Discretionary TEST About

Discretionary Stock Picks give you access to individual trade and investment ideas across Australia, the US, Europe, and other global markets.

This strategy, managed directly by Portfolio Manager James Woods, is designed for investors who prefer a flexible, pick-and-choose approach. You decide which opportunities to act on, how much to allocate, and how each idea fits into your broader portfolio, while Rivkin provides the research, insights, and ongoing updates to support your decision-making

How does Discretionary Stock Picks Work?

Meet James Woods

James Woods is a Senior Portfolio Manager and plays a key role in shaping Rivkin’s investment strategies. With deep expertise in equities, macro trends, and thematic investing, James focuses on identifying high-conviction opportunities supported by disciplined research and a clear, process-driven investment framework.

With over a decade of experience in financial markets, James brings a methodical and insights-driven approach to investing, blending quantitative analysis, technical evaluation, and fundamental research. His ability to identify emerging themes and manage risk effectively has been a key driver behind the strategy’s ongoing consistency and value for Rivkin Report members.

Need to Know

How to Use Discretionary Stock Picks

1. Pick – Choose opportunities that match your risk profile.
2. Act – Enter when marked buy, exit when notified (email/SMS).
3. Size Smartly – No minimum suggested amount, but trade sizes should be efficient relative to brokerage costs (e.g. $10 brokerage on $2,000 = 0.5%).

Staying Updated

We know markets move quickly, so we keep members informed every step of the way:

• Stock Updates – If there’s important news on an open recommendation, we share it with you — cutting through the noise and focusing only on what’s essential.
• Weekly Videos – Each week, our analysts discuss the current recommendations, review overall market sentiment, highlight key developments within the stock picks, and answer member questions related to them.

This way, you’re always kept in the loop with timely insights and clear commentary.

Methodology & Research Approach

For over 27 years, the Rivkin Report has been helping Australians invest with confidence. Our focus has always been on making investing simpler and more actionable — cutting through the noise and giving members straightforward trade ideas backed by disciplined research.

Here’s how each idea is built:

• 🔎 Research First, Ideas Second
  We scan across Australia, the US, Europe, and other global markets. From there, we combine fundamental analysis (company earnings, balance sheets, sector trends) with technical signals (momentum, RSI, mean reversion) to uncover opportunities.
• 🌏 Global Perspective, Local Relevance
  While many opportunities are ASX-listed, we also look abroad to capture global themes and bring members a broader set of ideas than the local market alone can offer.
• 👥 Experience You Can Lean On
  Our analysts have decades of combined experience across equities, ETFs, options, and currencies. Each recommendation is reviewed and tested before it’s shared with members.
• ⏱️ Clarity on Timing
  We only publish an idea once we believe the entry point is right. You’ll also receive updates as trades develop, and alerts when it’s time to close a position.

Why It Works

Unlike a fixed portfolio, Discretionary Stock Picks give you flexibility and control:

• Fresh ideas every week
• Opportunities across markets and sectors
• Options across short, medium, and long-term timeframes
• Transparent reasoning and full performance tracking
• Backed by Rivkin’s 27+ years of research and support

You stay in charge, while we provide the insights to act with confidence.

Key Terms Explained

📊 Basics

• Stock Code – Trading ticker (e.g. BHP.AX).
• Stock Name – Company/security name.
• Type – Instrument type: share, ETF, CFD, option, FX pair, etc.

⏱️ Timeframe

• Hold Period – Expected timeframe: short (<1m), medium (1–6m), long (>6m). May be closed earlier if targets are hit.

⚖️ Risk & Direction

• Volatility – Each recommendation is rated low, medium, or high to show how much the price tends to move. This helps you quickly gauge the trade’s intensity and decide if it suits your comfort level.
• Long/Short – Long = profit from rising prices. Short = profit from falling prices (often via CFDs, which carry higher risk).

💡 Why We Chose It

• Reasoning – Fundamental (balance sheet, earnings, sector outlook) or Technical (RSI, momentum, mean reversion).

💵 Performance Tracking

• Entry Date – When the recommendation was made.
• Curr. – Base currency (AUD, USD, or FX).
• Entry Price – Price at time of recommendation.
• Current Price – Latest traded price.
• Income – Dividends/distributions received (gross).
• Return % – Total return since entry (capital + income).