All-Weather Stock

By Rudi Filapek-Vandyck, Editor Time For Appreciating Quality My biggest surprise, when overlooking the local share market this week, is…

Apr 02 2025

Investment Opportunity Forecast

It has become the ‘unofficial’ tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…

Feb 17 2025


Investment Opportunity Forecast

A review of what happened in 2024 and what may well be in store for the year(s) ahead for the All-Weather Model Portfolio

Jan 15 2025

Doctor Touching On Apple Ipad with latex glove

Pro Medicus’ growth story is far from over. How should investors deal with the valuation challenge of one of Australia’s premium growth companies?

Dec 19 2024


Previous Stories

Aussie Equities: Where Is True Value?

Jun 06 2018

In this week's Weekly Insights: -Aussie Equities: Where Is True Value? -No Weekly Insights Next Week -Rudi Talks -Rudi On…


Rudi’s View: Quality Is Not In A Bubble

May 10 2018

In this week's Weekly Insights (this is Part Two): -Quality Is Not In A Bubble -Conviction Calls -Middle Class Poverty?…


Rudi’s View: Credit Corp, Nearmap, And The Banks

Apr 27 2018

In this week's Weekly Insights (this is Part Two): –Outlook 2018: A Complex Equities De-Rating -Slowing Growth, Rising Yields, High…


Have You Been Paying Attention?

Mar 14 2018

In this week's Weekly Insights (published in two separate parts): -Have You Been Paying Attention? –More Snippets Post Feb Reporting Season…


Tale Of Two Consumer Stocks

Jan 31 2018

In this week's Weekly Insights (first edition of the new year): -Welcome To 2018 -Tale Of Two Consumer Stocks -Conviction…


Make Risk Your Friend: Don’t Ignore The Future

Nov 29 2017

In this week's Weekly Insights (published in two separate parts): -This Is It Folks! -Make Risk Your Friend: Don't Ignore…


Australian Equities: Angels, Falling And Rising

Nov 08 2017

In this week's Weekly Insights (published in two separate parts): -Australian Equities: Angels, Falling And Rising -The Many Joys Of…


Not In The Mood

Sep 13 2017

In this week's Weekly Insights (published in two separate parts): -Not In The Mood -Conviction Calls: CLSA, Morgans, Wilsons, CS,…


How To Invest In All-Weather Stocks?

Aug 16 2017

In this week's Weekly Insights: -How To Invest In All-Weather Stocks? -Shorter Format During Reporting Season -Rudi On BoardRoomRadio -2016…


Rudi’s View: Bigger Picture – Trends

Jul 13 2017

Four charts showing three different long term trends. Which one would you prefer to have in your portfolio?



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