<strong> y\u0131ld\u0131z bir se\u00e7enek<\/strong> isteriz, kim istemez ki?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">D\u00fcnyada \u00e7\u0131lg\u0131nl\u0131k seviyesine gelmi\u015f <strong>\u2018bol para\u2019<\/strong> efekti yat\u0131r\u0131m ara\u00e7lar\u0131nda yak\u0131n ge\u00e7mi\u015fte g\u00f6r\u00fclmemi\u015f ralliler yaratt\u0131, ancak art\u0131k oyun plan\u0131 de\u011fi\u015fiyor. Para musluklar\u0131 yava\u015f\u00e7a k\u0131s\u0131l\u0131yor, enflasyon global bir g\u00fcndem olarak t\u00fcm \u00fclkelerin odaklanmak zorunda oldu\u011fu <strong>\u2018en acil\u2019<\/strong> meseleye d\u00f6n\u00fc\u015f\u00fcyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130\u015fte b\u00f6yle bir d\u00f6nemde yat\u0131r\u0131mlar\u0131m\u0131z\u0131n sa\u011fl\u0131\u011f\u0131, daha profesyonel zihinlere ihtiya\u00e7 duyabiliyor. Yat\u0131r\u0131m fonu bu profesyonel hizmeti gayet <strong>\u2018ula\u015f\u0131labilir\u2019<\/strong> bi\u00e7imde sunan, g\u00fcc\u00fcn\u00fc \u015feffafl\u0131k ve sadelikten alan de\u011ferli bir se\u00e7enek. Tematik fonlar da bu profesyonel ligde <strong>\u2018gelecek vaad eden \u00e7aylak oyuncu\u2019<\/strong> stat\u00fcs\u00fcnde.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">G\u00fc\u00e7l\u00fc bir d\u00fc\u015f\u00fcnce, rasyonel bir strateji, bolca umutla yola \u00e7\u0131kt\u0131lar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Umut ger\u00e7e\u011fe d\u00f6n\u00fc\u015fecek mi, zaman g\u00f6sterecek.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Her zaman oldu\u011fu gibi\u2026<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sa\u011fl\u0131kla kal\u0131n.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u2018Tema\u2019 s\u00f6zc\u00fc\u011f\u00fc T\u00fcrk Dil Kurumu sitesinde \u2018as\u0131l konu, temel konu, ana konu\u2019 olarak ifade edilmi\u015f. Finansal piyasalarda bu s\u00f6zc\u00fc\u011f\u00fcn kullan\u0131l\u0131r olmas\u0131, hatta bir yat\u0131r\u0131m disiplininin \u2018simgesi\u2019 olmas\u0131 ise, asl\u0131nda fazlas\u0131yla&hellip;<\/p>\n","protected":false},"author":1,"featured_media":673,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-2296","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/posts\/2296","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=2296"}],"version-history":[{"count":2,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/posts\/2296\/revisions"}],"predecessor-version":[{"id":4118,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/posts\/2296\/revisions\/4118"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/media\/673"}],"wp:attachment":[{"href":"https:\/\/fonanalizi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2296"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2296"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2296"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}