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*Gifts are limited and available until sold out. Please see the Terms and Conditions by clicking here or in the disclaimer below for more details.
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.
Discretionary Portfolio
Designed to meet the needs of fast-paced markets.
We watch the market every day looking for direct buy and sell recommendations across various opportunities, catering to different risk levels, timeframes, global markets, and asset classes so you don't have to.
The performance figures listed are accurate as of 30 April 2024 and are net of simulated brokerage fees. To learn more about how we calculate performance click here. Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.
PRIDE IN PERFORMANCE
Our Model Portfolios have been achieving strong growth in the last 12 months.
The performance figures listed are accurate as of 30 April 2024 and are net of simulated brokerage fees. To learn more about how we calculate performance click here. Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.
PRIDE IN PERFORMANCE
Our Model Portfolios have been achieving strong growth in the last 12 months.
From ASX to US, what to buy and when to sell is taken care of for you, while you own the shares - you just need to execute the trades!
With the Rivkin Report you will gain access to a variety of investment strategies with different risk levels, from which you can choose, along with clear and timely buy and sell alerts via email and SMS.
Also, you will benefit from an extensive educational library for all levels of experience, with market updates and live webinars.
6 Model Portfolios for Income and Growth
In-Depth Stock Analysis: identify potential investment opportunities
Q&A sessions: where our experts share valuable insights and strategies
Education Hub: extensive library for all levels of experience
Stock Updates and Scans: covering ASX, S&P500, Nasdaq and weekly scans
FAQs – Membership
Rivkin Report membership can be tax deductible. We recommend you speak with your tax advisor for more details.
You can also read more from the ATO website here:
Interest, dividend and other investment income deductions | Australian Taxation Office (ato.gov.au)
A Rivkin Report membership subscription includes full access to content produced at Rivkin. This includes:
- Unique member investment opportunities including our flagship ASX Events portfolio.
- Expert help with 1-1 support
- A variety of ASX & US investment solutions
- Access to our Chief Investment Officer, Shannon Rivkin through his weekly investment question Q&A, Virtually Live.
- Portfolio alerts so you can manage your trades
- A library of educational and news-related content including webinars and articles
- A universe of investment services on offer including Apex’s Separately Managed Funds, SMSFs and Wholesale investment solutions.
There are a number of factors to consider when investing in shares for the first time. Some of the most common factors are:
1. Goals and Objectives: Consider your goals and objectives for trading. Are you looking to make short-term profits or are you investing for the long term? This will help you determine your trading strategy and risk tolerance.
- Rivkin has both short and long-term investment strategies to choose from.
However, we do encourage a multi-year investment time horizon for investing in our Model - Portfolios. Brokerage fees may diminish returns on short-term trades and long-term investments have the added benefit of compounding on gains already made over time.
2. Risk Tolerance: Determine your risk tolerance level. This will help you decide how much money you are willing to invest and how much risk you are willing to take on. - It is important to note that ASIC designates share investing as a high-risk investment when compared to other asset classes such as bonds and real estate.
- To learn more about the risks related to share investing, here’s a short article: What Is Risk Tolerance, and Why Does It Matter? (investopedia.com)
3. Trading Plan: Develop a trading plan that includes your goals, risk tolerance, trading strategies, and money management strategies.
4. Education and Knowledge: Educate yourself about the financial markets and trading strategies. This can be done through books, courses, and online resources.
- Rivkin provides many educational tools for you to educate yourself on your investments.
- For example, we have a library of past webinars that serve as comprehensive guides to a wealth of investment topics.
- And if you still can’t find what you’re looking for, our Chief Investment Officer, Shannon Rivkin, will answer all of your questions in his weekly segment of Virtually Live if you leave your questions in the comments section of the blog post, email us at [email protected] or 1300 RIVKIN.
5. Broker Selection: Choose a reputable broker that meets your needs and offers a trading platform that is user-friendly and reliable. - When pursuing any active investment strategy, the cost of trading should always be considered.
- For ASX trading, we currently offer a Rivkin Stockbroking Account powered by CMC Markets which currently has a brokerage rate of $11 per trade. Depending on the product and provider, your actual trading costs can be higher or lower than this.
- To learn more contact us on 1300 748 546 or [email protected].
6. Capital Requirements: Determine the amount of capital you need to start trading and ensure you have enough funds to cover any potential losses. - Rivkin recommends an initial investment of at least $20,000 AUD for most portfolios we provide in order to align your investments and follow along with the modelling of our portfolios. However, you can invest as much or as little as you like.
7. Emotional Control: Develop emotional control and discipline to avoid making impulsive decisions based on emotions. - To learn more about the common emotional mistakes made by investors, check out these articles:
Loss Aversion – Rivkin
Self-attribution and hindsight bias – Rivkin
Anchoring – Rivkin
We Don’t Know What It Is That We Don’t Know – Rivkin
8. Record Keeping: Keep accurate records of your trades and performance to track your progress and identify areas for improvement.
Check out this article from the ATO for more information: Keeping records of shares and units | Australian Taxation Office (ato.gov.au)
FAQs – Gifts
Sign up for a 24-month subscription with us, and you’ll receive a brand-new Apple AirPods with MagSafe Charging Case 3rd Generation. Featuring spatial audio that places sound all around you, Adaptive EQ that tunes music to your ears, and longer battery life. It’s all sweat- and water-resistant, and delivers an experience that’s simply magical.
Although gifts are not required for your purchase, discounts are given at the discretion of our sales team and Rivkin management. This is not a guarantee. See our Terms and Conditions for more details.
FAQs – Billing
When you cancel your subscription you will be downgraded to a free account user. This account will stay available to you for free forever.
If you would like to know more about how we collect, store or use your data, here are some of the most relevant documents that could answer your concerns:
Terms & Conditions
Privacy Policy
You can find all this information and more at the bottom of our website pages. If you still have concerns, feel free to contact us at 1300 748 546 or [email protected] so we can help.
We’d love to hear from you. Please contact us on 1300 748 546 or [email protected] so we can help.
25 YEARS EXPERIENCE
Webinars, Q&A, Virtually Live's, tutorials and more!
TIMELY ALERTS
Trade recommendations via email and SMS. Real time info.
AROUND THE CLOCK SUPPORT
From account opening to trades, placement, just give us a call.
NEED HELP?
Give us a call at 1300 748 546 or send us an email at [email protected]
DISCLAIMER: Rivkin aims to provide clear information about our products and services. Rivkin provides general advice and dealing services on securities, derivatives, and superannuation (SMSF). Rivkin also provides SMSF administration and accounting services.
Rivkin does not provide advice that takes into account your investment objectives, financial situation, or needs. Furthermore, investing in and trading securities such as ASX-listed shares and/or derivatives carry significant financial risks. We strongly suggest you consult an independent, licenced financial adviser before acting upon any information contained in this newsletter or website (www.rivkin.com.au). There may be a product disclosure statement or other offer document for the securities and financial products written about in this email. Please obtain a copy and read the product disclosure statement or offer document (If available), before making any decision about whether to acquire the security or product. The PDS and Target Market determination (TMD) can be obtained for free by calling 1300 748 546 or visiting our website https://about.rivkin.com.au/legal-documents/
If any part of this newsletter or disclaimer does not make sense, please phone Rivkin and speak with a member of our Relationship Management Team.
Rivkin is a trading name of Rivkin Securities (ABN 87123290602), which holds Australian Financial Services Licence No. 332 802.