{"id":227,"date":"2022-07-29T12:49:19","date_gmt":"2022-07-29T09:49:19","guid":{"rendered":"https:\/\/trader.foreks.com\/blog\/?p=227"},"modified":"2023-12-13T16:06:18","modified_gmt":"2023-12-13T13:06:18","slug":"az-risk-cok-kazanc-yatirim-portfoyu-nasil-yonetilir","status":"publish","type":"post","link":"https:\/\/www.forinvest.com\/blog\/az-risk-cok-kazanc-yatirim-portfoyu-nasil-yonetilir\/","title":{"rendered":"Az Risk, \u00c7ok Kazan\u00e7 – Portf\u00f6y Y\u00f6netimi Nas\u0131l Yap\u0131l\u0131r?"},"content":{"rendered":"
<\/div>\n

H\u0131zla de\u011fi\u015fen yat\u0131r\u0131m dinamikleri ve bir \u00e7\u0131\u011f gibi artan yat\u0131r\u0131mc\u0131 say\u0131s\u0131, risk y\u00f6netimi <\/a>konusunu  \u00e7ok daha \u00f6nemli hale getirmektedir. Yat\u0131r\u0131mc\u0131lar gelirlerini maksimize etmeyi<\/strong> ama\u00e7larken risklerden de m\u00fcmk\u00fcn oldu\u011funca ka\u00e7\u0131nmak<\/strong> isterler..<\/p>\n\n\n\n

\u015e\u00fcphesiz ki t\u00fcm\u00fcyle g\u00fcvenilir bir yat\u0131r\u0131mdan s\u00f6z etmek m\u00fcmk\u00fcn de\u011fildir. Yat\u0131r\u0131m kavram\u0131n\u0131n do\u011fas\u0131 gere\u011fi yat\u0131r\u0131m nerede ise risk de orada olacakt\u0131r. Ancak, birden fazla yat\u0131r\u0131m arac\u0131 ile portf\u00f6yler yaratarak etkin \u015fekilde riski yaymak, bu sayede kay\u0131plar\u0131 minimize etmek m\u00fcmk\u00fcnd\u00fcr. <\/strong><\/p>\n\n\n\n

Bu makalemizde yat\u0131r\u0131m portf\u00f6ylerinin ne oldu\u011fundan ve portf\u00f6y y\u00f6netimi kavram\u0131ndan bahsedece\u011fiz.<\/p>\n\n\n\n

Yat\u0131r\u0131m Portf\u00f6y\u00fc Nedir? <\/h2>\n\n\n\n

Portf\u00f6y, ger\u00e7ek veya t\u00fczel ki\u015filerin k\u00e2r elde etmek amac\u0131yla yat\u0131r\u0131m yapt\u0131\u011f\u0131 birden fazla finansal varl\u0131ktan olu\u015fan b\u00fct\u00fcne<\/strong> verilen isimdir. Hisse senedi<\/strong>, hazine bonosu, repo, varant, <\/strong>d\u00f6viz, alt\u0131n, tahvil<\/strong> gibi pek \u00e7ok finansal varl\u0131k<\/strong> bir portf\u00f6y\u00fcn par\u00e7as\u0131 olabilir. Bu a\u00e7\u0131dan yat\u0131r\u0131m portf\u00f6yleri, farkl\u0131 t\u00fcr ve renklerden \u00e7i\u00e7ekler ile olu\u015fturulmu\u015f bir bukete benzetilebilir.<\/p>\n\n\n\n

Portf\u00f6yler yaln\u0131zca finansal varl\u0131klar\u0131n b\u00fct\u00fcn\u00fcn\u00fcn de\u011ferini g\u00f6stermek amac\u0131yla yarat\u0131lmazlar. Riskleri y\u00f6netmek ve \u00e7e\u015fitli finansal ara\u00e7lar\u0131n e\u015fsiz niteliklerine g\u00f6re yat\u0131r\u0131m stratejileri geli\u015ftirmek portf\u00f6y olu\u015fturman\u0131n ana amac\u0131d\u0131r. <\/strong><\/p>\n\n\n\n

