MoneyWorks4Me · Learning Centre
Learn to invest with confidence
Expert insights on stocks, funds and ETFs from MoneyWorks4Me — grounded, practical, and jargon-free.
Where to begin
Explore the learning hubs
Learn
Basics of Investing
Foundations for new investors — how to start, prepare and think.
Advance Investing
Deeper method, guru lessons and the books worth your time.
Behavioural Investing
Behaviour, psychology and the traps that quietly cost you returns.
Invest in
Stock Investing
Find, value and hold good Indian stocks the MoneyWorks4Me way.
Mutual Funds & ETFs
Choosing funds, building a portfolio and avoiding the usual mistakes.
Plan
Financial Planning
Goals, surplus and the plan your investing should serve.
Portfolio & Planning
Build, manage and rebalance wealth around your financial plan.
Markets & Economy
IPO
IPO and FPO reviews — what the numbers say before you subscribe.
Market Outlook
Where the market stands and what it means for your holdings.
Macros
Rates, inflation, currency and the economy behind the market.
Fresh from the desk
Latest insights
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Do your SIP the right way with the Power of 4
Many investors start a Systematic Investment Plan (SIP) simply because it feels like the “safe” way to invest in mutual funds.
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Is SIP in Mutual funds the right way to invest for me?
Systematic Investment Plans (SIPs) are often promoted as the safest and most effective way to invest in equity mutual funds.
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Analyze your Mutual Fund Portfolio to check if it will disappoint you
L ook at your Mutual Fund Portfolio and think how you came about having this particular composition.
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April 2019: MoneyWorks4me Outlook
Nifty Total Return Index (Nifty including dividends) earned 8.5% Year to date 2019 and ~16% CAGR in last 3 years.
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March 2019: MoneyWorks4me Outlook
Nifty Total Return Index (Nifty including dividends) earned 8% Year to date 2019 and ~17% CAGR in last 3 years.
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Mutual Funds: Growth Plan is always better than Dividend Plan
Many investors still believe dividend plans in mutual funds provide “extra income” or additional returns. In reality, dividends are simply your own money being distributed back to you.