{"id":163,"date":"2015-10-14T15:02:32","date_gmt":"2015-10-14T15:02:32","guid":{"rendered":"https:\/\/www.investaz.com.tr\/blog\/?p=163"},"modified":"2019-12-14T11:57:24","modified_gmt":"2019-12-14T11:57:24","slug":"en-cok-kazanan-7-yatirimci-ve-sirlari","status":"publish","type":"post","link":"https:\/\/www.investaz.com.tr\/blog\/en-cok-kazanan-7-yatirimci-ve-sirlari\/","title":{"rendered":"En \u00c7ok Kazanan 7 Yat\u0131r\u0131mc\u0131 Ve S\u0131rlar\u0131"},"content":{"rendered":"

Ba\u015far\u0131l\u0131 bir yat\u0131r\u0131mc\u0131 olmak e\u011fitim, sab\u0131r ve biraz da \u015fans gerektirir. Ge\u00e7mi\u015ften bug\u00fcne piyasalar y\u0131ll\u0131k ortalama %12 d\u00fczeyinde getiri sa\u011flam\u0131\u015ft\u0131r. Ancak burada tan\u0131taca\u011f\u0131m\u0131z finans d\u00fcnyas\u0131n\u0131n ikonlar\u0131, bu piyasa ortalamas\u0131n\u0131n kat kat \u00fcst\u00fcnde performans g\u00f6stermeyi ba\u015farm\u0131\u015f ki\u015filerdir.<\/span><\/p>\n

<\/p>\n

Bu yat\u0131r\u0131mc\u0131lar\u0131n hepsi yat\u0131r\u0131m strateji ve felsefesinde farkl\u0131 yollar takip ettiler. Baz\u0131lar\u0131 yat\u0131r\u0131mlar\u0131n\u0131 analiz etmekte yeni ve yarat\u0131c\u0131 yollar ke\u015ffetmi\u015f, di\u011ferleri ise yat\u0131r\u0131m yapacaklar\u0131 varl\u0131klar\u0131 sadece \u00f6nsezilerine g\u00fcvenerek se\u00e7mi\u015fler ve ba\u015far\u0131l\u0131 olmu\u015flard\u0131r. Ancak hepsinin ortak bir yan\u0131 var: Her zaman piyasadan daha ba\u015far\u0131l\u0131 olmak.<\/span><\/p>\n

    \n
  1. John (Jack) Bogle<\/b><\/li>\n<\/ol>\n

    1951 y\u0131l\u0131nda Princeton \u00dcniversitesi\u2019ndeki ekonomi e\u011fitimini \u201c\u00e7ok y\u00fcksek ba\u015far\u0131\u201d ile tamamlayan Bogle, 1974 y\u0131l\u0131nda Vanguard Group adl\u0131 fon \u015firketini kurdu ve onu d\u00fcnyan\u0131n en b\u00fcy\u00fck ve en sayg\u0131n fon \u015firketlerinden biri haline getirdi. Bogle, milyonlarca k\u00fc\u00e7\u00fck yat\u0131r\u0131mc\u0131y\u0131 sevindiren komisyonsuz fon al\u0131m sat\u0131m\u0131 ve d\u00fc\u015f\u00fck maliyetli borsa yat\u0131r\u0131m\u0131 uygulamalar\u0131na \u00f6nc\u00fcl\u00fck etti. Tarihteki ilk borsa fonunu tasarlay\u0131p piyasaya s\u00fcren yine kendisidir. 1999 y\u0131l\u0131nda Times Magazine dergisi onu 20 y\u00fczy\u0131l\u0131n d\u00f6rt \u201cyat\u0131r\u0131m devi\u201dnden biri olarak g\u00f6sterdi.<\/span><\/p>\n

    Varl\u0131k al\u0131m sat\u0131mlar\u0131nda masraflar\u0131n d\u00fc\u015f\u00fcr\u00fclmesi, uzun vadeli d\u00fc\u015f\u00fcnebilmek ve yat\u0131r\u0131m<\/a> kararlar\u0131nda duygularla hareket etmemek Bogle\u2019\u0131n en \u00f6nemli prensipleri aras\u0131nda say\u0131labilir.<\/span><\/p>\n