Profesyonel yat\u0131r\u0131mc\u0131lar yat\u0131r\u0131ma ay\u0131rd\u0131klar\u0131 kayna\u011f\u0131, detayl\u0131 \u015fekilde analiz edilmi\u015f farkl\u0131 finansal ara\u00e7lar \u00fczerinde de\u011ferlendirirler. Bu sayede Portf\u00f6yler, risk analizi yap\u0131lmas\u0131n\u0131n ard\u0131ndan, finansal kayna\u011f\u0131n yat\u0131r\u0131m ara\u00e7lar\u0131 aras\u0131nda riski b\u00f6lecek \u015fekilde da\u011f\u0131t\u0131lmas\u0131 ile olu\u015fturulur.<\/p>\n\n\n\n

Portf\u00f6y Y\u00f6netimi Nedir? <\/h2>\n\n\n\n

Portf\u00f6y y\u00f6netimi basit\u00e7e yat\u0131r\u0131mc\u0131n\u0131n beklenti ve talepleri \u0131\u015f\u0131\u011f\u0131nda yap\u0131lacak planlama do\u011frultusunda finansal ara\u00e7lardan en az riskle en y\u00fcksek k\u00e2r\u0131 getirecek olanlar\u0131n se\u00e7ilmesi<\/strong>, portf\u00f6ye kat\u0131lan bu ara\u00e7lar\u0131n d\u00fczenli takibi<\/strong> ve yat\u0131r\u0131m\u0131n gerekli durumlarda revize edilmesi<\/strong> i\u015flemlerinin t\u00fcm\u00fcne verilen isimdir. <\/p>\n\n\n\n

Portf\u00f6y y\u00f6netimi, yat\u0131r\u0131mc\u0131n\u0131n kendisi taraf\u0131ndan yap\u0131labilece\u011fi gibi, bu konuda profesyonelle\u015fmi\u015f arac\u0131 kurumlar ya da portf\u00f6y y\u00f6netim \u015firketleri taraf\u0131ndan da yap\u0131labilir. <\/p>\n\n\n\n

Portf\u00f6y y\u00f6netimi sorumluluk ve uzmanl\u0131k gerektiren bir s\u00fcre\u00e7 oldu\u011fundan bu kurumlar yetkili mercilerden gerekli belgeleri almak<\/strong> ve yaln\u0131zca m\u00fc\u015fteri ile yap\u0131lacak s\u00f6zle\u015fmenin kapsam\u0131 \u00e7er\u00e7evesinde<\/strong> hareket etmek zorundad\u0131r..<\/p>\n\n\n\n

Yat\u0131r\u0131mc\u0131lar bir portf\u00f6y y\u00f6neticisi ile \u00e7al\u0131\u015f\u0131rken genel olarak iki portf\u00f6y y\u00f6netim tarz\u0131ndan biri \u00fczerinde anla\u015f\u0131rlar.<\/p>\n\n\n\n

    \n
  1. Portf\u00f6y y\u00f6neticisi gerekli analizi ve tespitleri yapar ancak al\u0131m sat\u0131m kararlar\u0131nda yat\u0131r\u0131mc\u0131n\u0131n onay\u0131n\u0131 beklemek zorundad\u0131r.<\/strong> Bu y\u00f6netim tarz\u0131nda yat\u0131r\u0131mc\u0131 portf\u00f6y\u00fcn\u00fcn kontrol\u00fcn\u00fc s\u00fcrekli olarak elinde tutabilir.<\/li>\n\n\n\n
  2. Y\u00f6netici, portf\u00f6y \u00fczerinde tam hakimiyet sahibidir.<\/strong> Arzu etti\u011fi al\u0131m sat\u0131m i\u015flemlerini ger\u00e7ekle\u015ftirebilir ve finansal ara\u00e7lar\u0131n sa\u011flad\u0131\u011f\u0131 haklar\u0131 yat\u0131r\u0131mc\u0131 ile yapt\u0131\u011f\u0131 s\u00f6zle\u015fme kapsam\u0131nda diledi\u011fince kullanabilir. <\/li>\n<\/ol>\n\n\n\n
    \"protf\u00f6y<\/figure>\n\n\n\n

    Portf\u00f6y Y\u00f6netimi Nas\u0131l Yap\u0131l\u0131r<\/h2>\n\n\n\n

    Portf\u00f6y y\u00f6neticili\u011fi olduk\u00e7a karma\u015f\u0131k bir i\u015ftir. Her yat\u0131r\u0131mc\u0131n\u0131n finansal kayna\u011f\u0131 ve portf\u00f6y\u00fcnden beklentisi birbirinden farkl\u0131 olacakt\u0131r. <\/p>\n\n\n\n

