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Welcome to Money Management Channel After Covid, the market has not seen a big correction at all, but in the last two to three months, there has been a good correction. Many blue chip companies, all higher valuation stocks, have all corrected in a good way. Did you see that last week, Motilal Ashwath's founder Ramdev came and gave some stock recommendations?
Did you see that? Did you see that? Did you see that in that research report, he shared a lot of information? Did you see the main content of that report? In the last five years, which stocks have emerged as wealth-creating stocks? Similarly, in the last five years, which blue chip stocks have undergone a big correction?
You can see that in detail in this video. So, some mistakes came and came to my portfolio, I made them, you came and looked at my portfolio, then some stocks came and gave me a loss, what mistake did those stocks make and gave me that much loss, let's analyze it, I want the full details of this report, then you go to Google and you give me the name of Conflict Us One 29 Wealth Creation Study PDF Download, then you will get the PDF from that website, and there is all this complete information, you refer to it and see, then it will be very supportive for you for future investment, so how to evaluate stocks, how to invest, and so on, they have given you a complete view.
If you look at the report, they have given a list of wealth created stocks. If you look at that, you see the top 10 wealth creators, that is, the biggest wealth creators in the last five years, from 2019 to 2024, in terms of rupees in billions. If you look at Reliance Industries, they have created a huge volume of money.
If you look at this, they are big companies, that is, market capital wise, so since they are big companies, they are making a lot of profit. If you look at that, by default, those top 10 companies are the biggest wealth creators. If you look at that, there is Reliance Industries, there is TCS. There is Bharti Airtel, there is IC Bank, there is State Bank, there is Infosis, there is L&T, there is Adani Enterprises, there is Tata Motors, there is HCL Technology, because their market capital is high, their profit rate is also high, so that's why they came and came as the best wealth creators by default.
You saw that in the list, the same fast, then the maximum stocks came from Adani Groups. There is Adani Green, there is Adani Enterprises, you saw CGR, then Adani Green also came and it is 118%, Adani Enterprises came and it is 85, Jindal Stainless came and it is 77, Dicks and Technologies came and it is 74, Persistence Systems came and it is 67, CG Powers came and it is 66.
Adani Power came in 62, Trend came in 62, Varun Beverages came in 61, you have seen all these, so in the last five years they have given very fast growing companies, is it consistent, that is, not only these five years but also the years before this, Varun Beverages came in and gave good returns, Hindustan Aeronautical came in and gave good returns, Bharati Electronics came in and gave good returns, Thermax gave good returns, nmdc Adani Green, Adani Enterprises Jindal Stainless Resistance Systems, you have seen all these, so in the CAGR came in and gave good returns, you have seen this, so in the last five years they have given consistency of more than 30% up to 120, all these companies have given this.
You know that blue chip companies are good wealth creator stocks, so if you look at it that way, they have discussed which are the best wealth creators, fast and consistent, and have analyzed in detail what wealth creator stocks are. Next, they have given a list of stocks that have undergone huge corrections in the last five years in this market, ranging from 30% to 80%.
How did they come and create wealth? Similarly, many blue chip companies have come and seen a huge correction from their highs in the last five years. If you look at that, it is in the top 10, in the first place, that is a total guess. It was ₹3998, the company was trading at almost ₹4000, now it is trading at ₹800 level, there has been a huge correction, it has seen a drop of 80% from the all-time high, Adani Green, Adani Enterprise all came to 642, there has been a correction, so the correction is that Adani Group is the first in the top 10, so everyone knows clearly about the Adani problem, the first Blogger report came, that problem came, you saw that, then when they raised funds, that gas problem came, you saw that, then all the Adani stocks came and continued to fall, you saw a good correction of nearly 20 to 40% in the last two If you look at the month itself, this correction has come to Adani Group Company, which has a light recovery, but its loss ratio is very high.
If you have seen the loss, then Gujarat Cash, SBI Card, Tata Elex, similarly, Demat, IRCTC, Burger Paint, Asian Paint, IOCL, etc. If you have seen all these, then only the blue chip companies are included in the list. There are many familiar stocks that everyone has discussed. Tata Lex, Demat, IRCTC, Burger Paint, Asian Paint, IOCL, etc.
All these have come and you have seen a huge correction ranging from 30% to 80%. If you have seen these five years, then from the all-time high, this has been a heavy correction, so these stocks must be on your list. Look, they have come and given it to the watch list. After this stock comes and correct improvement comes, they have analyzed it in detail.
Will you buy this stock immediately or are you already holding it? If so, come and do a complete study. It will support you in every way to invest. You have seen in my investment. If so, last year, I made a few mistakes. Generally, we come to a stock and identify it. If so, first, the promoter comes and how ethical they are.
So, check their track record and come and check the same way. If a company comes and has a fundamentally strong company before this, How is it performing? We should definitely come and check it out. How is their business model? How is their future projection? They came and analyzed it. Then we checked the balance sheet.
So these talking points came and were satisfactory. If our balance sheet is okay, then our deposit can come and invest in it. We came and checked all the parameters in the balance sheet. We already have a playlist of our portfolio and discussed it in detail. Last year's investment was okay. In the previous investment, these five stocks came to me and gave me a failure in my investment.
