The overall experience is very good. The hand holding support that Money works for me has provided to a novice investor like me was critical in building my portfolio over the last two years. The...
"Moneyworks4me is the real deal for investors. They bring relevant facts for the vacillating investor and make it easy to take decisions that are safe and in the interest of the investor....
While there is tons of information & misinformation out there for Investors - it helps to have MW4me on your side. Their analyst reports are like a fine sieve that separates the wheat from...
Very ethical and careful advisory service. I am a subscriber for last 8-9 years. Investments is a game of patience. It is better to wait wait and wait instead of incurring losses. Moneyworks4me follows this.
Captain Amol Ajinkya , Subscriber
Pune
I absolutely adore reading your blog posts, the variety of writing is smashing.The blogs as usual are educational, I have had to bookmark your site and subscribe to your feed in ifeed. Your theme looks lovely.Thanks for sharing.
Arun Kumar , Subscriber
I have been their client for more than 3 years and they have provided amazing consultations for long term investing. My portfolio has been growing for 15+ % every year and thats a decent returns...
Been subscriber of MoneyWorks4me for a year now and have renewed the subscription this month.Being a working professional , the analyst reports and Monthly Investor query mailers lets me keep...
I found your method and presentation very useful and user friendly.I observe that most of the common retail investors have no detailed and technical knowledge about the company.They have no time...
I enjoy the process of investing as I am well informed about the companies I am investing in. This is because of their analyst notes which keep me informed. As I matter of fact, I enjoy the process more than the outcome!
Anand Sharma , Subscriber
Anand
I found my interactions with your advisers/expert quite value adding to get more insights in investing which is a complex animal. Few Suggestions 1) For meeting customer needs more effectively and...
It has been a wonderful experience to associate with MONEYWORKS4ME as we have come to know what is the right time to invest in market and how to earn maximum profit..Its highly recommended and...
I took a trial initially and in a month made a huge profit. I had read Warren Buffet style of investing but couldn't find any website to use it. This site is closest to the value investing principles.
Harish Jamb , Subscriber
Pune
I was exploring an support for financial goals. MW4me really was significant in terms of assessing my stocks and MF portfolio on regular basis.With best in class research guidance ,MW4me has...
I am an active omega plan subscriber of MoneyWorks4me. I really like and appreciate their value investing process of identifying the stocks and MF, which is backed up by deep dive analytics and...
I am happy customer since 1 year. Money works4me is giving good advice for fundamentally investment for stock market. money works4me is best financial advisors and very helpful for stock buy and sell
Balvant Patel , Subscriber
Valsad
I am with moneyworks4me 3 years in a row and I like their quality, service, transparency and depth analysis to build the long term growth. Thank you team. Keep up the quality and customer support.
MoneyWorks4Me method for rating and ranking mutual funds for SIP
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and
ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the
various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. For
this we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10
years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance when
the fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if less
than 80%. Funds with less than 5 year data are color-coded Grey.
Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether the
company's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) and
generated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previous
year. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange
(between 8 and 14) and Red (less than 8 out of 20).
Fund are color-coded Green provided the portfolio has 70% holding in Green stocks but not more than 20% in Red stocks.
Funds with more than 20% Red stocks in the portfolio are color-coded Red. The rest are Orange funds
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The
ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number
that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
Looking to make the most of market corrections and volatility?
Did you know that market corrections can actually present great opportunities to buy high-quality stocks at discounted prices? By taking advantage of these times of volatility, you can position your portfolio for long-term growth.
At MoneyWorks4me Portfolio Advisory, we specialize in helping investors navigate market fluctuations and build a strong, diversified portfolio. With our collaborative approach, you can maintain control over your investments while benefiting from our expertise and guidance.
If you're interested in learning more and with a minimum portfolio size of 25 L+, we can help you manage your portfolio, no matter the size. let's connect and discuss how we can work together. And as a bonus, we're offering a FREE Portfolio Review using our "Portfolio Manager" tool during our conversation.
So why wait?
Let's get started today and take your portfolio to the next level!
Best Buy Stocks
Do you want to Invest in Undervalued Handpicked stocks and earn high Returns?
Why Buy Quality Stocks
Winning and long lasting portfolio is made of Quality Stocks, but how simple is that?
Important Questions while Buying Stocks
As an Investor most important decision making questions are?
Make an informed decision for Stocks
Invest using an intelligent system with powerful data-driven tools that help you identify opportunities and make informed buy-hold-sell decisions
You can make an informed decision based on:
Q : Quality :- Q Very Good
Q Somewhat Good
Q Not Good
V : Valuation:- V+UnderValued (UV) V Somewhat UV
V Fair Value
V Somewhat OV
V+ OverValued (OV)
Buy quality Stocks when they are available at reasonable prices and supported by an upward price trend and Sell when they are Overvalued using the Decizen Rating System. Covers 3500+ stocks
Make an informed decision for Funds
You can make an informed decision based on:
P : Performance (%)* 14 Very Good
14 Somewhat Good
12 Not Good
Less than 5 year data
Q : Quality of Holding Q Very Good
Q Somewhat Good
Q Not Good
*Color code for outperformance consistency
*Number is average 3 year rolling returns
Want to invest successfully in stocks?
How the heck do you select a solution that ensures it?
Does it get you focused on meeting your financial goals?
Does it get you focused on meeting your financial goals?
Investing is to means to funding your goals. Your solution must help you get clarity of your goals and how you should invest to reach them. Does your solution include Financial Planning?