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Home > About Stock Market > Portfolio Management > How to Manage Your Portfolio for Higher Returns?
Introduction
  • About Stock Market
    Investment Basics
    Beginners’ Guide
    Value Stocks
    Portfolio Management
    Fundamental vs Technical Analysis
  • How it Works?
  • 1. Why Invest in Stocks?
  • 2. The Two Golden Rules of Safe Stock Investing
    2.1 First Golden Rule 2.2 Second Golden Rule
  • 3. How to Get the Right stock?
    3.1 Get the Basket of Right Stocks 3.2 Analyse Financial Track Record
    3.2.1. Analyze Financial Track Record of a Company 3.2.2. Analyze Financial track Record of a Bank
    3.3 Analyse Future Prospects
  • 4. How to find a Stock's Right Price?
    4.1 What is the Right Price of a Stock? 4.2 How We do our Valuation?
    4.2.1. Valuation for a company 4.2.2. Valuation for a bank
    4.3 How you can do your Own Valuation?
  • 5. How to Get the Right Timing?
    5.1 BUY/SELL Plan for the Safest Companies
  • 6. How to Manage Your Portfolio for Higher Returns?
    6.1 Manage What You Buy for Best Returns 6.2 Keep a Track of Companies you wish to Invest in 6.3 Keep a Track of Companies you have Evaluated
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    Feature Usage Guide
  • 1. Decision-Maker
  • 2. MoneyWorks4me Filter
  • 3. Nifty 50 Superstars
  • 4. Evaluate
    4.1 10 YEAR X-RAY PRO 4.2 FUTURE PROSPECTS 4.3 PRICE CALCULATOR 4.4 COMPANY PULSE 4.5 Price Chart
  • 5. Portfolio Managers
    5.1 WatchList 5.2 BoughtList 5.3 EvaluatedList
  • 6. ComPeer
  • 7. BUY SELL Plan
  • Learn about investment in stock market with MoneyWorks4me eLearning E-learning Videos

How to Manage Your Portfolio for Higher Returns?

A portfolio is a summary of your investments – where you have put your money, when you have put your money and how much money you have put, in equities – all in one place. As an investor, it is very important to manage your portfolio to ensure that an active summary of your investments is readily available whenever you need it.

While reading the Portfolio Managers, you need some information handily displayed on the Portfolio Management Tool, such as the stocks you have purchased, the average buy price of the stock, the current market price and how much you have gained or lost during the investment period.

In addition to this, the Portfolio Management Tools on MoneyWorks4me.com give you a snapshot of the 10 YEAR X-RAY and FUTURE PROSPECTS in the form of colour codes, which get updated as we update the assessment of the company. So, in one glance you can see the fundamental strength of the companies you have invested in.

Another feature of our Portfolio Managers is that we also show the MRP and Discount Price of each stock in your portfolio, so that you may be able to compare these to your Buy price and the current market price. Remember to always BUY below DP and SELL above MRP

At MoneyWorks4me, we give three portfolio managers, each serving a different purpose, so that you may be able to manage your investments in a simple, clutter-free way.
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