You can see that they are the first. So, there is Indusind Bank. As for Indusind Bank, I invested in the starting price of ₹700, ₹800. I bought the minimum quantity at that level. Then, you saw it in the market. Then, you saw it at ₹ 1300. I made a little profit. So, you saw it there. Then, I made a little more profit than before.
So, you saw it here. So, I have a loss of around 25%. It is not a big amount. I have invested below 1000. So, I have been waiting a little bit. So, if something comes out of this, I still have an opportunity. So, I think I can invest. As for this company, you saw it there. So, promoter wise, fundamental wise, it is clear.
There is something in the business model, they have a small problem in microfinance, so this stock has come and now there is a correction, so that too has come and is fine in the future, so there is no problem, you see next, so in terms of demat, it is not the promoter or their business model, there is no problem in it, in terms of balance sheet, their sales have decreased, without that, PE has come and is very costly, so this stock has come and has a good correction, so only one Indigo Bank has come and I came and invested before 24 and I came and invested.
The remaining demats are Godrej Consumer Products, Adani Port, Dabur India, all these have come and I have come and invested recently, I invested before this two recessions, that is why this All stocks have come and gone and correction has come. So you have seen all these. So even if there are stocks that are fundamentally strong, there are overvaluation stocks like Demat, Godrej Consumer Products, Topper India.
So, there are stocks that are trading at a good high valuation. There is no problem with these stocks, whether it is promoters, fundamentals, track records or futures. Their sales have decreased. As far as the FMCG sector is concerned, all stocks have come and correction has come. I have given new entries in all these stocks, so now this stock has come and correction has come again.
So, don't invest anything immediately. I have invested only the minimum amount. I have been waiting in the market. May be. Today there was a slight correction, so I thought I could come and invest in this company. I came to add freshsha companies. You have seen this in terms of Adani portfolio. So how did I invest?
After the Blogger report, all these stocks recovered. So to some extent, it will be stable. I came with the hope that it will be stable. I invested lightly. Now all these companies in which I have invested have come down to below 1000. You have seen that. So Adani recovered. So I invested. But this problem came again.
Now there is a correction again. So you have seen that. So it is integrating with the promoter. Is there a main best example for that stock? You can also put Adani. If you look at the remaining stocks, if you look at the business model, if you look at the problem, then you can look at Indecent Bank, if you look at Tmall, Godrej, Consumer, and Topper, if you look at the overvaluation stocks, this is the reason why all these stocks came and came to my accounts, this is the fall of the fall.
If you look at it in a way, then these are all good companies, so there is an opportunity in the future, then the dividend is coming, and I am thinking of investing in them. All these companies have come and come and shortlisted according to the PE ratio. If you look at it in that way, then it is a valuation stock to some extent, then we can say that Dutch Bank is like our discussion, in business, that is, in microfinance, there is a small problem, so this stock came and came to the correction very quickly and this is also a recovery.
I have come to see if it will break at 900 or not. I am waiting because the market has continued to go negative and it has broken. So I am thinking of investing in this. As for Adani portfolio, I have stopped investing now. I have no idea of investing in futures today. So when I came, I had a correction of up to 10% and the previous rate came again.
So, if that rate reaches ₹1300 or ₹400, I will make a profit. So ₹1300 is that level. So, if my investment amount reaches ₹1300, then I am thinking of exiting this stock. So, as for the promoter integrity, I am running on the news base. I think I can avoid it until the company is finished. If you look at it that way, then next year when the market recovers a little, I will exit this stock.
If you look at it that way, then Dabur India Godrej Consumer Demat has become very expensive. If you look at it now, then Dabur is at 50 PE, all of these are industry P35, Godrej is at 61, and for Demat it is at 84. This is true. There is a slight correction in the market. If you look at it step by step, I will keep investing in it.
If you look at the market, then even if you buy a quality company, if you don't buy it at the right time, then you will lose. If you look at it, all these are the best examples for this. Consider them. I told you in detail about the stocks that I lost in my demat account, you saw the same thing. So, in the New Year special, I will come and analyze my complete portfolio and how I built it.
No one should miss this video. That is, how I started investing from the beginning. Then, I came to the target I had set for myself and how I have achieved it. In which sectors and stocks, how I am investing. In which stocks, how much holdings have I invested in my top 10. I have analyzed it in detail in this video.
If you have come and watched this, then you must come and analyze your portfolio and how I have built it. What mistakes did I make? I have done it, how can you correct it, I have analyzed it, and I am still going to discuss with you annually, what improvements are there in my portfolio, what mistakes have been made in it, and so on.
I hope this video will be useful for you, so come and share this video on New Year's Eve. Our channel member community has a portfolio update, that is, what stocks are I buying, what stocks are I selling, what changes have I made, I have been sharing information about this. I have been posting until the daily market update is finished.
What events are there in the corporate world, we have shared some useful information about our Indian economy. Join the community and follow this regularly, then you will not only improve your knowledge but also get support in every way to build your portfolio healthily. I think all the information to discuss will be useful for you.
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I am not a SEBI registered advisor. If you have come and watched all the videos posted on our channel, please bear with me. Investments definitely involve risk, so please consult your financial advisor or make your own decision before investing.
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