All-Weather Stock
In an era of significant disruption, everything ