The US Value Strategy seeks to identify high-quality companies from the S&P 500 and Nasdaq 100. These companies have both sustainable earnings and a high return on invested capital. Designed to run alongside our other US-based strategies, the portfolio consists of ten stocks with screening criteria based purely on fundamentals, as opposed to priced-based (technical) criteria. This makes the portfolio a perfect complement to our other US strategies which are technical strategies. Stocks are selected on a ‘value’ basis by assessing their earnings quality, capital efficiency and, the associated price to earnings ratio. Our research has shown that these are the critical factors in determining the true ‘value’ of stocks that have strong prospects of future share price growth.
The returns of the US Value strategy make it one of our best performing strategies and it forms a nice complement to the US Momentum strategy.
*Performance data for the US Value strategy relies on backtested data prior to 12 Jun 2018 and live results post that date **Past performance is no guarantee to future performance. ^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.
With an average of four trades per month, the US Value strategy is one of our more active strategies.
*Performance data for the US Value strategy relies on backtested data prior to 12 Jun 2018 and live results post that date **Past performance is no guarantee to future performance
|Item||ASX Value||ASX Blue Chips||ASX Momentum||ASX Income||ASX Event||US Momentum||US Value||US Long/Short||FX & Liquid Market|
|Average No. of Trades Per Year||29||19||24||2||10||48||46||36||120|
|% Positive Months||68%||66%||67%||74%||89%||60%||61%||59%||59%|
|Average Monthly Return||1.38%||0.97%||2.12%||0.22%||0.12%||1.59%||1.24%||1.09%||1.02%|
US Value Trades
|Status||Stock Name||Code||Entry Month||Entry Price||Distributions Paid||Exit Month||Exit Price||Gross Return (%)|
|Closed||L Brands Inc||LB||Apr-19||$27.31||$0.00||Jun-19||$21.99||-19.5%|
About the Strategy
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