Your Stock Shastra gives good guidelines for new as well as existing investors to correct their mistakes.
Ch v satyanarayana Raju Hyderabad
I have found the web site very useful for a novice and experienced investor both at a time. I congratulate your research team for the development of such an excellent stock market fundamental soft ware at an affordable price. The web site is giving excellent 10 years Financial X ray and your PRICE CALCULATOR is just superb.
Dr C V Ajmera Doctor, Rajkot
I absolutely adore reading your blog posts, the variety of writing is smashing.The blogs as usual are educational, I have had to bookmark your site and subscribe to your feed in ifeed. Your theme looks lovely.Thanks for sharing.
Arun Kumar
Excellent Explanation.I don't think I have read better article abt PE than this. I want to congratulate the whole team of MoneyWorks4me for this excellent initiative. Recently I came accross this site and I think beginners like me will find this site worthwhile.
Rajesh Subudhi
Excellent Analysis.I have started stocks investment a year back, but never got this kind of information(what an investor need to buy). This site will be very good for long term investors and value based investors. Thanks for your effort
Shivakumar
I would say it provides clutter-free top notch content for retail investors. I am a young retail investor and I feel very lucky to come across MoneyWorks4me before making my first investment. The site certainly helps in the way I am thinking about my investment in stocks
Jagadeeswaran Deventhiran
You guys are doing a great job. Very well-researched articles and company analysis. Its just amazing. You have saved much time of investors who had to research themselves. Hats off to you!!..Please keep doing the great work
Abhishek Narain New Delhi
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 & you are helping us to do so, rather than blindly depending on information from brokers who have their own interest. You are helping us to make decision which best suits us
Lucky Rana Jassur Himachal Pradesh
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 Bangalore
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 me analyse a company in minutes without any hassels to search any information which helps me to make quick decisions
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?
Download APP
