I have been using Moneyworks4me for the last 5 years. Their 10-year x-ray of company financials, business model & historical valuation charts are extremely helpful for analyzing companies....
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...
Moneyworks4me stick to their process. Their website and app are easy to navigate and self explanatory. They recommend when to buy and allocation for each company. Without concentrating in a...
Key differentiators of MoneyWorks4me: honesty one of its kind,very detail oriented,consumer can derive all the financial details of the company,no bare dare attitude to reporting,simplicity and user friendly guidance.
Roohul Haq , Subscriber
Bangalore
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
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 has helped me not only in terms of returns but also becoming better as an investor in understanding businesses and markets. One liner: Guiding retail investors since last 12 years.
Mr Manish Yadav , Subscriber
Mumbai
Very happy to have renewed my subscription with MW4Me again. Very good analysis and reports. Keep up the good work and provide more personalised reports.
Rajarshi Mandal , Subscriber
Singapore
Superrbbb platform to follow , educate & understand investments as a whole . Many people must have benefitted from the suggestions from MoneyWorks4me team . Special thanks to Mukta Vaze...
Its guiding the small retail investor like me to make decision before investing in stocks. There are very few avenues which exist for people like us to get intelligent investment analysis...
I am with you since 2013.Very good site giving excellent unbiased views and recommendations. Only site that gives last 10 years data ( one full cycle) and we can immediately take view whether to...
An excellent organization with an excellent team with pure motive to help you to realize that "Money works for you". Had learned a lot about equity investment through Investment...
MoneyWorks4me helped me, I was trying to shift from Regular to Direct plan, but it was really difficult because I had 5-10 schemes which involved a lot of jugglery. There was some...
The 10 Year X-Ray at MoneyWorks4me.com is a great tool to know whether the stock is worth investing. The Price Calculator here is what I check to know if the stock is overvalued or undervalued
Tirumal Rao , Subscriber
Hyderabad
"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....
Have been taking advantage of MW4me services for some years. Have an overall good experience of their recommendations. It was only Pharma sector which did not do as per expectations though it has...
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
I am subscriber of this group since its inception. Very useful tips recommended for share trading. Best Wise MW4M
Thakur Arun Pal Singh , Subscriber
Hamirpur
Though I had the urge to update myself and learn about markets I had looked out for a good advisor to manage my funds and take decisions. As they say to do your research and analysis before...
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?