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17 Kasım 2019 Çin nin Hubei bölgesi başkenti Vuhan da ortaya çıkan yeni bir salgın haberi ile birlikte, dünya genelini derinden etkileyecek ve bir çok sektörün dünya devlerini iflasa götürecek olan süreç başlamıştı.

Bu salgın haberi ilk başlarda dünya genelinde olduğu gibi ülkemizde de pek ciddiye alınmadı.

Salgının hızlı bir şekilde dünya genelinde yayılması ile birlikte 2020 yılında tüm dünya yı etkisi altına alan Pandemi süreci başlamış oldu. Ülkeler sınırlarını kapatarak giriş çıkışları tamamen durdurmaya başladı, bu durum bir çok sektör için tabiri caize büyük bir yıkımı da beraberinde getirdi. En çok olumsuz etkilen sektörlerin başında Hava ulaşımı geliyordu, dünya genelinde bazı hava yolları ya iflas etti yada konkortado (iflas anlaşması) ilan etti.

Eğlenceli kısım başlıyor;

Pandemi sürecinin başlaması ile ülkemizde hava ulaşımı sektöründeki şirketlerden sonra en büyük darbeyi alan koca oğlan Tüpraş oldu. 120-140 TL bantlarında işlem gören tüpraş, 2020 yılının ilk 6 ayında 74 TL ye kadar düştüğü dönemleri bile gördü, ben bu seviyeleri yakalayamadım tabi ki 🙂 o tarihlerde borsaya henüz adım atmamıştım, taki @karavandaborsa Necmettin abinin kendim için milat olan videosuna denk gelene kadar.

Videoyu izlerken samimiyetinden mi nedir, bizler gibi aileden birine anlatır tavsiye verircesine tabiri yerinde olacak boğazını patlatırcasına, arkadaşlar tüpraş ın yeri burası değil elinizdekilere sahip çıkın satmayın aksine buralar fırsat diye bağırıyordu adeta, tabi anlayana. Neyse ya dedim bu adam kim ne anlatıyor derken neredeyse bütün videolarını izledim ve borsada yatırım yapmaya karar verdim.

O zamanlar 30.000 TL birikmiş paramla ufak ufak tüpraş toplamaya başladım, toplaya toplaya elimdeki tüm parayı tüpraş a yatırdım, tek hisse ye elimdeki her şeyi yatırmıştım. şimdi diyeceksiniz ki ulan bir adama güvenerek bütün parayı tek hisseye mi bağladın, evet necmettin abiye güvendim ancak alımlara başlamadan borsa hakkında 0 bilgiye sahip olan ben, Tüpraş ı araştırmaya başladım. Tamam herkes gibi bende Tüpraş ı biliyordum ama ne iş yapar tüm geliri jet yakıtlarından mı diye bakmak istedim, başladım araştırmaya şirketin hangi alanlara satış yaptığının detayına felan girmeyeceğim, gözü kapalı tüpraş a ortak olurum dediğim nokta ise aşağıdaki videonun 50. saniyesinden sonra başladı. 17 Ağustos 1999 Marmara depremi, ‘Allah’ böyle bir felaketi tekrar ülkemize yaşatmasın. bu felakette tüpraş tesislerindeki yakıt depolarında yangın çıkmıştı, bu yangın tam 1 hafta boyunca devam etti, şükürler olsun ki yakıt depolarındaki bu yangın patlamaya dönüşmedi, böyle bir şeyin olması o bölgenin tamamen haritan silinmesi demekti.

Her neyse arkadaşlar düşünün böyle bir felaketten sonra bırakın toparlanmayı, ayağa kalkmayı bile başaramayacak şirketler varken, bizim kocaoğlan kendini toparladı ve dimdik ayakta kalmayı başardı.

Tamam Bizim kocaoğlana ortak olmaya karar verdim ve tüm parayı yatırım. Daha sonra Necmettin abinin videolarını izlemeye devam ederken, bir baktık uzun vadeci olmuşuz 🙂

Borsa hakkında bilgim 0, Necmettin abiyi izledik gaza geldik uzun vadeci olduk da, hangi şirketlere yatırım yapacağız uzun vadede, elde parada kalmadı yeni şirketlere ortak olalım, dedim kendi kedime hadi hakan sen bir plan yap, önce şirketleri belirle sonra ufak ufak aylık alımlarla devam et, nasıl olsa kocaoğlan senin yerine orda çalışıyor oda sana zamanla destek olur. Aylık 1.000 TL 500 TL, o ay ne kadar tasarruf edebildiysem belirlediğim şirketleri toplamaya başladım. Sonra bizim koca oğlan yavaş yavaş düzenli nefes almaya başladı, pandemi etkisi zamanla düşerken hava yolları da tekrardan uçuşlara başlayınca, bir önceki bilançosunda 2 milyar TL zarar yazan tüpraş ufakta olsa artıya geçmişti. Dikkat edin arkadaşlar zarar 2 milyon değil, 200 milyon TL değil, 2 Milyar TL hangi baba yiğit bu kadar zarara rağmen tekrar düzenli nefes almaya başlar, tabiki bizim kocaoğlan.

