This strategy invests in ten stocks contained within the ASX 50 index. It is adjusted on an ‘as-needed’ basis, based on a monthly check, to ensure we continue to hold the optimal portfolio. Based off the popular US strategy, ‘The Dogs of the Dow’, the Blue Chip strategy has been backtested3 over 22 years and selects ten of the top 50 Australian stocks. This strategy represents a simple, yet robust, diversification option that has continually outperformed the Australian market. We advise that members buy equal proportions of the ten recommended stocks to hold for the long term. From there, optimisation is only needed upon instruction, which occurs on average four times per year (but can be more or less frequent).
The Blue Chip strategy has been run by Rivkin since 2009 and has been one of our most popular strategies during that time. As we regularly improve our strategies, the results above include back-tested results prior to 1 November 2017 based on the current strategy model.
*Performance data for the ASX Blue Chip strategy relies on backtested data prior to 1 Nov 2017 and live results post that date. **Past performance is no guarantee to future performance. ^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.
The Blue Chip portfolio has slightly higher volatility than the broader market but sees around two thirds of months with a positive return.
*Performance data for the ASX Blue Chip strategy relies on backtested data prior to 1 Nov 2017 and live results post that date. **Past performance is no guarantee to future performance
|Item||ASX Value||ASX Blue Chips||ASX Momentum||ASX Income||ASX Event||US Momentum||US Value||US Long/Short||FX & Liquid Market|
|Average No. of Trades Per Year||29||19||24||2||10||48||46||36||120|
|% Positive Months||68%||66%||67%||74%||89%||60%||61%||59%||59%|
|Average Monthly Return||1.38%||0.97%||2.12%||0.22%||0.12%||1.59%||1.24%||1.09%||1.02%|
ASX Blue Chip Trades
|Status||Stock Name||Code||Entry Month||Entry Price||Distributions Paid||Exit Month||Exit Price||Gross Return (%)|
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