FX Model Portfolio: About

By Rivkin

About the FX Model Portfolio

The Rivkin FX and Liquid Markets strategy will be provided with ad hoc trade recommendations that could come on any trading day. Typically, we enter a trade using a stop entry, meaning that the price must move in our desired direction before the trade is opened. Each trade comes with a stop loss and target level. The stop loss level is typically updated on a daily basis, and trailed behind the price as it moves in our favour. This has the effect of either reducing risk or locking in profits. There is also a time stop, whereby trade duration is limited to a maximum of 20 days.

How does FX Model work?

Investment Characteristics

The FX trading strategy is based on daily chart analysis, and the individual trades have a typical trade duration of between 4 and 8 days. While this may seem short as compared to our stock market recommendations, it is considerable longer than many other intra-day FX services. The FX strategy is a series of individual trades, meaning trades are managed on their own merits, and not as a portfolio. There will be times when there are quite a few trades open at once, while at other times, activity will be less.

How to Follow This Portfolio

Daily monitoring is required in order to follow the FX Strategy. Each morning, at around 10am, we will publish the new trade recommendations as well as update any stop loss and target levels for current open positions.

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DISCLAIMER: Rivkin aims to provide clear and simple information to those visiting our website. If any part of this disclaimer does not make sense, please phone Rivkin and ask to speak with a member of our Dealing and Relationship Management Team. Rivkin provides general advice and dealing services on securities, derivatives and superannuation (SMSF). Rivkin also provide SMSF administration and accounting services. Rivkin does not provide advice that takes into account your, or anybody else's, investment objectives, financial situation or needs. It is important for you to consider the relevant the product disclosure statement (PDS), prior to making any investment decisions. 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/. We strongly suggest that you consult an independent, licenced financial adviser before acting upon any information contained on this website. Investing in and trading securities (such as shares listed on the ASX) and/or derivatives (such as Contracts for Difference or 'CFDs') carry financial risks. CFDs carry with them various additional risks that differ from more simple securities such as fully-paid company shares. Some of these risks include not owning the underlying instrument from which a price is being derived, settling trades 'over the counter' with a financial institution rather than on a stock exchange, and using leverage to gain access to trades that may have a higher face value than your initial deposit. This risk of leverage means that it is possible to lose more than your initial investment. Our aim is to create more life choices for our clients, which means improving the wealth of clients throughout many market cycles by nurturing a relationship spanning many years. If you are not comfortable with your understanding of the risks involved before using a Rivkin product and service, please contact our office to seek further information or make an appointment to sit with one of our friendly financial experts. It is in our interest for your Rivkin experience to be a rewarding and comfortable one. Rivkin is a trading name of Rivkin Securities ABN 87123290602, which holds Australian Financial Services Licence No. 332 802.

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TRADING PERFORMANCE DISCLAIMER: 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. Please be advice that past performance is not a reliable indicator of future performance. The value of your investment may rise and fall, and you may not receive the amount originally invested.

APEX SEPARATELY MANAGED ACCOUNT DISCLAIMER: Perpetual is the both the Issuer and the Responsible Entity of the Apex Separately Managed Product, which means it is responsible for the overall governance and compliance of the product. Perpetual does this under The Trust Company (RE Services) Limited Responsible Entity, part of the Perpetual Group. ABN 45 003 278 831. AFSL No 235150.