Kocaoğlan

Hani demiştim ya tüm parayı bastım diye, tüm para ile parça parça tüpraş alarak, 91,76 TL maliyetli toplam 322 adet hissem olmuştu.

Benim yaptığım planda Tüpraş 2-3 seneye kendini toparlar, bende o sürede aylık alımlara devam ederek uzun vade portföyü beslemeye devam ederim.

Kendimi şanslı olarak görmemin sebebi Borsamızda yaşanan Ralli dönemine denk gelmiş olmam, bu ralli dönemi bizim kocaoğlanı da olumlu etkiledi, 91 maliyetli hisselerim birden 130,140, 200, 240 liralara kadar yükseldi, yaptığım plan doğrultusunda tüpraş kendini toparlayıp hisse fiyatı yükseldikçe kar realizasyonu yaparak uzun vade portföyüme eklemeler yaparak büyütmek. öylede oldu ben aylık alımlarımı düzenli olarak yapmaya devam ettim, o sırada kocaoğlan ne zaman tarihi zirve yaptıysa bir parça satarak diğer şirketlerime ekleme yaptım. Tüpraş üzerine kurduğum 2-3 senelik planlarım daha kısa sürede gerçekleşti.

322 Adet Tüpraş ile başladığım yatırım hayatıma, toplamda 9 uzun vade şirketim ile devam ediyorum. Portföyümün büyüme sponsoru Tüpraş oldu.

Aylık düzenli alımlarıma devam ediyorum, endeks çok yüksek seviyelerde olduğu için, aylık alım gücüm 2 bin TL ise yarısı ile aylık alım disiplini bozmamak adına fiyat bakmadan hisse almaya devam ediyorum, diğer yarısını da yedek akçeye ekliyorum. alım fırsatlarını kaçırmamak adına yedek akçeyi mümkün mertebe hazır tutmaya özen gösteriyorum.

Planım

Evet arkadaşlar bu zorlu yolculuğa başlarken bir plan yaptım, ve bu plan benim için başarılı oldu diye bilirim. portföyüm için 2. aşama 200.000 TL barajı o seviyeye gelince, planlarımda güncelleme yaparak 2030 hedefime doğru ilerlemeye devam.

Güncel Portföy Değeri

30.000 TL toplu para ile başladığım serüvende aylık düzenli alımlara devam ederek, 23 Nisan itibari ile temettü/uzun vade şirketlerimin toplam portföy değeri;

portföy son durum

Nakit yedek akçem 10.000 TL

Altın (gr) 4

Dolar 50 🙂

Neden Tüpraş’ta küçülmeye gittim

Şuan elimde 50 adet tüpraş kaldı ve yoluma aynı şekilde devam edeceğim, tüpraş ta küçülmeye gitmemin sebebi tamamen planlarıma sadık kalarak ilerlemek içindi, uzun vade portföyümü temettü üzerine oluşturduğum için, 5-6 şirketten alacağım temettü gelirlerinden mahrum kalmamak üzere yapılmış bir plan, koca oğlan pandemi dönemimde zarar yazdığı için, mevcut borçlarına odaklanacak ve en az 2-3 sene temettü ödemesi yapmayacaktı, bana sorarsanız doğru olanda buydu önce borçlar azalsın daha sonra temettü ödemesi yapılsın.

Satmasaydım

Bugün itibari ile 322 adet Tüpraş (22 nisan kapanış 254₺) 81.788 TL ediyor.

Portföyümün Güncel değerini ise yukarıda belirtim. Elbette düzenli olarak yaptığım aylık alımların, halka arzdan kazandığım karların, kısa ve orta vade açtığım hisse pozisyonlarımdan kazandığım kazançlar ile aldığım 0 maliyetli lotlarımı uzun vade portföyüme yaptığım eklemelerinde etkisi ile portföyüm bugün ki seviyesine ulaştı. Çok mu büyük bir portföy kimisi için komik benim için ise çok önemli bir meblağ.

Sonuç: Kazandım…

Evet ben kazandım arkadaşlar, belki ralli dönemine denk geldiğim için kazandım, belki Tüpraş sayesinde kazandım ama sonuçta KAZANDIM. inanın tam tersi olsaydı yani borsa bana 1 senede bu kadar kazanç getirmeseydi yine kazanmış olacaktım, çünkü ben bu zorlu yola en az 10 yıl parolası ile çıktım, ve 1 senesini geride bıraktım. 2030 hedefime ulaşma adına planlarımı güncelleyerek ve her şeyden önce bu yola ne için çıktığımı hep hatırlayarak, ilerlemeye devam edeceğim.

Koca Oğlan Tüpraş

Ve son olarak tüpraş henüz adım atamaya başlamadı!! ayağa kalktı ve üzerindeki toprakları silkelemeye başladı. üzerindeki son tozları da temizledikten sonra koca oğlan yürümeye başlayacak…. o yürüdükçe yatırımcısı koşacak...

saygılarımla...

13.744 yorum

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