A low-maintenance, comprehensive portfolio of large-capitalisation, high quality, profitable, and financially sound stocks for both new and established investors.
Designed for new investors who prefer a buy and hold approach
Portfolios are rebalanced quarterly, with investors notified via email and SMS
Portfolios are designed with diversification in mind, with stocks being purchased in equal weights. Investors who want to implement the portfolio partially should pay attention to adequate diversification
Passive investors can simply buy and hold the stocks, while more active investors can rebalance the portfolios each quarter, or every 6-12 months*
Adding capital over time helps to compound returns and grow wealth, and as a general rule should be allocated to the the most recent recommendations in order to hold the optimum stocks
Designed for new investors who prefer a buy and hold approach
Portfolios are rebalanced quarterly, with investors notified via email and SMS
Portfolios are designed with diversification in mind, with stocks being purchased in equal weights. Investors who want to implement the portfolio partially should pay attention to adequate diversification
Passive investors can simply buy and hold the stocks, while more active investors can rebalance the portfolios each quarter, or every 6-12 months*
Adding capital over time helps to compound returns and grow wealth, and as a general rule should be allocated to the the most recent recommendations in order to hold the optimum stocks
Webinars, Q&A, Virtually Live's, tutorials and more!
Trade recommendations via email and SMS. Real time info.
From account opening to trades, placement, just give us a call.
Give us a call at 1300 748 546 or send us an email at [email protected]
Rivkin does not ever provide personal financial advice. Please consider your own circumstances before purchasing any of our products or acting on our general advice, for any Rivkin product or recommendation.
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.
TRADING PERFORMANCE DISCLAIMER: Rivkin advise you not to rely solely on back tested data or statistics in order to make any trading decisions. We suggest you contact our relationship managers to arrange access to our live membership site on trial basis. Here you will be able to view all actual historical trading recommendations (and results) provided to clients over the last 20 years which can be used to inform your own assessment of the potential returns based on your individual situation. Please be advice that past performance is not a reliable indicator of future performance. The value of your investment may rise and fall, and you may not receive the amount originally invested.
APEX SEPARATELY MANAGED ACCOUNT DISCLAIMER: Perpetual is the both the Issuer and the Responsible Entity of the APEX Separately Managed Product, which means it is responsible for the overall governance and compliance of the product. Perpetual does this under The Trust Company (RE Services) Limited Responsible Entity, part of the Perpetual Group. ABN 45 003 278 831. AFSL No 235150.