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....
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....
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...
It is the only website in india which guide you about the in and out of stock Market. The stock Shastra Manuals are of great inportance to understand Market and Sectors.
Pankaj Kumar Goel , Subscriber
New Delhi
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...
After subscribing to moneyworks4me, I stopped worrying about my stock portfolio, stopped investing blindly in stocks, and started thinking about regular savings and long term investments. I am...
I must say I am more than satisfied / happy with the BUY and SELL calls, analyst notes / mails. I have stopped going to various web sites after subscribing to MoneyWorks4Me, it has been 3 years...
Good investment knowledge, however their advice works for long term only. I learnt over time to think like them and hold stocks for longer term. Do you have any lfietime subscription?
Suprita Patil , Subscriber
Pune
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...
I am still getting good tips on small cap from so called experts/friends but thanks to your analysis, we are able to save ourselves from investing in these companies, financials of some of these...
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 the services of MoneyWorks4me for the past 10 years and have seen them evolve. One thing that they have been consistent about is not to time the market, which removes the stress...
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
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...
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...
I found your method and presentation very useful and user friendly.I observe that most of the common retail investors have no detailed and technical knowledge about the company.They have no time...
In the frenzied world of financial investing the fiduciary services of MW4me was like a breath of fresh air with it's lucid presentation and approach after having tried number crunching,...
Your website is the best fundamental analyst I have come across. I have sold many stocks on MRP price; the share prices still went up and then crash down in between MRP and discount price. I have...
Being basically strong in analytics and conceptual strength, your well structured presentation with all relevant parameters to get a good idea of the idea of company's strength, position...
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?