    Bu sebeple portf\u00f6y y\u00f6neticisi, yat\u0131r\u0131mc\u0131n\u0131n ihtiya\u00e7lar\u0131 ve hedeflerini t\u00fcm\u00fcyle bilmelidir ve <\/strong>yat\u0131r\u0131m ara\u00e7lar\u0131n\u0131 <\/strong>zaman ve efor ay\u0131rarak s\u00fcrekli g\u00f6zlem alt\u0131nda tutmal\u0131d\u0131r.<\/strong><\/p>\n\n\n\n

    Portf\u00f6y y\u00f6netiminin temel ad\u0131mlar\u0131 5 maddede \u00f6zetlenebilir. Ba\u015far\u0131l\u0131 bir portf\u00f6y y\u00f6netimi i\u00e7in bu s\u00fcre\u00e7ler s\u0131rayla ve dikkatle y\u00fcr\u00fct\u00fclmelidir. <\/p>\n\n\n\n

    1- Planlama <\/h3>\n\n\n\n

    Bir portf\u00f6y\u00fcn do\u011fru \u015fekilde y\u00f6netilmesi i\u00e7in s\u00fcrecin en ba\u015f\u0131ndan itibaren yat\u0131r\u0131mc\u0131n\u0131n ve y\u00f6neticinin, portf\u00f6y\u00fcn yap\u0131s\u0131n\u0131 olu\u015fturacak temel prensiplerde hemfikir olmas\u0131 gerekmektedir. <\/p>\n\n\n\n

    Yat\u0131r\u0131mc\u0131n\u0131n \u00f6nceliklerinin tespit edilmesi planlaman\u0131n ilk ad\u0131m\u0131d\u0131r. <\/strong>Bu ad\u0131mda yat\u0131r\u0131mc\u0131n\u0131n kaynak b\u00fcy\u00fckl\u00fc\u011f\u00fc, hedeflerinin vadesinin uzun ya da k\u0131sa olu\u015fu, almay\u0131 g\u00f6ze ald\u0131\u011f\u0131 riskin b\u00fcy\u00fckl\u00fc\u011f\u00fc gibi konular ayr\u0131 ayr\u0131 masaya yat\u0131r\u0131l\u0131r. <\/p>\n\n\n\n

    \u0130kinci ad\u0131m ise y\u00f6neticinin izleyece\u011fi y\u00f6ntemlerin ve piyasaya dair g\u00f6r\u00fc\u015flerinin de\u011ferlendirilmesidir<\/strong>. <\/p>\n\n\n\n

    Bu iki ad\u0131m\u0131n sonucunda finansal ara\u00e7lar\u0131n hangi \u00f6nceliklerle ve ne \u015fekilde y\u00f6netilece\u011fitespit edilmi\u015f olur. Y\u00f6netici, portf\u00f6y y\u00f6netiminin kalan s\u00fcre\u00e7lerinde bu prensipler do\u011frultusunda hareket eder.<\/p>\n\n\n\n

    2- Analiz <\/h3>\n\n\n\n

    Analiz safhas\u0131nda finansal varl\u0131klar, planlama a\u015famas\u0131nda netle\u015ftirilen kritlerler do\u011frultusunda teknik analiz ve <\/strong>temel analiz<\/strong><\/a> gibi y\u00f6ntemler de kullan\u0131larak detayl\u0131ca de\u011ferlendirilir. <\/p>\n\n\n\n

    Bu de\u011ferlendirmede yat\u0131r\u0131m varl\u0131klar\u0131n\u0131n anl\u0131k ve ge\u00e7mi\u015f performans\u0131na y\u00f6nelik nitelikli bir analiz ger\u00e7ekle\u015ftirilir. Ancak bu performans verileri gelece\u011fe dair tahminler y\u00fcr\u00fctmek ad\u0131na yetersiz kal\u0131rlar. Ba\u015far\u0131l\u0131 bir portf\u00f6y y\u00f6neticisi yerel ve uluslararas\u0131 alanda ekonomik, politik, sosyal ve sekt\u00f6rel geli\u015fmeleri takip eder<\/strong> ve yat\u0131r\u0131m ara\u00e7lar\u0131n\u0131n bu alanlarda halihaz\u0131rda ya\u015fanan ya da ya\u015fanabilecek geli\u015fmelerden nas\u0131l etkilenebilece\u011fini tespit eder. Bu sayede \u00e7evre kaynakl\u0131 potansiyel yat\u0131r\u0131m riskleri b\u00fcy\u00fck \u00f6l\u00e7\u00fcde azalt\u0131labilir.<\/p>\n\n\n\n

