US Mixed: Performance Update

11 Ocak 2022

PERFORMANS


 

PERFORMANS İSTATİSTİKLERİ


RİSK İSTATİSTİKLERİ


AYLIK KAR/ZARAR


***Aylık kar/zarar hesaplamasında her bir işlem için 15 USD komisyon ödendiği varsayılmıştır. Tabloda gösterilen kar zarar oranı hesaplamasında hisse başına 5.000 USD’lik bir yatırımla toplam 70.000 USD değerinde bir portföy baz alınmıştır.

KAPATILMIŞ İŞLEMLER


 

2023

HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
CPRT
Copart, Inc.
1 Mayis 23$4030 Kasim 23$50
126
27%$1,348
CSCO
Cisco Systems, Inc.
1 Haziran 23$5030 Kasim 23$48
100
(1%)($129)
AMAT
Applied Materials, Inc.
3 Nisan 23$12330 Kasim 23$150
40
22%$1,078
HD
The Home Depot, Inc.
1 Haziran 23$28330 Kasim 23$314
17
11%$511
META
Meta Platforms, Inc.
1 Mayis 23$2391 Kasim 23$302
20
27%$1,265
PANW
Palo Alto Networks, Inc.
3 Temmuz 23$255.512 Ekim 23$235.00
19
(8.03%)($389.69)
ISRG
Intuitive Surgical, Inc.
3 Temmuz 23$341.941 Eylul 23$317.55
14
(8.56%)($341.46)
JNJ
Johnson & Johnson
1 Haziran 23$1551 Agustos 23$166
32
7%$362
MELI
MercadoLibre, Inc.
27 Mart 23$1,1983 Temmuz 23$1,190
4
(1%)($32)
BA
The Boeing Company
27 Mart 23$1993 Temmuz 23$211
25
6%$297
HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
BKNG
Booking Holdings Inc.
1 Mayis 23$2,680.321 Haziran 23$2,503.12
1
(6.61%)($177.20)
COP
ConocoPhillips
1 Eylul 22$107.781 Haziran 23$99.57
45
(3.69%)($369.45)
MRNA
Moderna, Inc.
1 Mart 23$138.391 Haziran 23$128.44
35
(7.19%)($348.25)
QCOM
QUALCOMM Incorporated
1 Mart 23$123.781 Haziran 23$114.56
40
(6.20%)($368.80)
KLAC
KLA Corporation
1 Mayis 23$385.801 Haziran 23$445.40
12
15.79%$715.20
HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
PDD
PDD Holdings Inc.
27 Mart 23$72.251 Mayis 23$67.69
67
(6.31%)($305.52)
NFLX
Netflix, Inc.
27 Mart 23$327.551 Mayis 23$329.44
15
0.58%$28.35
PCAR
PACCAR Inc
27 Mart 23$70.521 Mayis 23$74.69
71
5.91%$296.07
GILD
Gilead Sciences, Inc.
3 Ekim 22$62.401 Mayis 23$82.47
81
34.54%$1,625.67
AMGN
Amgen Inc.
1 Subat 23$249.161 Mayis 23$240.03
19
(3.66%)($173.47)
HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
NXPI
NXP Semiconductors N.V.
1 Mart 23$179.273 Nisan 23$185.53
27
4.06%$169.02
HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
GLD
SPDR Gold Shares
16 Mart 23$178.2127 Mart 23$181.15
65
1.65%$191.10
SHY
iShares 1-3 Year Treasury Bond ETF
16 Mart 23$82.2427 Mart 23$82.23
142
(0.01%)($1.42)
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund
16 Mart 23$26.5727 Mart 23$26.14
440
(1.62%)($189.20)
MRK
Merck & Co., Inc.
27 Ocak 23$106.2116 Mart 23$106.50
46
0.96%$13.34
GE
General Electric Company
27 Ocak 23$81.0016 Mart 23$89.40
61
10.47%$512.40
PCAR
PACCAR Inc
1 Mart 23$71.9716 Mart 23$70.11
69
(2.58%)($128.34)
NFLX
Netflix, Inc.
1 Mart 23$321.5516 Mart 23$304.75
15
(5.22%)($252.00)
BA
The Boeing Company
27 Ocak 23$211.3216 Mart 23$196.21
23
(7.15%)($347.53)
BIIB
Biogen Inc.
27 Ocak 23$292.3616 Mart 23$259.46
17
(11.25%)($559.30)
XOM
Exxon Mobil Corporation
27 Ocak 23$116.9516 Mart 23$99.11
42
(14.48%)($749.28)
ROST
Ross Stores, Inc.
27 Ocak 23$120.771 Mart 23$106.98
41
(11.42%)($565.39)
CAT
Caterpillar Inc.
27 Ocak 23$262.461 Mart 23$242.01
19
(7.41%)($388.55)
CTSH
Cognizant Technology Solutions Corporation
1 Aralik 22$62.591 Mart 23$62.58
80
1.58%($0.80)
EBAY
eBay Inc.
1 Haziran 22$49.081 Mart 23$45.68
102
(4.89%)($346.80)
LOW
Lowe's Companies, Inc.
1 Kasim 22$198.001 Mart 23$205.44
25
4.26%$186.00
HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
AXP
American Express Company
1 Haziran 22$168.701 Subat 23$173.38
29
2.77%$135.72

