What is Rivkin Local?

The provision of advice on Australian equities is something Rivkin has been doing since the inception of its business in 1997. Rivkin Local formulates focused investment strategies and provides specific stock recommendations on shares listed on the Australian Securities Exchange (ASX). These recommendations are then presented to members in a simple and concise format, enabling them to easily follow and implement the advice.

For a visual representation of how the product works, view our infographic here.

Rivkin Local does not adhere to a simple ‘buy and hold indefinitely’ style of investment. On the contrary, its mandate is to actively seek out specific opportunities as they arise, in an effort to make significant returns for members in a relatively short period of time. And with Rivkin Local’s specific event-driven and income-based strategies, this can be achieved regardless of the prevailing market conditions.   

We have always described ourselves primarily as event-driven investors; by this, we mean that we look for price action in the market that creates an opportunity to profit, because an event such as a takeover or a change in management, for example, has created an anomaly in the price of a stock. Often, when the market focuses on a single event, it can fail to focus on the bigger picture and, as a consequence, price a share incorrectly. Opportunities frequently arise that Rivkin Local takes advantage of in order to maximise returns and not simply attempt to outperform an index which might be ailing.

As an example, our event-driven investment advice includes recommendations on stocks subject to takeover, as well as stocks subject to a capital return or buyback, which is often beneficial for low tax paying vehicles (such as superannuation funds, particularly in pension phase) on account of the large fully franked dividend components.

Rivkin Local also focuses on identifying stocks with a strong income flow. Seeking out and recommending stocks that offer solid, reliable and fully franked dividends, ensures that members are paid an income while they hold a stock. Furthermore, share prices are often underpinned by the dividend income stream, which take an element of risk out of the investment. And risk minimisation is something we are always focused on.

Beyond individual recommendations, Rivkin Local’s investment advice also comprises a number of diversified, model portfolios. These enable members not only to monitor our overall performance, but also to see how we allocate capital to trades, which in turn facilitates the creation of their own portfolios. And importantly, a model portfolio system permits the holding of cash when investment opportunities are not available.

For a more detailed explanation of how Rivkin Local works, read How Rivkin Local works here.

Interested in trading global markets? Find out more about Rivkin Global here.

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DISCLAIMER: Rivkin aims to provide clear and simple information to those visiting our website. If any part of this disclaimer does not make sense, please phone Rivkin and ask to speak with a member of our Dealing and Relationship Management Team. Rivkin provides general advice, securities and derivatives dealing services and accounting administration services. Rivkin does not provide advice that takes into account your, or anybody else's, investment objectives, financial situation or needs. We strongly suggest that you consult an independent, licenced financial advisor before acting upon any information contained on this website. Investing in and trading securities (such as shares listed on the ASX) and/or derivatives (such as Contracts for Difference or 'CFDs') carry financial risks. CFDs carry with them various additional risks that differ from more simple securities such as fully-paid company shares. Some of these risks include not owning the underlying instrument from which a price is being derived, settling trades 'over the counter' with a financial institution rather than on a stock exchange, and using leverage to gain access to trades that may have a higher face value than your initial deposit. This risk of leverage means that it is possible to lose more than your initial investment. Our aim is to create more life choices for our clients, which means improving the wealth of clients throughout many market cycles by nurturing a relationship spanning many years. If you are not comfortable with your understanding of the risks involved before using a Rivkin product and service, please contact our office to seek further information or a Product Disclosure Statement, or make an appointment to sit with one of our friendly financial experts. It is in our interest for your Rivkin experience to be a rewarding and comfortable one. Rivkin is a trading name of Rivkin Securities ABN 87123290602, which holds Australian Financial Services Licence No. 332 802.