Momentum and Value, two core growth investment strategies for Rivkin's Model Portfolios, will no longer be updated and published individually from 1 June 2023 onwards.
As a Rivkin Report Member, you’re most likely familiar with our two core growth investment strategies: Momentum and Value.
These strategies have been available on their own, with our 10-share Momentum and Value Portfolios and our hybrid 14-share Growth Portfolio, which takes shares in equal quantities from the Momentum and Value Portfolios.
By combining the Value and Momentum strategies, the Growth Portfolio has a lower risk profile, as measured by the volatility of the Portfolios’ returns, and is easier to follow thanks to the smaller number of shares. As a result, the Growth Portfolio has been the most popular option with our Members.
As part of our continued commitment to Member satisfaction, we will focus our communication on our ASX and US Growth Portfolios. This means the list of the Growth Portfolio’s fourteen shares will show the breakdown of the “momentum” and “value” shares,
If you want to continue following the 10-share Momentum and Value Portfolios, we will indicate the “Next three” shares for each strategy on the Growth Portfolio page of our website.
Please don’t hesitate to contact us at [email protected] or 1300 748 556 should you have any questions.