    Analiz i\u015fleminin sonunda finansal varl\u0131klar potansiyel getirileri ve ta\u015f\u0131d\u0131klar\u0131 risklere g\u00f6re s\u0131n\u0131fland\u0131r\u0131l\u0131r<\/strong>. Bu s\u0131n\u0131fland\u0131rma portf\u00f6ye al\u0131nacak varl\u0131klar\u0131n tespiti i\u00e7in olduk\u00e7a \u00f6nemlidir.<\/p>\n\n\n\n

    3- Finansal Ara\u00e7 Tespiti <\/h3>\n\n\n\n

    Yap\u0131lan analizin ard\u0131ndan portf\u00f6y y\u00f6neticisi, s\u0131n\u0131fland\u0131r\u0131lm\u0131\u015f yat\u0131r\u0131m ara\u00e7lar\u0131 i\u00e7inden yat\u0131r\u0131mc\u0131n\u0131n <\/strong>kazan\u00e7 beklentisine <\/strong>uygun olanlar\u0131 se\u00e7er<\/strong> ve portf\u00f6ye dahil eder. E\u011fer portf\u00f6y y\u00f6neticisi varl\u0131klar\u0131n al\u0131m\u0131 konusunda nihai yetkili de\u011filse bu a\u015famada se\u00e7imi yat\u0131r\u0131mc\u0131 ger\u00e7ekle\u015ftirir.<\/p>\n\n\n\n

    4- Performans Takibi<\/h3>\n\n\n\n

    Portf\u00f6ye al\u0131nacak yat\u0131r\u0131m ara\u00e7lar\u0131n\u0131n do\u011fru \u015fekilde analiz edilmesi, bu ara\u00e7lardan elde edilecek performans\u0131n y\u00fcksekli\u011finin garant\u00f6r\u00fc olacakt\u0131r. Ancak zaman i\u00e7inde portf\u00f6ylerin performans\u0131 d\u00fc\u015febilir ya da dalgalanabilir. <\/p>\n\n\n\n

    Yat\u0131r\u0131m d\u00fcnyas\u0131nda ko\u015fullar s\u00fcrekli olarak de\u011fi\u015fir. Bunun yan\u0131nda sosyal ve ekonomik d\u0131\u015f fakt\u00f6rlerdeki geli\u015fmelerin kusursuz \u015fekilde tahmin edilmesi imkans\u0131zd\u0131r. Bu nedenle portf\u00f6ydeki <\/strong>yat\u0131r\u0131m ara\u00e7lar\u0131n\u0131n <\/strong>g\u00f6sterdi\u011fi <\/strong>performanslar anl\u0131k olarak takip<\/strong> edilmelidir. <\/strong><\/p>\n\n\n\n

    Bu performans takip s\u00fcrecinde portf\u00f6y y\u00f6neticisi elindeki portf\u00f6y\u00fc, farkl\u0131 portf\u00f6ylerin performanslar\u0131<\/strong> ile ya da mevcut portf\u00f6y\u00fcn ge\u00e7mi\u015f performanslar\u0131<\/strong> ile k\u0131yaslar. Bu k\u0131yaslama sonucunda k\u0131sa ya da uzun vadeli hedeflere ula\u015fmakta problem ya\u015fayacak finansal ara\u00e7lar tespit edilebilir, ya da portf\u00f6y\u00fcn yarat\u0131ld\u0131\u011f\u0131 d\u00f6nem mevcut olmayan f\u0131rsatlar\u0131n portf\u00f6ye verebilece\u011fi katk\u0131 de\u011ferlendirilebilir.<\/p>\n\n\n\n

