New opportunities emerge due to a unique combination of factors like consumer trends, policy changes, technology disruption, global factors, etc. referred to as themes.
Investing in a theme enables you to invest in companies that will benefit from a trend and thus earn high returns when the theme plays out.
Process on investing in themes @MoneyWorks4me complements Quality-at-reasonable-price way of investing that we use to build your Core+Booster portfolio.
You have access to decision-enabling tools and information at MoneyWorks4me which will enable you to invest in themes sensibly.
Explore and select the one that appeals to you.
You will see only investment worthy - green or orange color coded stocks in every theme. Check 10-Year X-Ray to understand each stock better. Check past 1-3-5-9 years performance.
You see equal weight for each stock. However, you can modify the same. Drop or add new ones if you wish. Click on Stocks tab to see the full list of stocks under a theme. Check the amount you need to invest.
Click on Invest Now button and select your broker from the available list. Proceed to complete the transaction. Your portfolio gets update automatically.