Mehmet Yurtseven
Mehmet Yurtseven @HalalDividend

Tuottavuus
Kaikki

7.79%2026
2026
12.27%2025
2025
13.99%2024
2024
17.34%2023
2023
-8.46%2022
2022
22.62%2021
2021
22.6%0%-22.6%
Keskustelut
Mehmet Yurtseven
Iso-Britannia
13 pv
Dear copiers and followers, We are closing the month with about a 5% gain, which I am happy to report. Very strong performers included $SCCO (Southern Copper Corp), $MPWR (Monolithic Power Systems Inc), $WPM (Wheaton Precious Metals Corp), $FCX (Freeport-McMoRan Inc), and $TXN (Texas Instruments Inc),... Näytä enemmän Käännä
Mehmet Yurtseven
Iso-Britannia
1 kk
Dear copiers and followers, Welcome to another monthly summary. This time, I’ll keep it brief and mainly point you toward something else worth reading—or listening to. With Powell’s term nearing its end, he clearly does not want to be responsible for market turmoil. As a result, the Fed has effectively... Näytä enemmän Käännä
Is It a Bubble?
www.oaktreecapital.com
In his latest memo, Howard Marks explores if there is a bubble in AI, identifying uncertainty, parallels to past bubbles, AI's vast potential, and emphasizing the importance of prudence.
Mehmet Yurtseven
Iso-Britannia
2 min
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... Näytä enemmän Käännä
Mehmet Yurtseven
Iso-Britannia
4 min
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... Näytä enemmän Käännä
Mehmet Yurtseven
Iso-Britannia
5 min
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... Näytä enemmän Käännä
Mehmet Yurtseven
Iso-Britannia
7 min
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... Näytä enemmän Käännä
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MMM
3M
172.89
-1.72 (-0.98%)
Mehmet Yurtseven
Iso-Britannia
8 min
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... Näytä enemmän Käännä
Mehmet Yurtseven
Iso-Britannia
9 min
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... Näytä enemmän Käännä
Mehmet Yurtseven
Iso-Britannia
11 min
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... Näytä enemmän Käännä
Mehmet Yurtseven
Iso-Britannia
11 min
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... Näytä enemmän Käännä

Tietoa Mehmet Yurtseven
Iso-Britannia

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... Näytä enemmän Käännä
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