{"id":969,"date":"2020-09-27T15:29:22","date_gmt":"2020-09-27T12:29:22","guid":{"rendered":"http:\/\/tasarrufdelileri.com\/?p=969"},"modified":"2026-03-07T17:14:15","modified_gmt":"2026-03-07T14:14:15","slug":"bir-hisse-yatirimcisinin-pazar-notlari","status":"publish","type":"post","link":"https:\/\/fonanalizi.com\/?p=969","title":{"rendered":"Bir hisse yat\u0131r\u0131mc\u0131s\u0131n\u0131n pazar notlar\u0131"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><\/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\/2020\/09\/image-128.png?w=584\" alt=\"\" class=\"wp-image-987\"\/><figcaption class=\"wp-element-caption\"><strong>Hisse i\u015finin kritik a\u015famas\u0131: G\u00f6zden ge\u00e7irmek&#8230;<\/strong><\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Maa\u015f\u0131mdan \u00f6nceki <strong>son pazar g\u00fcn\u00fc<\/strong>, genelde bir sonraki ay\u0131n b\u00fct\u00e7esine g\u00f6z atar\u0131m. Bug\u00fcn de onlardan biri. \u00dc\u00e7 y\u0131la varan kay\u0131tlar var ay baz\u0131nda. Birikimler ayr\u0131 bir tabloda ve <strong>\u00fcr\u00fcn baz\u0131nda<\/strong> takip ediyorum. Arada, eski d\u00f6nemlerdeki kay\u0131tlara da bak\u0131yorum. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ba\u015flang\u0131\u00e7ta mevduat ve BES d\u0131\u015f\u0131nda yat\u0131r\u0131m se\u00e7ene\u011fi d\u00fc\u015f\u00fcnmemi\u015fim. Pandemi etkisiyle eve kapan\u0131p yat\u0131r\u0131m maceram\u0131n biraz derinine girince; mevduat d\u0131\u015f\u0131nda se\u00e7enekler oldu\u011funu g\u00f6rd\u00fcm ben de, herkes gibi. Toplam birikimin <strong>yakla\u015f\u0131k \u00fc\u00e7te biri<\/strong> ile hisse senedi almaya karar verdim.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00d6nce \u00e7ok eskiden a\u00e7t\u0131\u011f\u0131m hisse hesab\u0131n\u0131n \u015fifresini aktif ettim. Ard\u0131ndan komisyonu kontrol ettim, arac\u0131 kurumun \u00e7a\u011fr\u0131 merkezinden kafamdaki sorulara cevap ald\u0131m. Sonras\u0131nda hisse se\u00e7imi yaparken \u00f6zellikle \u015firketin faaliyet raporlar\u0131n\u0131 okumak \u00e7ok ho\u015fuma gitti; \u00e7\u00fcnk\u00fc raporlarda, yat\u0131r\u0131m i\u015finde arad\u0131\u011f\u0131m kriter olan <strong>&#8216;vizyon&#8217; <\/strong>kavram\u0131n\u0131 daha kolay saptayabildi\u011fimi d\u00fc\u015f\u00fcn\u00fcyorum. <\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter 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\">Borsa yat\u0131r\u0131m\u0131na girmeden \u00f6nce, epey d\u00fc\u015f\u00fcnd\u00fcm. San\u0131r\u0131m birka\u00e7 ay s\u00fcrd\u00fc zihnen haz\u0131rlanmak. Bu s\u00fcre i\u00e7inde okudum, ara\u015ft\u0131rd\u0131m, videolar izledim bol bol. \u0130yi ki de b\u00f6yle yapm\u0131\u015f\u0131m diyorum, g\u00f6rd\u00fc\u011f\u00fcm fayday\u0131 flood olarak payla\u015fmak istedim.<\/p>&mdash; Yucel Ferek (@myucelferek) <a href=\"https:\/\/twitter.com\/myucelferek\/status\/1292077156244369408?ref_src=twsrc%5Etfw\">August 8, 2020<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Notlar ald\u0131m kendimce, makaleler okudum, videolar izledim. Hisse i\u015finin resmi sitelerine bakt\u0131m: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Borsa \u0130stanbul<\/li>\n\n\n\n<li>Sermaye Piyasas\u0131 Kurulu<\/li>\n\n\n\n<li>Merkezi Kay\u0131t Kurulu\u015fu<\/li>\n\n\n\n<li>T\u00fcrkiye Elektronik Fon Al\u0131m Sat\u0131m Platformu<\/li>\n\n\n\n<li>Kamuyu Ayd\u0131nlatma Platformu gibi.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Kitaplar ald\u0131m, telefona uygulamalar indirdim, youtube abonelikleri yapt\u0131m, bildirimleri a\u00e7t\u0131m. T\u00fcm bu eylemler birka\u00e7 ay s\u00fcrd\u00fc ve portf\u00f6y\u00fc olu\u015fturmadan \u00f6nce kafamda berrakla\u015fan fikir, benim bir <strong>uzun vadeci<\/strong> oldu\u011fumdu. Hisseleri Y\u0131ld\u0131z Pazardan se\u00e7tim; a\u011f\u0131rl\u0131kla da B\u0130ST30.  \u0130\u015flem hacminin k\u00fc\u00e7\u00fck, fiyat hareketlerinin sert olmas\u0131 pek bana g\u00f6re de\u011fil.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Orta ya\u015f\u0131 ge\u00e7eli \u00e7ok oldu, emeklili\u011fe az kald\u0131, \u00e7ocuklar b\u00fcy\u00fcyor, s\u0131rada lise ve \u00fcniversite d\u00f6nemleri bizi bekliyor. Konut ya da otomobil ihtiyac\u0131m yok, var olanlar bana yeterli. Yat\u0131r\u0131mlar\u0131m\u0131, art\u0131k net bi\u00e7imde <strong>gelir getiren<\/strong> se\u00e7eneklere yapmak istiyorum.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Endeks 109.000&#8217;lerde iken portf\u00f6y\u00fc olu\u015fturmaya ba\u015flad\u0131m. Basit tan\u0131mlanan bir hedef belirledim. On y\u0131l i\u00e7inde, ekstra bir emekli maa\u015f\u0131na denk gelecek seviyede <strong>bir pasif gelir<\/strong> yaratmal\u0131y\u0131m. Ben burada <strong>temett\u00fcy\u00fc<\/strong> se\u00e7tim.  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/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\/2020\/09\/image-130.png?w=486\" alt=\"\" class=\"wp-image-990\"\/><figcaption class=\"wp-element-caption\"><strong>Ku\u015fak fark\u0131<\/strong><\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130ki o\u011flum var ve ikisi de 2000 sonras\u0131 do\u011fdu. D\u00fcnyada art\u0131k bizim gibi olmayan, daha likit, daha aktif ve daha ba\u011f\u0131ms\u0131z olmay\u0131 talep eden <strong>bir ku\u015fa\u011f\u0131n etkileri <\/strong>g\u00f6r\u00fcl\u00fcyor. B\u00fcy\u00fck \u015firketlerin hedef kitlesinde, bu felsefeyle ya\u015fayan bir ku\u015fa\u011f\u0131n \u00fcyeleri var art\u0131k. Bu da beni \u00e7ocuklar\u0131m\u0131n geleceklerine destek verirken bu y\u00f6nde yat\u0131r\u0131mlar yapmaya y\u00f6nlendiriyor. Daha likit, <strong>daha evrensel <\/strong>ve daha ba\u011f\u0131ms\u0131z se\u00e7eneklerle&#8230; <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00c7ocuklar art\u0131k daha sade ve geli\u015febilir s\u00fcre\u00e7ler istiyorlar gibi geliyorlar bana, <strong>k\u0131s\u0131tl\u0131 ve belirlenmi\u015f se\u00e7eneklere <\/strong>mecbur kalmak istemiyorlar&#8230; Ya\u015famlar\u0131n\u0131 s\u00fcrd\u00fcrecekleri y\u00fczy\u0131l\u0131n bizim geride b\u0131rakt\u0131\u011f\u0131m\u0131zdan farkl\u0131 olmas\u0131n\u0131n nedeni de, sadelik, \u00fcretkenlik ve \u00f6zg\u00fcrl\u00fck temal\u0131 olmas\u0131. Onlar kavramlar, stat\u00fcler ve meslekler aras\u0131nda ge\u00e7i\u015f yapabilecek ve birden \u00e7ok i\u015fi ayn\u0131 anda yapabilecek yetenekte, adaptasyonlar\u0131 y\u00fcksek bir nesil olacak. San\u0131yorum <strong>&#8216;multitasking&#8217;<\/strong> buna deniyor.  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/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\/2020\/09\/image-126.png?w=585\" alt=\"\" class=\"wp-image-985\"\/><figcaption class=\"wp-element-caption\"><strong>Multitasking &#8211; \u00c7oklu i\u015f yapma becerisi<\/strong><\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yat\u0131r\u0131mda da ayn\u0131 yolu izlemek ak\u0131lc\u0131 olabilir. \u00c7\u00fcnk\u00fc her g\u00fcn piyasalara adaptasyonu kolayla\u015ft\u0131rmak i\u00e7in geli\u015ftirilen bir \u00e7ok \u00e7abaya tan\u0131k oluyoruz. Bunlardan faydalanarak biz de, <strong>hem b\u00fcy\u00fcme hem de de\u011fer \u00fcretimi<\/strong> yaratacak bir portf\u00f6y tasar\u0131m\u0131 yapabiliriz diye d\u00fc\u015f\u00fcn\u00fcyorum. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/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\/2020\/09\/image-134.png?w=472\" alt=\"\" class=\"wp-image-997\"\/><figcaption class=\"wp-element-caption\"><strong>Klasik yat\u0131r\u0131m mottosu<\/strong><\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Eski nesillerin al\u0131\u015fkanl\u0131\u011f\u0131 olan bir ev-bir araba almak-bankaya biraz para koymak; \u015fimdiki neslin ihtiyac\u0131n\u0131 kar\u015f\u0131lamayabilir. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bizim ku\u015fa\u011f\u0131n i\u00e7ine do\u011fdu\u011fu kal\u0131plar art\u0131k onlara yetmeyecek. Onlar i\u015flerini sadece \u00fclkemizde de\u011fil, t\u00fcm d\u00fcnyada yapabilecek bir yeterlili\u011fi talep ediyorlar. Buna g\u00f6re geli\u015fmek istiyorlar. <strong>&#8216;\u00c7antas\u0131n\u0131 al\u0131p gitmek&#8217;<\/strong> bizim ku\u015fak i\u00e7in \u00e7al\u0131\u015fma hayat\u0131n\u0131n sonunda<strong> &#8216;hayal edilesi&#8217;<\/strong> bir d\u00fc\u015f\u00fcnceyken; bu d\u00fc\u015f\u00fcnceler yeni ku\u015fa\u011f\u0131n kolayca ba\u015fard\u0131\u011f\u0131 moda deyimle <strong>&#8216;yeni normal&#8217; <\/strong>olacak.  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bizler de onlardan etkilenip, benzer yollar\u0131n aray\u0131\u015f\u0131nday\u0131z. Cep telefonlar\u0131m\u0131zdan <strong>yabanc\u0131 \u00fclke<\/strong> endekslerini takip ediyor, <strong>yurtd\u0131\u015f\u0131<\/strong> piyasalar i\u00e7in hesaplar a\u00e7\u0131yor, <strong>TEFAS<\/strong> dan yat\u0131r\u0131m fonu ara\u015ft\u0131r\u0131yor, yabanc\u0131 \u00fclkelerin hisse senetlerine endeksli, de\u011ferli <strong>madenlere<\/strong> endeksli se\u00e7eneklere y\u00f6neliyoruz. Hepsi elimizin alt\u0131nda, ula\u015f\u0131labilir ve likite d\u00f6nebilir se\u00e7enekler. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yeni neslin <strong>&#8216;multitasking&#8217;<\/strong> ya\u015fam ilkesi, bizim de yat\u0131r\u0131m ezberlerimizde devrimsel de\u011fi\u015fikler yapt\u0131 belki de&#8230;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00c7ocuklar\u0131n da, e\u015fimin de hisse hesab\u0131 var bizim evde. \u00c7ocuklara da yine uzun vadeli bir bak\u0131\u015fla portf\u00f6y olu\u015fturdum. <strong>Haftal\u0131k portf\u00f6y takibi <\/strong>g\u00f6revini onlara b\u0131rakt\u0131m. Pazar sabahlar\u0131 hisse portf\u00f6ylerine bak\u0131p, durumu kontrol ediyorlar. B\u00fcy\u00fck o\u011fluma da 4 ay \u00f6nce <strong>&#8216;Apple&#8217; <\/strong>hissesi \u00f6rne\u011fi vermi\u015f, telefonuna hissenin fiyat alarm\u0131n\u0131 indirmi\u015ftim. Hissesi yok ama, bu s\u00fcre zarf\u0131nda hisse primi  ve b\u00f6l\u00fcnme gibi s\u00fcre\u00e7lerin yat\u0131r\u0131mlar\u0131na olan etkisini kendisi de g\u00f6rd\u00fc. <strong>Telefon mu, hisse mi<\/strong> sorusunu kendisine sormas\u0131n\u0131 istedim, ba\u015far\u0131l\u0131 olmu\u015f muyum, zaman g\u00f6sterecek. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">https:\/\/tasarrufdelileri.com\/blog\/page\/2\/<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/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\/2020\/09\/image-132.png?w=586\" alt=\"\" class=\"wp-image-993\"\/><figcaption class=\"wp-element-caption\"><strong>Temel analiz hisse se\u00e7imimdeki ana odak&#8230;<\/strong><\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ana portf\u00f6y\u00fc olu\u015ftururken, s\u0131k\u00e7a temel analiz yapt\u0131m. Yani \u015firketin finansal tablolar\u0131n\u0131 inceledim, rakamlar\u0131na bakt\u0131m, kendi sekt\u00f6r\u00fcndeki di\u011fer \u015firketlerle kar\u015f\u0131la\u015ft\u0131rd\u0131m. Odakland\u0131\u011f\u0131m \u015firketler b\u00fcy\u00fck oranda, temett\u00fc verimi y\u00fcksek, her y\u0131l temett\u00fcs\u00fcn\u00fc artt\u0131ran, temett\u00fc vermeyi \u015firket politikas\u0131 olarak benimsemi\u015f \u015firketler oldu. