ASX Events Picks – Get Started

Last update - 1 January 2024 By Rivkin

Our ASX Events Picks focus on opportunities created by corporate actions on the ASX — such as takeovers, share buybacks, and company wind-ups.

This strategy, managed directly by Shannon Rivkin, Rivkin’s Chief Investment Officer, has been running successfully for over nine years. It’s designed for conservative investors seeking modest, steady returns with lower volatility, independent of broader market swings.

How does ASX Events Picks Work?

 

Meet Shannon Rivkin

Shannon Rivkin is the Chief Investment Officer (CIO) at Rivkin and has been managing ASX Events Picks since its inception. With over 20 years of experience in financial markets, Shannon specialises in identifying opportunities arising from corporate actions, including takeovers, buybacks, and restructures. His deep understanding of market dynamics and event-driven investing has been a key driver behind the strategy’s consistent success.

Shannon’s approach combines fundamental analysis, technical expertise, and market insight, providing Rivkin clients with a disciplined and reliable path to profitable corporate action trades.

 

Need to Know

Goal Market Risk Frequency Hold Periods Suggested Allocation
Profit from corporate actions (takeovers, buybacks, wind-ups) ASX Medium ~10 trades/year Typically 3–4 months per trade $2,000 minimum per trade (model uses $5,000)


How to Use ASX Events Picks

  1. Pick – Review open event-driven recommendations.
  2. Act – Enter positions still marked as open (avoid hold or sell).
  3. Allocate – While the model uses $5,000 per trade, a minimum of $2,000 is recommended to ensure brokerage costs remain efficient.


Staying Updated

  • Event Updates – Important news is shared with members, focusing only on what’s essential.
  • Weekly Videos – Shannon provides commentary on current recommendations, overall market sentiment, and answers member questions.


Methodology & Research Approach

For over 27 years, Rivkin has helped Australians invest with confidence. The ASX Events Picks, managed by Shannon Rivkin, is built on a disciplined process that identifies and acts on corporate events with clear outcomes.

  • ? Corporate Action Focus
    Monitoring ASX announcements daily to find profitable opportunities from takeovers, buybacks, restructures, and wind-ups.
  • ? Defined Risk/Reward
    Each event is assessed on deal terms and probability of completion, aiming to deliver steady returns with minimal volatility.
  • ? Managed by Shannon Rivkin
    With decades of market experience, Shannon has led this strategy since its inception. His expertise in event-driven opportunities underpins its long-term track record.
  • ⏱️ Event Lifecycle Discipline
    Trades are only held while the event is live. Once the outcome is known or conditions change, positions are closed, and members are notified.


Why It Works

ASX Events Picks provide:

  • Lower-volatility opportunities
  • Independence from market direction
  • Clear, company-specific catalysts
  • Transparent reporting and results
  • Direct management by Rivkin’s CIO, Shannon Rivkin

A straightforward way to benefit from corporate actions with the confidence of expert oversight.


Key Terms Explained

? Basics

  • Stock Code / Name – The ASX-listed security impacted by the event.
  • Type – Shares or other ASX-listed securities.

⏱️ Timeframe

  • Hold Period – Most trades last around 3–4 months, although the duration varies depending on the specific event.

⚖️ Risk & Return

  • Volatility – Lower than discretionary trading, as outcomes are linked to corporate actions.
  • Return Profile – Average 2–3% per trade, translating to annualised returns of ~6–12%. Some trades may deliver higher benefits for investors in low-tax environments (e.g., SMSFs) where franking credits are applicable.

? Performance Tracking

  • Entry Date / Price – When the recommendation is made.
  • Exit Price – Closing price once the event finalises.
  • Return % – Total return for the completed event trade.


Important Notice:

Please note that this article contains back-tested data, which shows how the model would have performed using historical data. “Backtest” results are neither an indicator nor a guarantee of future returns.

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