How Rivkin Local's high-performing Blue Chip Portfolio works

In the never-ending search for the latest hot sector, investors often forget about the simple, consistent and proven investment strategies. 

Open for investment only four times a year, Rivkin Local's Blue Chip Portfolio is exactly that. It’s a low-maintenance, diversified, high-performing*, dividend-paying investment strategy  perfect for anyone who wants security and simplicity.

And don't forget returns: Since inception in 2009, our Blue Chip Portfolios have returned annually on average 21.06%* (excluding franking credits, too), which is an overall outperformance above the ASX200 Accumulation Index of 9.21%. 

The Rivkin Local blue chip portfolio is one of three strategies that Rivkin Local follows. The other two strategies are Income (ASX hybrids - read more about hybrids here), and Events (takeover opportunities - read more about how takeovers work here)

How the portfolio works

*Past performance is not indicative of future performance. 

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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. We strongly suggest that you consult an independent, licenced financial advisor 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 a Product Disclosure Statement, 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.