Rivkin's investing products:

Our investing products provide investors with specific trade recommendations based on multiple strategies. 
This multi-strategy approach to investing creates well diversified, market defensive investment portfolios. 



Discover how a Rivkin membership can provide you with a simple, transparent and high-performing investment experience during this two-minute video. 

Rivkin Local

Australian Markets


- Invests in Australian equities traded on the ASX;

- Combines five comprehensive strategies to create a well-diversified market-defensive portfolio;

- A long-term investment journey focused on capital gains and sustained income. 

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Rivkin Global

US, FX & Commodity Markets


- Trades US equities, FX and spot commodities;

- Utilises three different systematic strategies that, when combined, create less volatility within your portfolio;

- An active and exciting trading experience requiring moderate portfolio management.

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Rivkin Local

Five ASX-based investment strategies designed to build your wealth while providing a steady stream of income.



Momentum

This strategy operates within the ASX200 and selects the top momentum stocks. 

Monthly rebalance

Average return

18.90* p.a.

$20,000 recommended starting portfolio size


Blue Chips

This strategy operates within the ASX50, selecting the top dividend paying stocks

Yearly rebalance

Average return

12.20% p.a.*

$20,000 recommended starting portfolio size


Income

Our Income Strategy invests in interest paying hybrid securities^. 

Buy and hold

Average yield to maturity

7.00%*

$15,000 recommended starting portfolio size


Events

Our Event Strategy aims to profit from mispricings in the market.

90-day avg. hold

Average return

3.60% per trade**

$5,000 recommended investment per trade


Value

A systematic strategy that uses fundamental measures for selection. 

Monthly Rebalance

Average return

15.50%*

$50,000 recommended starting portfolio size

Rivkin Global

Three disitnct trading strategies; that when combined, create a smooth equity curve.



US Momentum

Selects the top 10 US momentum stocks from the S&P500

Monthly Rebalance

Rebalances the 1st trading day of each month

Average return

24.87% p.a.*

$10,000 recommend portfolio size (CFDs)


FX & Liquid Markets

Captures trending moves across major FX pairs and spot precious metals.

Daily trades

Average of 10 trades/month

Average return

25.60% p.a.*^

$10,000 recommend portfolio size (CFDs)


Short-term Equity

This long-only strategy is based on the concept of mean reversion

Daily trades

Average of 15 trades/month

Average return

19.27% p.a.*

$10,000 recommend portfolio size (CFDs)

*Past performance is no guide to future performance. Statistics from April 2013 to July 2017 and are updated bi-annually.  **The Event Strategy annualised creates an average return of 14.4%. ^Hybrids are considered complex Please read the ASX article "Understanding Hybrid Securities" before considering investing in hybrid securities. *^FX & Liquid Markets Strategy performance based on 15-year back tested period.


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 and dealing services on securities, derivatives and superannuation (SMSF). Rivkin also provide SMSF administration and accounting 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.