      \n
    1. Warren Buffett<\/b><\/li>\n<\/ol>\n

      Omaha\u2019n\u0131n \u201cbilgesi\u201d veya \u201ckahini\u201d olarak bilinen Buffett, bir\u00e7ok \u00e7evre taraf\u0131ndan tarihin en ba\u015far\u0131l\u0131 yat\u0131r\u0131mc\u0131s\u0131 olarak g\u00f6r\u00fcl\u00fcr. Benjamin Graham\u2019\u0131n prensiplerini uygulayarak, Berkshire Hathaway \u015firketi \u00fczerinden hisse senetleri ve \u015firketler sat\u0131n alarak b\u00fcy\u00fck bir servet elde etti. 1965 y\u0131l\u0131nda bu \u015firkete 10.000 dolar yat\u0131rm\u0131\u015f olan yat\u0131r\u0131mc\u0131lar b\u00f6ylece bug\u00fcn 50 milyon dolardan fazla varl\u0131\u011fa sahipler.<\/span><\/p>\n

      Buffett, iyi bir karl\u0131l\u0131\u011fa sahip, fazla borcu olmayan, konseptleri anla\u015f\u0131labilir, nakit ak\u0131\u015f\u0131 d\u00fczg\u00fcn i\u015fleyen, franchising a\u011f\u0131 kuvvetli olup fiyatlar\u0131 belirlemeden \u00f6zg\u00fcr hareket edebilen, kazan\u00e7lar\u0131 tahmin edilebilir, y\u00f6netimleri \u015firket sahiplerine odakl\u0131 olan \u015firketlere yat\u0131r\u0131m yapmay\u0131 tercih etmi\u015ftir.<\/span><\/p>\n

        \n
      1. David Dreman<\/b><\/li>\n<\/ol>\n

        David Dreman\u2019\u0131n ismi kar\u015f\u0131t yat\u0131r\u0131m stratejileri ile \u00f6zde\u015fle\u015fmi\u015ftir. \u0130lk kitab\u0131 \u201cKar\u015f\u0131t Yat\u0131r\u0131m Stratejisi: Borsa Ba\u015far\u0131s\u0131n\u0131n Psikolojisi\u201d 1980 y\u0131l\u0131nda \u00e7\u0131kt\u0131 ve yat\u0131r\u0131mc\u0131lar i\u00e7in bir ba\u015fucu klasi\u011fi haline geldi. Bunun yan\u0131nda yat\u0131r\u0131m konusunda pek \u00e7ok akademik makale yay\u0131nlad\u0131.<\/span><\/p>\n

        Yat\u0131r\u0131m stili olarak k\u0131saca s\u00fcr\u00fc psikolojisinin aksine karar vermesi ile tan\u0131n\u0131r.<\/span><\/p>\n

          \n
        1. Philip A. Fisher<\/b><\/li>\n<\/ol>\n

          Fisher b\u00fct\u00fcn zamanlar\u0131n en etkili yat\u0131r\u0131mc\u0131lar\u0131ndand\u0131r. Yat\u0131r\u0131m felsefesi \u201cAl\u0131\u015f\u0131ld\u0131k Borsalar ve Al\u0131\u015f\u0131lmam\u0131\u015f Getiriler\u201d (1958) adl\u0131 klasikte \u00f6l\u00fcms\u00fczle\u015fmi\u015ftir.<\/span><\/p>\n

          Fisher yapt\u0131\u011f\u0131 yat\u0131r\u0131mlarda y\u00f6netimin kalitesine ve i\u015fin karakterine bak\u0131p uzun vadeli d\u00fc\u015f\u00fcn\u00fcrd\u00fc.<\/span><\/p>\n

            \n
          1. Benjamin Graham<\/b><\/li>\n<\/ol>\n

            Yat\u0131r\u0131m dan\u0131\u015fman\u0131 ve e\u011fitimci olarak \u00fcn salan Graham\u2019\u0131n yazd\u0131\u011f\u0131 iki kitap, benzersiz \u00f6neme sahip klasikler haline geldi. G\u00fcvenlik analizi ve de\u011fer yat\u0131r\u0131m\u0131 disiplinlerinin babas\u0131 kabul edilir.<\/span><\/p>\n

            Yat\u0131r\u0131m stili olarak kendisine \u201cak\u0131ll\u0131 yat\u0131r\u0131mc\u0131\u201d denmekte, nominal de\u011feri ger\u00e7ek fiziksel de\u011ferinin alt\u0131nda olan hisseleri almas\u0131yla \u00fcnl\u00fcd\u00fcr.<\/span><\/p>\n

