Excellent site for value investing.Long term investors should subscribe to this site.Kudos to the team.
Dr Sunil Chawla , Subscriber
Amritsar
I had already evaluated this product before so i knew what it offers always wanted to trade on my own with indepth analysis this product does exactly that. It helps...
I have subscribed to omega protfolio advisory of MW4Me, and i am very satisfied with their investing style. Its worth working with them to achieve ones goals.
Ketan Khivesara , Subscriber
Surat
I would like to take this opportunity to congratulate Moneyworks4me , on this great initiative for investors and have already recommended to my friends.
Rahul Gavande , Subscriber
Mumbai
MoneyWorks4me tools are very useful for decision making and to earn good returns. Their analyst notes, news updates are helpful to be updated about the performance of each stock.
Ravi Lanjewar , Subscriber
Mumbai
I am really impressed with the information you provide on the website,while trying to search on the google i found your website and i browse your website for just 30 minutes and i am really...
Stock Shastra imparts basic information to be novice investor to take a good call. You are doing a good job in educating the common investors who are not getting correct information
C R Kesavan , Subscriber
Bangalore
Top 50 Superstars is good, useful and gives clear information for every Nifty 50 stock. It’s very simple to find out current status for each stock. MRP and Discount Prices are very...
I have been using the services of MoneyWorks4me for the past 10 years and have seen them evolve. One thing that they have been consistent about is not to time the market, which removes the stress...
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...
In the frenzied world of financial investing the fiduciary services of MW4me was like a breath of fresh air with it's lucid presentation and approach after having tried number crunching,...
One of the best in the advisory space. I am subbed to the "Top 100 boosters" plan and am very happy about the service. The process, monthly reply to investors on queries, the...
Good Customer Service -Regular Updates -No need to refer any other website if you’re following them -They’ll help you to invest better and stay invested. They’ll...
The companies offered in Top 100 Superstars seems to be the best companies. I have never found all the details before at one place. Now before investing in a stock, I am able to check whether it...
Very good fundamental analysis and unbiased research platform. Excellent team effort to ensure precise analysis and timely suggestions.
Gopal
Would like to firstly thank Moneyworks4me team for providing such an in-depth research. It really has changed the way I look at my investments now.
Samip Shah , Subscriber
Ahmedabad
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...
I have been using this site since more than 5/6 years. they give safe advice and help us to grow our wealth gradually.
Subramanian Kumarasamy , Subscriber
Chennai
MW4ME provides useful stock information on Buy / Sell.
Panbarasan Vedachalam
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 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?