Our End of Year offers are on!

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 is no trial period once you purchase a Rivkin Report subscription option.

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)

For the safety of your personal information, we do not recommend sharing your login details with anyone else, including family and friends.

We also do not recommend creating duplicate accounts, even if you lose your password, as our system will not register that you and your details, including your phone number, are associated with you. Your membership will not carry over and you may miss important investment opportunities.