My school friend recommended Moneyworks4me to me. I am a subscriber of Moneyworks4me for the past two years. I must admit, for the first few months I really felt I had paid for a service that is...
I have been using research services by MoneyWorks4Me. You can get lots of stock recommendation elsewhere but with MoneyWorks4Me it is their honesty and professionalism backed by research that...
I am a happy customer since 10 years. Their recommendations are very very right by time and by price. My portfolio has given 16 % compound return in last 10 years. this is a service where you get...
Good investment knowledge, however their advice works for long term only. I learnt over time to think like them and hold stocks for longer term. Do you have any lfietime subscription?
Suprita Patil , Subscriber
Pune
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,...
Very happy with Moneyworks4Me. If you are a long term value investor this is pretty solid advisory for you. Love the numbers and percentages shown for each business. Great analyst response with explanation of queries asked by investor.
Paddy Mishra , Subscriber
USA
Good fiduciary service with long term orientation and customer support.
Amol Marathe , Subscriber
Pune
It is really good & useful for Positional Investors Also Good for Fundamental Analyst.
Sarvesh Soman , Subscriber
Kolhapur
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...
I really like to appreciate the quality of information as well as service provided by moneyworks4me site. It is really a wonderful experience to be with you.
Rajesh Jaiswal , Subscriber
Vadodara
Few years back, like any beginner I started investing, which turned out to be speculative trading based on news and speculations. MoneyWorks4Me brought method to madness for me. It taught me that...
The analysis done is good indeed. Valuations made are OK.
R K Srivastava , Subscriber
Pune
MoneyWorks4me.com is the OXFORD Dictionary of the Stock Market. You have devised a very good mechanism. And also you don't try to throw dirt in the eyes of your subscribers.
Chetan B Kadam , Subscriber
Pune
Very good fundamental analysis and unbiased research platform. Excellent team effort to ensure precise analysis and timely suggestions.
Gopal
Great experience overall. Seasoned in their approach and recommendations, with a personal touch that makes it different. Over the years I have also seen how they have refined and improved their...
It gives a great advantage and more confidence for Indian retail investor for investing, where technic the idea is father of investing as Benjamin and warren buffet formulae easy to understand the...
Their thought process, risk analysis and projections work really wonderful and match well with the process I have been following myself too for the last 25 years
Mr Jawahar , Subscriber
Chennai
Invest in the best stock opportunities right now and every-time.
Start Systematic Stock Investing ...in less than a minute.
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?