Mehmet Yurtseven
Mehmet Yurtseven @HalalDividend

Rendimiento
Todo

13.07%2025
2025
13.99%2024
2024
17.34%2023
2023
-8.46%2022
2022
22.62%2021
2021
22.6%0%-22.6%
Conversaciones
Mehmet Yurtseven
Reino Unido
16d
Dear Copiers and Followers, This month, I wrote several versions of this report, but in the end, I decided to skip the doomsday commentary and focus strictly on the portfolio. If there’s enough demand, I can always bring back my “we’re all doomed” edition next month and list the many reasons why keeping... Mostrar más Traducir
Mehmet Yurtseven
Reino Unido
2m
Dear Copiers and Followers, We are still riding the market’s momentum. Everything feels overextended—let’s see where this leads. Our portfolio hasn’t moved decisively for the past two months. AI stocks continue to push the market into dark places. I hope I’m wrong… With all the volatility and euphoria... Mostrar más Traducir
Mehmet Yurtseven
Reino Unido
3m
Dear Copiers and Followers, I hope you had a relaxing summer and are energized to get back to work. I’d like to update you on the portfolio and share a few macro views. So far, I’ve mostly let the portfolio ride the market. We’re up a bit more than 3%, which I’m happy with, and we’re sitting at all-time... Mostrar más Traducir
Mehmet Yurtseven
Reino Unido
5m
Dear Copiers and Followers, Tomorrow is the day, we are finally entering the new tariff regime. August 1st marks the beginning of its actual effects. These impacts will build gradually. For now, inventories are in a good place, but I believe the full impact will become visible after the New Year. By... Mostrar más Traducir
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MMM
3M
164.27
-1.43 (-0.86%)
Mehmet Yurtseven
Reino Unido
6m
Dear Copiers and Followers, There are macro issues (like Section 899) and geopolitics (I’m glad there is a "ceasefire") worth discussing, but this update is all about the portfolio. Apologies for getting distracted by the chaos. I’ve (not so recently) opened—and updated—a few positions. I’ve... Mostrar más Traducir
Mehmet Yurtseven
Reino Unido
7m
Dear Copiers and Followers, I’d like to share a narrative-style update on what’s unfolded since my last post. Following the initial surge of unilateral decisions, we saw significant market turmoil. President Trump initially doubled down, emboldened by some countries' conciliatory responses. But... Mostrar más Traducir
Mehmet Yurtseven
Reino Unido
9m
Dear Copiers and Followers, I was hoping to discuss portfolio changes this month, but apparently not. Maybe next month? Will we ever get a slow news cycle again? Welcome to Trump’s America. I know many of you feel liberated… from your money. Welcome to unilateral decision-making. One-man rule. I’m... Mostrar más Traducir
Mehmet Yurtseven
Reino Unido
9m
Dear Copiers and Followers, Ramadan Kareem. As part of my yearly update, I’d like to share our portfolio’s performance over the past year (March 1st to March 1st). Going forward, I will provide this report earlier to align better with Ramadan. Portfolio Performance: Over the last year, our portfolio... Mostrar más Traducir
Mehmet Yurtseven
Reino Unido
10m
Dear Copiers and Followers, Welcome to volatility. If there’s one thing markets dislike, it is uncertainty—and the Trump administration is creating plenty of it. From DOGE and tariffs to taxes, agency mandates, and foreign policy, businesses are struggling to forecast with confidence. As a result, many... Mostrar más Traducir
Mehmet Yurtseven
Reino Unido
11m
Dear Copiers and Followers, Welcome to Trump’s second term. This time, he has a full mandate, with all three branches of government aligned in his favor. With this level of support, expect him to push through many of his policy promises. Given the scale of these changes, market volatility is likely.... Mostrar más Traducir

Acerca de Mehmet Yurtseven
Reino Unido

This account is intended as a long term stable investment (starting: Mar 1, 2021). Dividend paying stocks only. Stocks are chosen mostly from "Dividend Aristocrats" and "Dividend Kings" with a few of my own additions. No money will be added or removed. I am not a religious scholar. "Halal" status is... Mostrar más Traducir
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