Mehmet Yurtseven
Mehmet Yurtseven@HalalDividend

Rendimento
Tutti

-1.29%2025
2025
13.99%2024
2024
17.34%2023
2023
-8.46%2022
2022
22.62%2021
2021
22.6%0%-22.6%
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HalalDividend
Regno Unito
22 giorni fa
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... Mostra di più Traduci
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HalalDividend
Regno Unito
circa un mese fa
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... Mostra di più Traduci
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2 di 4
1 risposta
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HalalDividend
Regno Unito
2 mesi fa
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... Mostra di più Traduci
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2 di 4
1 risposta
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HalalDividend
Regno Unito
3 mesi fa
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.... Mostra di più Traduci
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1 risposta
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HalalDividend
Regno Unito
4 mesi fa
Dear Copiers and Followers, Since the election, we have seen a notable shift in market sentiment. Growth stocks are rallying, while value stocks are underperforming. Gains have been highly concentrated, and our diverse value portfolio experienced a drawback of over 5%. While monetary policy has remained... Mostra di più Traduci
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2 di 3
1 risposta
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HalalDividend
Regno Unito
5 mesi fa
Dear Copiers and Followers, Welcome to the post-election landscape! We’ve seen rallies and collapses, and I expect more volatility in the coming months. Let’s hope it doesn’t lead to a recession. As we near the end of a positive month, I’ve made some changes to the portfolio by closing two problematic... Mostra di più Traduci
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HalalDividend
Regno Unito
6 mesi fa
Dear Copiers and Followers, We’re nearing the end of a turbulent month, with our portfolio slightly down, due to, among other things, the sharp declines in $GPC (Genuine Parts Co) and $LLY (Eli Lilly & Co), which dropped 18% and 8% respectively following their earnings reports. Both companies reported... Mostra di più Traduci
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1 risposta
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HalalDividend
Regno Unito
7 mesi fa
Dear Copiers and Followers, September, the long-awaited month, is behind us, and it was another positive one, inshaAllah. As anticipated, the 50 basis point rate cut caused some initial concern, but surprisingly, the worry lasted only a day. With China’s stimulus and Micron’s earnings, the market sentiment... Mostra di più Traduci
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2 di 4
2 risposte
1 risposta
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HalalDividend
Regno Unito
8 mesi fa
Dear Copiers and Followers, I have recently opened three new positions in $BKR (Baker Hughes Company), $FCX (Freeport-McMoRan Inc) and $MSCI. Baker Hughes is an engineering company primarily serving the oil and gas sector, though their expertise extends to other areas as well. With a PEG ratio of 0.5,... Mostra di più Traduci
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HalalDividend
Regno Unito
9 mesi fa
Dear Copiers and Followers, We are wrapping up another positive month. Throughout the month, the news cycle was insane. On financial front, main focus was a possible rotation to small-cap stocks. In my opinion, the PE gap between mega-cap and small-cap stocks is too wide, making a rotation inevitable.... Mostra di più Traduci
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1 risposta
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Informazioni HalalDividend
Regno Unito

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 chosen from Zoya Finance app. A stock will be removed if: - Zoya deems the stock "questionable" or "non-compliant", - Continued very low return (yield + gain) is compared to other stocks (no rush decisions). I expect both to be rare. If a stock is removed, a new stock will be added. Total number of stocks will never be less than 50. Dividends are reinvested once cash is 1% of total. Disclaimers: - "Halal" is a personal decision. I trust Zoya Finance right now. Let me know if you have a better alternative. - Don't expect a lot of trading, most of the stocks will never be sold. This is an investing account, not a trading one.
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116 Copiatori
854 Follower

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