RJ’s portfolio is up from Rs.40000 Crs plus to Rs.60000 Crs without him. Top Secret.
20th August 2025
RJ’s portfolio is up from Rs.40000 Crs plus to Rs.60000 Crs without him. Top Secret.
Dear Fellow Investors,
Namaste! Our last post on Krishna was a super hit. Readers appreciated Krishna’s answer that when you forget him – you end up doing something nonsense and you are responsible for the same. As long as you are with Krishna – nothing wrong will be done by you. The same can be said about the MARKET. As long as you are with the MARKET – Market will take care of your investments but will reward your family with handsome growth even after your death.
Let us study the BIG BULL – Rakesh Jhunjhunwala’s portfolio performance.
At the time of his death in August 2022 – his portfolio was around Rs.40000 Cr plus. Today it is around Rs.60000 plus. Approx 50% growth in the last 3 years.
What is one KARMA of RAKESH which is rewarding the family?
Market is NEUTRAL and it is not interested in your gain or your losses. If you do the right KARMAS – you will get rewards and if you do the wrong KARMAS – you will suffer. ( if you are suffering in any way – it means your KARMAS are not right).
Rakesh did one solid KARMA – he identified INDIA GROWTH story early in his life and stuck to it in spite of all the government changes / wars / year 2000 mandi / year 2008 mandi and year 2020 covid selling. In fact, as per the market grapevine he had to sell his top pick TITAN in 2011-2012 to finance the losses he had suffered in SILVER trade at that time. The point is – his portfolio performance was up and down every year depending on the various factors.
But he focused on the larger INDIA growth story and not the small hurdles which may come in his way due to temporary factors.
My experience with 10000 plus individual investors in the last 35 years.
In the last 35 years – I have got the opportunities to work with all kinds of small and big individual investors. They are most successful when it comes to their job/profession or business. (That’s why they had surplus money to invest in stocks).
However, most had the instant gratification needs from their portfolio. Most of them told me they are LONG TERM investors at the start but their BP shot up when the stocks were down in the first day / first month or first year. They had the goal of making money like RAKESH but they didn’t have the mindset of RAKESH.
They were successful in their profession because they kept learning the fine art in their business and kept patience / waited for the right time and took advantage of the right opportunities. But they are not ready to do the same when they start investing. They want something for nothing!!
8th wonder of 20th Century: -
Somebody had said that the Compounded interest is the 8th Wonder of the 20th Century. Rakesh and all long term investors enjoy the same whether they remain alive or not.
In BHAKTI SUTRA – NARAD MUNI has defined LOVE as a feeling which keeps on increasing second by second. In mortal love this is not possible as our love stops at some place or turns into enmity after some time.
Whether your love increases every second or not but your wealth keeps on rising thanks to Compounded interest.
What is my message to the READERS investing now?
In 2012 – we had given a bold call about India’s rise from 68th independence birthday to 86thindependence birthday.
We had MODI JI in 2014 ( India’s 68th birthday) and he is still there. Just see the changes in INDIA.
In 2022 – most FIIs came with the call that the 2022 to 2032 is a decade of India. We were ahead of them by 8 years. Our grass root studies of India / astrology study told us way back in 2012 about India’s potential. It’s another matter that we are not seen in public.
Those who are investing now – invest with a goal to hold your investments up to 2032 in mind. Forget about the WAR and other issues. You will bless me in 2032.
Don’t watch nonsense YouTube channels predicting the end of the world and things like that. Whether World will end or not – you will end up poor for sure by missing out on opportunities thanks to NEGATIVITY they are spreading.
What NEXT?
Affairs or extra marital affairs may be exciting on the face of it but in the times of real needs your spouse will stand by you for sure. Same thing is applicable to Investments. Hold on to your marriage and investments. Both may be boring but they will give you the ultimate happiness.
All the best.
Follow me on Twitter @hiteshmparikh Or on WhatsApp - +91-9869425399.
Learn a Lesson. Live with Passion & Invest with Reason.
Hitesh Parikh
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