              \n
            1. William H. Gross<\/b><\/li>\n<\/ol>\n

              \u201cTahvillerin babas\u0131\u201d olarak bilinir ve d\u00fcnyan\u0131n \u00f6nde gelen tahvil fonu y\u00f6neticilerindendir. Bir\u00e7ok \u00f6zelli\u011finin yan\u0131nda Gross, piyasadaki geli\u015fmeler kar\u015f\u0131s\u0131nda teredd\u00fct etmeden yat\u0131r\u0131m y\u00f6n\u00fcn\u00fc de\u011fi\u015ftirebilmesi ile \u00fcnlenmi\u015ftir. 2005 y\u0131l\u0131nda smartmoney.com sitesinde yay\u0131nlanan bir makalede hakk\u0131nda \u015f\u00f6yle denmektedir: \u201cGross piyasa \u015fartlar\u0131na uyum sa\u011flamaz, onlar\u0131 de\u011fi\u015ftirir! Tahvil piyasas\u0131 hakk\u0131ndaki g\u00f6r\u00fc\u015fleri d\u00fcnya \u00e7ap\u0131ndaki yat\u0131r\u0131mc\u0131lar taraf\u0131ndan \u00f6zellikle takip edilir.\u201d<\/span><\/p>\n

              Gross uzun vadeli d\u00fc\u015f\u00fcnen bir yat\u0131r\u0131mc\u0131d\u0131r.<\/span><\/p>\n

                \n
              1. Carl Icahn<\/b><\/li>\n<\/ol>\n

                Wall Street\u2019te ne zaman Carl Icahn, yanl\u0131\u015f y\u00f6netildi\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fc bir \u015firketin hisselerini almaya ba\u015flarsa o hisse senetlerinin de\u011feri tavan yapar. Uzmanlar biraz da espriyle kar\u0131\u015f\u0131k buna \u201cIcahn asans\u00f6r\u00fc\u201d etkisi demektedirler. 1980\u2019lerin ortas\u0131ndan beri say\u0131s\u0131z Amerikan \u015firketinin hisselerini almak \u00fczere harekete ge\u00e7mi\u015f, bunlar\u0131n \u00e7o\u011funda hem \u015firket, hem kendisi hem de hisse sahipleri b\u00fcy\u00fck karlar elde etmi\u015flerdir. Forbes dergisi onu 2008 y\u0131l\u0131nda, d\u00fcnyan\u0131n 46. en zengin adam\u0131 olarak nitelemi\u015fti.<\/span><\/p>\n

                Icahn\u2019\u0131n yat\u0131r\u0131m stratejisi ger\u00e7ekten agresiftir. \u00d6nce yanl\u0131\u015f y\u00f6netildi\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fc bir \u015firketi g\u00f6z\u00fcne kestirir. Hisselerin ger\u00e7ek de\u011ferinin alt\u0131nda oldu\u011fu ve piyasalar\u0131n d\u00fc\u015f\u00fc\u015f trendine girip herkesin sat\u0131\u015f yapt\u0131\u011f\u0131 bir anda hisse al\u0131m\u0131na ba\u015flar ve y\u00f6netim kuruluna y\u00f6netici sokabilecek d\u00fczeye gelinceye kadar al\u0131mlara devam eder. Ard\u0131ndan yapaca\u011f\u0131 ilk \u015fey y\u00f6netim kurulu ba\u015fkan\u0131n\u0131n i\u015fine son verilmesini veya \u015firketin par\u00e7alan\u0131p sat\u0131lmas\u0131n\u0131 talep etmektir.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

                Ba\u015far\u0131l\u0131 bir yat\u0131r\u0131mc\u0131 olmak e\u011fitim, sab\u0131r ve biraz da \u015fans gerektirir. Ge\u00e7mi\u015ften bug\u00fcne piyasalar y\u0131ll\u0131k ortalama %12 d\u00fczeyinde getiri sa\u011flam\u0131\u015ft\u0131r. Ancak burada tan\u0131taca\u011f\u0131m\u0131z finans d\u00fcnyas\u0131n\u0131n ikonlar\u0131, bu piyasa ortalamas\u0131n\u0131n kat kat \u00fcst\u00fcnde performans g\u00f6stermeyi ba\u015farm\u0131\u015f ki\u015filerdir.<\/p>\n","protected":false},"author":1,"featured_media":1007,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[160],"tags":[109,108,35,33],"class_list":["post-163","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-yatirim","tag-kazmak","tag-sirlari","tag-trader","tag-yatirimci"],"_links":{"self":[{"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/posts\/163","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/comments?post=163"}],"version-history":[{"count":2,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/posts\/163\/revisions"}],"predecessor-version":[{"id":1659,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/posts\/163\/revisions\/1659"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/media\/1007"}],"wp:attachment":[{"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/media?parent=163"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/categories?post=163"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investaz.com.tr\/blog\/wp-json\/wp\/v2\/tags?post=163"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}