Mehmet Yurtseven
Mehmet Yurtseven @HalalDividend

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15.03%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%
討論
Mehmet Yurtseven
Mehmet Yurtseven
英國
10 天
Dear copiers and followers, For this month's summary, I will be focusing on our portfolio. There have been some changes recently, as well as some not-so-recent ones, that I want to update you on: One of our holdings, $SCCO (Southern Copper Corp), has been paying dividends not in cash, but in shares.... 顯示更多 翻譯
Mehmet Yurtseven
Mehmet Yurtseven
英國
2 個月
Dear copiers and followers, Today I am going to talk about the cost of AI and why I think AI is a wonderful technology but a financial bubble at the same time. AI already delivers real value in three areas. First, it helps people learn faster, especially in coding and technical problem-solving. Second,... 顯示更多 翻譯
Mehmet Yurtseven
Mehmet Yurtseven
英國
2 個月
Dear copiers and followers, I would like to start today with a thank you. We have finally surpassed $300k in assets under copy. Thank you for your trust - both in me and in the process of halal investing, where we focus on long-term ownership of Sharia-compliant companies rather than frequent trading.... 顯示更多 翻譯
Mehmet Yurtseven
Mehmet Yurtseven
英國
3 個月
Dear copiers and followers, Welcome to the other side. March has been brutal. I partly blame myself for jinxing our success. April brought a much needed breath. We are not back to all-time highs yet, but we are getting there. Please remember, volatility is the name of the game now. I am finally selling... 顯示更多 翻譯
Mehmet Yurtseven
Mehmet Yurtseven
英國
5 個月
Dear copiers and followers, It’s time for the annual report. The past year has been strong for our portfolio. We reached the 5-year mark, which I celebrated last month with a somewhat comedic post — thank you for your continued trust. Since then, we’ve seen a drawdown of about 8%. Overall, the portfolio... 顯示更多 翻譯
Mehmet Yurtseven
Mehmet Yurtseven
英國
5 個月
Dear copiers and followers, I will be sharing an annual summary soon, but today I’d like to gloat a little. This portfolio is now five years old. I opened the account on February 23, 2021, added funds on the 26th, and opened most of the positions on March 1st. You can compare our performance directly... 顯示更多 翻譯
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SPX500
SPX500 Index (Non Expiry)
7748.14
45.87 (0.60%)
Mehmet Yurtseven
Mehmet Yurtseven
英國
6 個月
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),... 顯示更多 翻譯
Mehmet Yurtseven
Mehmet Yurtseven
英國
7 個月
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... 顯示更多 翻譯
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
Mehmet Yurtseven
英國
8 個月
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... 顯示更多 翻譯
Mehmet Yurtseven
Mehmet Yurtseven
英國
9 個月
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... 顯示更多 翻譯

關於 Mehmet Yurtseven
英國

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... 顯示更多 翻譯
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