***Getiri yüzdesi (%) ve getiri hesaplamalarında komisyon maliyetleri dikkate alınmamıştır. Her bir işlemin yaklaşık 5.000 USD büyüklüğünde olduğu varsayılmıştır.

2022

HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
GS
The Goldman Sachs Group, Inc.
1 Kasim 22$345.131 Aralik 22$386.50
14
11.99%$579.18
AMGN
Amgen Inc.
1 Mart 22$225.281 Aralik 22$288.00
22
27.84%$1,379.84
ABBV
AbbVie Inc.
1 Agustos 22$141.511 Kasim 22$146.66
34
3.64%$175.10
UPS
United Parcel Service, Inc.
2 Mayis 22$180.281 Kasim 22$168.96
27
(6.28%)($305.64)
LOW
Lowe's Companies, Inc.
1 Haziran 22$196.393 Ekim 22$191.61
25
(2.43%)($119.50)
REGN
Regeneron Pharmaceuticals, Inc.
1 Aralik 21$639.131 Eylul 22$577.62
7
(9.62%)($430.57)
QCOM
QUALCOMM Incorporated
1 Temmuz 22$125.751 Agustos 22$144.31
40
14.76%$742.40
CSCO
Cisco Systems, Inc.
1 Haziran 22$45.551 Temmuz 22$42.52
110
(6.65%)($333.30)
AMAT
Applied Materials, Inc.
2 Mayis 22$111.101 Haziran 22$117.96
45
6.17%$308.70
COP
ConocoPhillips
7 Subat 22$90.421 Haziran 22$114.36
52
26.48%$1,244.88
MRK
Merck & Co., Inc.
2 Mayis 22$88.721 Haziran 22$91.67
56
3.33%$165.20
SWKS
Skyworks Solutions, Inc.
1 Mart 22$137.221 Haziran 22$109.70
35
(20.06%)($963.20)
LRCX
Lam Research Corporation
1 Subat 22$590.002 Mayis 22$467.28
8
(20.80%)($981.76)
LMT
Lockheed Martin Corporation
1 Kasim 21$330.472 Mayis 22$429.60
15
30.00%$1,486.95
CVX
Chevron Corporation
1 Mart 22$145.012 Mayis 22$156.31
36
7.79%$406.80
XOM
Exxon Mobil Corporation
7 Subat 22$81.142 Mayis 22$85.01
61
4.77%$236.07
AXP
American Express Company
1 Nisan 22$188.202 Mayis 22$174.65
29
(7.20%)($392.95)
TGT
Target Corporation
1 Nisan 22$213.322 Mayis 22$230.15
22
7.89%$370.26
DLTR
Dollar Tree, Inc.
1 Nisan 22$161.192 Mayis 22$163.00
31
1.12%$56.11
ABBV
AbbVie Inc.
1 Nisan 22$162.152 Mayis 22$146.65
33
(9.56%)($511.50)
PANW
Palo Alto Networks, Inc.
1 Nisan 22$621.302 Mayis 22$558.26
8
(10.15%)($504.32)
NVDA
NVIDIA Corporation
7 Subat 22$243.722 Mayis 22$185.41
20
(23.93%)($1,166.20)
F
Ford Motor Company
7 Subat 22$17.731 Nisan 22$17.01
278
(4.06%)($200.16)
KLAC
KLA Corporation
1 Subat 22$389.821 Nisan 22$369.20
13
(5.29%)($268.06)
FTNT
Fortinet, Inc.
7 Subat 22$311.421 Nisan 22$341.01
15
9.50%$443.85
MRK
Merck & Co., Inc.
1 Mart 22$76.501 Nisan 22$82.19
65
7.44%$369.85
DDOG
Datadog, Inc.
1 Mart 22$160.241 Nisan 22$150.98
31
(5.78%)($287.06)
SHY
iShares 1-3 Year Treasury Bond ETF
28 Ocak 22$84.927 Subat 22$84.72
137
(0.24%)($27.40)
UUP
Invesco DB US Dollar Index Bullish Fund
28 Ocak 22$26.047 Subat 22$25.59
448
(1.73%)($201.60)
GLD
SPDR Gold Shares
28 Ocak 22$166.567 Subat 22$169.45
70
1.74%$202.30
PM
Philip Morris International Inc.
2 Agustos 21$100.641 Subat 22$102.90
50
2.25%$113.00
DOW
Dow Inc.
1 Kasim 21$56.011 Subat 22$59.80
89
6.77%$337.31
MO
Altria Group, Inc.
1 Kasim 21$44.211 Subat 22$50.97
113
15.29%$763.88
TSLA
Tesla, Inc.
1 Kasim 21$1,145.0028 Ocak 22$831.56
4
(27.37%)($1,253.76)
NVDA
NVIDIA Corporation
1 Eylul 21$224.8528 Ocak 22$220.12
22
(2.10%)($104.06)
F
Ford Motor Company
1 Kasim 21$17.5028 Ocak 22$19.32
286
10.40%$520.52
DDOG
Datadog, Inc.
4 Ocak 22$163.4428 Ocak 22$130.31
31
(20.27%)($1,027.03)
LCID
Lucid Group, Inc.
4 Ocak 22$40.7528 Ocak 22$28.06
123
(31.15%)($1,560.87)
FTNT
Fortinet, Inc.
4 Ocak 22$330.5028 Ocak 22$273.75
15
(17.17%)($851.25)
AMD
Advanced Micro Devices, Inc.
1 Aralik 21$160.3728 Ocak 22$101.55
31
(36.68%)($1,823.42)
XLNX
Xilinx
1 Aralik 21$232.264 Ocak 22$223.16
22
(3.92%)($200.20)
SPG
Simon Property Group, Inc.
1 Ekim 21$131.564 Ocak 22$162.23
38
23.31%$1,165.46
TEAM
Atlassian Corporation
1 Eylul 21$369.054 Ocak 22$347.28
14
(5.90%)($304.78)