    5- Yeniden G\u00f6zden Ge\u00e7irme <\/h3>\n\n\n\n

    Portf\u00f6y\u00fcn takibinde performans\u0131 d\u00fc\u015f\u00fck oldu\u011fu i\u00e7in g\u00f6zden ge\u00e7irilmeye ihtiyac\u0131 olan <\/strong>yat\u0131r\u0131m ara\u00e7lar\u0131 tespit edilirse ya da portf\u00f6y i\u00e7in \u00e7ok uygun f\u0131rsatlar ortaya \u00e7\u0131karsa<\/strong>, portf\u00f6y\u00fcn i\u00e7 yap\u0131s\u0131 yeniden de\u011ferlendirilmelidir. <\/p>\n\n\n\n

    Portf\u00f6yler birbirleri ile uyum i\u00e7inde \u00e7al\u0131\u015farak riskleri minimize eden yat\u0131r\u0131m ara\u00e7lar\u0131ndan olu\u015ftu\u011fu i\u00e7in tek bir bile\u015feni de\u011fi\u015ftirmek i\u00e7in dahi portf\u00f6y\u00fcn t\u00fcm\u00fcn\u00fc yeniden g\u00f6zden ge\u00e7irmek gerekebilir. <\/p>\n\n\n\n

    Ancak d\u00fczenli g\u00f6zlemlerin ard\u0131ndan do\u011fru anlarda yeniden de\u011ferlendirilen portf\u00f6yler \u00e7ok uzun s\u00fcre y\u00fcksek performans vermeye devam ederler ve yat\u0131r\u0131m d\u00fcnyas\u0131n\u0131n sert r\u00fczgarlar\u0131na kar\u015f\u0131 yat\u0131r\u0131mc\u0131lar\u0131n\u0131 korurlar.<\/p>\n\n\n\n

    \"detayl\u0131ca<\/figure>\n\n\n\n

    Portf\u00f6y\u00fcn\u00fcze H\u00fckmedin <\/h2>\n\n\n\n

    Portf\u00f6y y\u00f6netim \u015firketlerinden destek almaya ihtiya\u00e7 duymayan yat\u0131r\u0131mc\u0131lar, portf\u00f6y y\u00f6netimi s\u00fcre\u00e7lerini tek ba\u015flar\u0131na y\u00fcr\u00fctebilirler. Ancak kapsaml\u0131 analiz mod\u00fcllerine <\/strong>ve g\u00fcvenilir veriler ile g\u00fcncel bilgi ak\u0131\u015f\u0131 sa\u011flayan ara\u00e7lara <\/strong>ihtiya\u00e7lar\u0131 vard\u0131r.<\/p>\n\n\n\n

    Bu konuda destek al\u0131nabilecek en g\u00fcvenilir ortak, piyasalar\u0131n anl\u0131k takibine ve portf\u00f6y y\u00f6netimine olanak sa\u011flayan ForInvest ailesi i\u00e7erisinde yer alan bir yat\u0131r\u0131m uygulamas\u0131d\u0131r. <\/p>\n\n\n\n

    ForInvest\u2019i<\/a> kullanarak, yaln\u0131zca geli\u015fmi\u015f portf\u00f6y y\u00f6netimi<\/strong> imkanlar\u0131na de\u011fil, ger\u00e7ek zamanl\u0131 piyasa verilerine, finans ve yat\u0131r\u0131m alan\u0131nda g\u00fcncel haberlere, raporlara, ak\u0131ll\u0131 analiz ara\u00e7lar\u0131na ve \u00e7ok daha fazlas\u0131na<\/strong> ula\u015fabilirsiniz.<\/p>\n\n\n\n

    Portf\u00f6y\u00fcn\u00fcz\u00fc bir profesyonelden farks\u0131z \u015fekilde y\u00f6netmek istiyorsan\u0131z, FXPlus paketleri<\/a> ile portf\u00f6y y\u00f6netiminde ihtiyac\u0131n\u0131z olabilecek t\u00fcm uzman mod\u00fcllerine ula\u015fabilir<\/strong>, kapsaml\u0131 veri terminali ile tarihsel ve anl\u0131k verileri en geli\u015fmi\u015f analiz ara\u00e7lar\u0131 ile de\u011ferlendirebilirsiniz. \u00dcstelik bu kapsay\u0131c\u0131 paket ile mobil ve web \u00fcr\u00fcnlerimizden de faydalanabilirsiniz. <\/strong><\/p>\n\n\n\n