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Portf\u00f6yde on \u00fc\u00e7 tane hisse var ve an itibariyle, mevduat getirisinin \u00fczerinde bir getiri ile pozisyonumu koruyorum. Ba\u015flang\u0131\u00e7 yapt\u0131\u011f\u0131m g\u00fcnden beri \u00e7ok iyi getiriler de oldu, makul oranda zarar seviyeleri de. San\u0131r\u0131m se\u00e7imleri b\u00fcy\u00fck \u015firketlerden yana yapman\u0131n faydas\u0131 buydu; <strong>sert dalgalanmalardan uzak kalabilmek&#8230; <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Endeksi ve hisselerimi incelerken, fiyat hareketlerini ve yat\u0131r\u0131mc\u0131 olarak bu fiyat hareketlerinde ne yapman\u0131n daha ak\u0131lc\u0131 oldu\u011funu hep d\u00fc\u015f\u00fcn\u00fcyorum herkes gibi ben de&#8230; <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00c7\u00fcnk\u00fc on \u00fc\u00e7 hisseden en az yedi tanesinde %30&#8217;a varan kazan\u00e7 rakamlar\u0131na ula\u015fm\u0131\u015f, fakat <strong>uzun vadeli bir bak\u0131\u015fa<\/strong> sahip oldu\u011fum ve hen\u00fcz yolun \u00e7ok ba\u015f\u0131nda oldu\u011fum i\u00e7in kar realizasyonu yapmam\u0131\u015ft\u0131m. Ortak oldu\u011fum \u015firketler \u00e7ok b\u00fcy\u00fck \u015firketler. Bu yedi \u015firket hissesinden be\u015f tanesi, %30&#8217;a varan kazanc\u0131 geri verdi. Baz\u0131s\u0131 an itibariyle eksi seviyeye d\u00fc\u015ft\u00fc. Halen portf\u00f6y\u00fcmdeler ve uzun bir d\u00f6nem kalacaklar. Ancak ben kar realizasyonu yapmad\u0131\u011f\u0131m i\u00e7in, ikilemdeyim. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">San\u0131r\u0131m ikilem, <strong>portf\u00f6yde b\u00fcy\u00fcme yat\u0131r\u0131m\u0131 m\u0131, de\u011fer yat\u0131r\u0131m\u0131 m\u0131 <\/strong>sorusuna g\u00f6t\u00fcr\u00fcyor beni. Yat\u0131r\u0131m s\u00fcrecinde \u00f6\u011frenmekten asla vazge\u00e7memek laz\u0131m, gen\u00e7lerden \u00f6\u011frenecek \u00e7ok \u015fey var. Bu pazar g\u00fcn\u00fcn\u00fcn benim a\u00e7\u0131mdan sorusu bu oldu. Bununla ilgili kaynaklar\u0131 taramaya ba\u015flad\u0131m bile. Ne de olsa <strong>\u00f6\u011frenmek<\/strong> de gen\u00e7le\u015ftiriyor. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0130yi pazarlar.<\/p>\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\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Maa\u015f\u0131mdan \u00f6nceki son pazar g\u00fcn\u00fc, genelde bir sonraki ay\u0131n b\u00fct\u00e7esine g\u00f6z atar\u0131m. Bug\u00fcn de onlardan biri. \u00dc\u00e7 y\u0131la varan kay\u0131tlar var ay baz\u0131nda. Birikimler ayr\u0131 bir tabloda ve \u00fcr\u00fcn baz\u0131nda&hellip;<\/p>\n","protected":false},"author":1,"featured_media":666,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-969","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-genel"],"_links":{"self":[{"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/posts\/969","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=969"}],"version-history":[{"count":2,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/posts\/969\/revisions"}],"predecessor-version":[{"id":4169,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/posts\/969\/revisions\/4169"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=\/wp\/v2\/media\/666"}],"wp:attachment":[{"href":"https:\/\/fonanalizi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=969"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=969"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fonanalizi.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=969"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}