***Getiri yüzdesi (%) ve getiri hesaplamalarında komisyon maliyetleri dikkate alınmamıştır. Her bir işlemin yaklaşık 5.000 USD büyüklüğünde olduğu varsayılmıştır.

2021

HİSSE SENEDİ KODUHİSSE SENEDİ ADIALIM TARİHİALIM FİYATIÇıkış TarihiÇıkış FiyatıADETGETİRİ YÜZDESİ (%)GETİRİ
CHKP
Check Point Software Technologies Ltd.
1 Eylul 21$125.761 Aralik 21$112.40
40
(10.62%)($534.40)
AXP
American Express Company
2 Agustos 21$171.141 Aralik 21$156.10
29
(8.79%)($436.16)
PFE
Pfizer Inc.
1 Eylul 21$46.191 Aralik 21$52.47
108
13.60%$678.24
COP
ConocoPhillips
1 Kasim 21$74.951 Aralik 21$72.01
67
(3.92%)($196.98)
MRNA
Moderna, Inc.
1 Aralik 20$177.661 Aralik 21$330.00
28
85.75%$4,265.52
ASML
ASML Holding N.V.
2 Agustos 21$770.811 Kasim 21$806.91
6
4.68%$216.60
UPS
United Parcel Service, Inc.
2 Agustos 21$192.351 Kasim 21$214.86
26
11.70%$585.26
ABBV
AbbVie Inc.
2 Agustos 21$116.891 Kasim 21$115.25
43
(1.40%)($70.52)
FOXA
Fox Corporation
1 Haziran 21$37.631 Kasim 21$40.04
133
6.40%$320.53
MS
Morgan Stanley
1 Eylul 21$104.541 Kasim 21$103.89
48
(0.62%)($31.20)
COF
Capital One Financial Corporation
3 Mayis 21$151.071 Kasim 21$152.27
33
0.79%$39.60
CRWD
CrowdStrike Holdings, Inc.
1 Eylul 21$273.221 Ekim 21$246.65
18
(9.72%)($478.26)
AMAT
Applied Materials, Inc.
3 Mayis 21$134.251 Eylul 21$135.68
37
1.07%$52.91
SPG
Simon Property Group, Inc.
1 Haziran 21$129.701 Eylul 21$134.45
39
3.66%$185.25
LOW
Lowe's Companies, Inc.
1 Haziran 21$195.001 Eylul 21$204.55
26
4.90%$248.30
EBAY
eBay Inc.
3 Mayis 21$56.171 Eylul 21$77.06
89
37.19%$1,859.21
F
Ford Motor Company
1 Haziran 21$14.721 Eylul 21$13.03
340
(11.48%)($574.60)
TGT
Target Corporation
2 Agustos 21$262.081 Eylul 21$247.00
19
(5.75%)($286.52)
VRTX
Vertex Pharmaceuticals Incorporated
3 Mayis 21$217.272 Agustos 21$200.65
23
(7.65%)($382.26)
GM
General Motors Company
1 Temmuz 21$59.442 Agustos 21$57.37
84
(3.48%)($173.88)
CHKP
Check Point Software Technologies Ltd.
3 Mayis 21$116.752 Agustos 21$126.16
43
8.06%$404.63
GILD
Gilead Sciences, Inc.
3 Mayis 21$63.922 Agustos 21$68.34
78
6.91%$344.76
MO
Altria Group, Inc.
3 Mart 21$44.152 Agustos 21$48.24
113
9.26%$462.17
TSLA
Tesla, Inc.
1 Aralik 20$597.592 Agustos 21$700.00
8
17.14%$819.28
ALGN
Align Technology, Inc.
1 Mart 21$567.571 Temmuz 21$609.31
9
7.35%$375.66
TGT
Target Corporation
