Monthly Performance Update Video

Last update - 7 February 2024 By James Woods

This video segment gives monthly updates on a few of our portfolios. Senior Portfolio Manager James Woods provides coverage on our strategies that had a notable performance during January 2024, including US Growth, ASX Growth, ASX Income, US Long Short, and the ASX Events Portfolio.

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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.

Monthly Performance Update Video

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ASX Growth Portfolio

US Growth Portfolio

ASX Blue Chip Portfolio

ASX Income Portfolio

ASX Events Portfolio

Discretionary Portfolio

US Long Short Strategy

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