Strategy
Momentum
Australia

ASX Momentum Performance Update

15 Jun 2020
By
This is a monthly update of our ASX Momentum Strategy. All performance information is taken from a live model account that follows all advice as per the strategy but doesn't include brokerage.

Last Updated: 15 June 2020

Performance figures stated from December 31 2019 onward are referencing results of the 10 stock ASX Momentum Strategy. Figures stated prior to December 31 2019 are referencing results generated by the original ASX Momentum Strategy, which began as a 5 stock portfolio.

Rolling Returns

One MonthTwelve MonthsSince Inception (p.a.)
ASX Momentum Strategy6.31%-23.31%5.90%
ASX 100 Index3.85%-6.99%1.39%

Annual Returns

2016*2017201820192020 (YTD)
ASX Momentum Strategy17.58%14.50%5.02%2.89%-13.37%
ASX 100 Index9.33%12.68%-0.91%25.72%-13.32%

Monthly Returns

JanFebMarAprMay*JunJulAugSepOctNovDecTotal
2016-1.43%2.99%11.17%0.25%0.04%2.33%-1.01%2.54%17.58%
20179.02%2.12%-6.12%-6.21%4.55%9.42%-6.22%4.82%1.40%2.95%-0.22%-0.22%14.50%
2018-1.29%7.26%-0.84%3.15%0.57%6.95%-0.49%3.06%-0.86%-9.00%-2.42%-0.14%5.02%
2019-1.57%1.02%7.63%3.39%5.03%6.47%6.54%-9.99%-6.52%-12.24%7.95%-2.05%2.89%
20208.87%-10.95%-17.76%6.94%1.59%-13.37%

*From 18 May 2016

Rivkin does not ever provide 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.

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Ed L.

Do you have any data on the performance of the momentum strategy top 5 recommendations vs the asx100, asx200, asx300?

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