Moneyworks4me stick to their process & make small changes if required to increase returns.They reply to your queries clearly.Good for investors who are thinking for longterm horizon...
MoneyWorks4me really worked for me. Its a one stop location for all the fundamental data needed to start analyse and it really helps quickly make decision on the scrip. The data provided here is very good, concise and easily readable
Ajay Khamamkar , Subscriber
Pune
I am customer of moneyworks4me about 2yrs.His service is fine.His recommendtion is good & got right time.
Naval Kishore Singh , Subscriber
Surendranagar
The revamped MoneyWorks4me is excellent. With this attempt you have achieved one more milestone. I would like to thank you for your efforts in pumping in ease to use your site. I am very happy to use your site.
Harish Jamb , Subscriber
Pune
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 , Subscriber
Stock Shastra imparts basic information to be novice investor to take a good call. You are doing a good job in educating the common investors who are not getting correct information
C R Kesavan , Subscriber
Bangalore
MoneyWorks4me is a amazing website which i have come across. It gives every investor respect for a persons hard earned money to be wisely invested and to reach his/her ultimate financial freedom....
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...
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....
Would like to firstly thank Moneyworks4me team for providing such an in-depth research. It really has changed the way I look at my investments now.
Samip Shah , Subscriber
Ahmedabad
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...
I like their concept of MRP to arrive at a fair value of a stock. I have benefitted a lot from their systematic valuation framework.
Mr Bala Subramanium , Subscriber
Vellore
I am delighted to check out your new website. The team at MoneyWorks4me must be working very hard indeed.The team deserves our gratitude. Appreciate your boldness in displaying the...
Thanks for your unique and easy to use solution backed by in-depth & unbiased research .It helps a common investor like me to be at par with the experienced players in the market. Stock...
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...
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
Expert, Genuine and vigilant equity investment advisers.
Deepak Bhopatkar , Subscriber
Pune
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 , Subscriber
New Delhi
I initially signed up for the PRO plan but then got excited and switched to core superstars plan. It is fantastic. They have a dedicated investment counsellor as well as recommend stocks for...
One of the best fiduciary financial services in the industry. The quality of service provided has given me a lot more piece of mind forgetting the short term market sentiments prevailing around....
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?