Don’t know what shares to invest in? Build your investment portfolio based on expert guidance and get updates on what shares to buy and sell. Choose from five portfolios covering Aussie and US markets.
Why choose Investment Portfolios
- Three months free
Get three months free when you subscribe to the US Growth, ASX Growth or ASX Blue chip Portfolios* - Data-driven
Each Portfolio is constantly refined by data-driven insights to keep your portfolio balanced. - Simplified Investing
Build your portfolio with expert guidance and get updates on what shares to buy and sell. - Free brokerage
You'll still benefit from $0 brokerage on US, UK, Canadian and Japanese stocks. FX spreads apply.
*After your trial has expired, you will automatically be charged the monthly subscription fee.
How it works
1. Choose a portfolio that aligns with your goals and risk appetite.
2. Get a list of stocks to invest in based on the portfolio you’ve chosen.
3. When it's time for your portfolio to be re-balanced, we'll reach out and let you know what stocks to buy and sell.
Portfolio | Exposure | Risk appetite | Rebalance | Number of stocks |
|---|---|---|---|---|
US Growth | US growth stocks | High | Monthly | 14 |
ASX Growth | ASX growth stocks | High | Monthly | 14 |
ASX Blue Chip | ASX dividend-yielding stocks | High | Monthly | 10 |
ASX Income | ASX listed hybrid securities | Medium | 2-3 times/year | 7 |
ASX Event | Corporate actions | Medium | Anytime | Subject to change |
US Growth
Aim: Exposure to stocks in the US designed to generate returns via capital appreciation rather than dividend income.
Strategy: Invest in the top momentum stocks and large cap US stocks based on earnings sustainability and profitability.
ASX Blue Chip
Aim: Exposure to Aussie stocks that are well established and have the highest dividend yields.
Strategy: Invest in the highest dividend yielding stocks in the ASX 50 and hold them until their share price increases enough to return the dividend yield back to an average level.
Other Portfolios available
ASX Event – seeks to profit from corporate actions such as takeovers, share buy backs and company windups.
ASX Growth – focus on Aussie growth stocks to generate wealth through capital appreciation.
ASX Income – aims to generate passive income from the highest yielding hybrid securities.
Subscription fees
Get expert guidance from as little as $20 a month.
Portfolio | Monthly cost |
|---|---|
US Growth | $20 |
ASX Growth | $20 |
ASX Blue Chip | $20 |
ASX Income | $20 |
ASX Event | $50 |
The information, data, analyses and opinions (“Information”) contained within our ‘Investment Portfolios' and associated ‘Analysis + Updates' publications are provided by Rivkin Securities Pty Ltd (ABN 87 123 290 602; AFSL 332 802) (“Rivkin”), an external source, and (1) include the proprietary information of Rivkin and its content providers; (2) may not be copied or redistributed except as specifically authorised; (3) do not constitute personal financial product advice as they have been prepared without considering your objectives, financial situation or needs; (4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; (6) may be drawn from data published on various dates. Neither CMC Markets nor Rivkin is responsible for any trading decisions, damages or other losses related to the Information or its use. CMC Markets and Rivkin are not representatives of each other. The Information is not intended as and does not constitute an offer or solicitation for the purchase or sale of any financial instrument. CMC Markets is an execution only service and does not endorse or recommend any Information contained within the publication. You should use your own judgement when using this service. We do recommend that you use as many different sources of information as possible when analysing market developments and we do not warrant the suitability of this service as a trading aid. Please verify all of the Information before using it and don't make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up. Any Information shall only be available in the English language, irrespective of any language preference you have specified on the Platform.
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Investment Portfolios
Frequently asked questions
Why do I need to enter my contact details before subscribing?
This is to verify the identity of the cardholder when making a card transaction. It helps ensure your payment is successful as these details can be different to your account details. We store this information for future payments and easier processing.
What if I need to update my card payment details?
Update card payment details via the manage subscription page on the platform. An authorisation charge of $1 will be made to verify the card is valid, and your card hasn't been lost or stolen. This temporary charge will be refunded within 1—3 business days.
Do you provide financial advice on your portfolios?
We provide general advice which doesn't consider your personal situation. Please consider your own circumstances before buying any of our products or acting on our general advice or recommendations.
How do I cancel my subscription?
Cancel your portfolio subscription via the manage subscription page up to 24 hours before your next payment date to avoid charges. You'll be removed from the next billing cycle when your cancellation is processed. Your access will remain open until the subscription expiry date.
How do I manage my subscriptions?
Investment portfolio management is simple via the manage subscription page on the platform. You can also update your card payment details, card contact details, and view your next billing date for each active portfolio.
Are any Investment Portfolios free?
A 3-month free trial on one portfolio is available to help you learn more about our Investment Portfolios. You can choose either the ASX Blue Chip Portfolio, ASX Growth Portfolio or US Growth Portfolio.
After your free trial has expired, you will be automatically charged the monthly subscription fee. Read our Financial Services Guide. We will send you an email one week prior to the free trial ending, so you can manage your subscription. Cancel any time up to 24 hours before your renewal date to avoid charges.
We also offer free analysis and market commentary, including a regular Morning Market Wrap, if you're not ready to subscribe.
Do I need to subscribe to view an Investment Portfolio?
Yes, our portfolios are for subscribers only. Subscribers get full access to our clear and actionable buy and sell recommendations. They also receive email updates on chosen portfolios, related news and analysis articles, and access to past performance and trade recommendations.
A subscription fee is charged monthly by debit or credit card. These subscriptions automatically renew on the anniversary of your subscription date. Cancel any time up to 24 hours before your next payment date to avoid charges.
How do I invest in a portfolio?
Once you've chosen an Investment Portfolio, you'll subscribe to details on its current stocks and future recommendations. You're always in control, so you'll choose how much you want to invest in the portfolio and allocate this evenly across its stocks. We'll notify you by email of the portfolio's updates and its buy/sell recommendations.
Further details on this process are available via the Investment Portfolios pages on your platform.
What is an Investment Portfolio?
Our investment portfolios are baskets of shares that cover the Australian and US markets. Each has its own risk and return profile, and maintenance requirements (i.e., what and when to buy and sell based off market conditions).
They're designed for those who want control over their investments, and those who aren't sure where to start but are looking to grow their own portfolio with the support of general trading advice and recommendations.
All our portfolios, except for ASX Event Portfolio, follow a systematic trading methodology. They are tested on a number of investment criteria depending on their objective (e.g. growth/income). This evaluation includes over 20 years of simulated results for a good understanding of the frequency of trading and how each portfolio may behave at different market stages.
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