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.
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:
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.
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Read NowDid 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.
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Winning and long lasting portfolio is made of Quality Stocks, but how simple is that?
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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
*Color code for outperformance consistency
*Number is average 3 year rolling returns
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?
Are you clear of the rationale behind recommendations?
Do you have a way of answering the most important questions: Which stocks are worth investing in, at what price and how do you build your portfolio?
Finally stock investing is all about make informed decisions.
Does your solution provide easy-to-use decision enabling data, information and tools?
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