4 Ocak 21$198.141 Haziran 21$227.56
25
14.85%$735.50
ORLY
O'Reilly Automotive, Inc.
3 Mayis 21$555.101 Haziran 21$537.05
9
(3.25%)($162.45)
LRCX
Lam Research Corporation
3 Mayis 21$629.271 Haziran 21$656.00
8
4.25%$213.84
GM
General Motors Company
1 Nisan 21$57.921 Haziran 21$59.99
86
3.57%$178.02
PDD
PDD Holdings Inc.
1 Aralik 20$139.813 Mayis 21$133.05
36
(4.84%)($243.36)
MMM
3M Company
1 Mart 21$175.703 Mayis 21$197.99
28
12.69%$624.12
UPS
United Parcel Service, Inc.
1 Mart 21$159.553 Mayis 21$207.42
31
30.00%$1,483.97
PM
Philip Morris International Inc.
4 Ocak 21$82.823 Mayis 21$95.51
60
15.32%$761.40
GD
General Dynamics Corporation
1 Subat 21$147.423 Mayis 21$190.99
34
29.56%$1,481.38
ABBV
AbbVie Inc.
1 Mart 21$108.533 Mayis 21$112.40
46
3.57%$178.02
BIDU
Baidu, Inc.
1 Subat 21$239.353 Mayis 21$210.55
21
(12.03%)($604.80)
PTON
Peloton Interactive, Inc.
1 Aralik 20$113.733 Mayis 21$98.26
44
(13.60%)($680.68)
ZM
Zoom Video Communications, Inc.
1 Aralik 20$434.721 Nisan 21$325.98
12
(25.01%)($1,304.88)
PG
The Procter & Gamble Company
1 Mart 21$124.161 Nisan 21$135.05
40
8.77%$435.60
ALXN
Alexion Pharmaceuticals, Inc.
4 Ocak 21$157.611 Mart 21$151.44
32
(3.91%)($197.44)
BIIB
Biogen Inc.
1 Aralik 20$241.231 Mart 21$274.42
21
13.76%$696.99
MELI
MercadoLibre, Inc.
1 Aralik 20$1,556.041 Mart 21$1,691.03
3
8.68%$404.97
GILD
Gilead Sciences, Inc.
1 Aralik 20$60.821 Mart 21$61.76
82
1.55%$77.08
ORLY
O'Reilly Automotive, Inc.
1 Subat 21$428.301 Mart 21$450.10
12
5.09%$261.60
CSCO
Cisco Systems, Inc.
4 Ocak 21$44.311 Mart 21$45.22
113
2.05%$102.83
ALGN
Align Technology, Inc.
1 Aralik 20$487.461 Subat 21$539.93
10
10.76%$524.70
AMGN
Amgen Inc.
4 Ocak 21$231.251 Subat 21$244.30
22
5.64%$287.10
MO
Altria Group, Inc.
1 Aralik 20$40.251 Subat 21$41.08
124
2.06%$102.92
JD
JD.com, Inc.
1 Aralik 20$86.254 Ocak 21$87.56
58
1.52%$75.98
DOCU
DocuSign, Inc.
1 Aralik 20$222.004 Ocak 21$222.39
23
0.18%$8.97
ORCL
Oracle Corporation
1 Aralik 20$58.204 Ocak 21$64.69
86
11.15%$558.14
FDX
FedEx Corporation
1 Aralik 20$293.564 Ocak 21$260.40
17
(11.30%)($563.72)

***Getiri yüzdesi (%) ve getiri hesaplamalarında komisyon maliyetleri dikkate alınmamıştır. Her bir işlemin yaklaşık 5.000 USD büyüklüğünde olduğu varsayılmıştır.

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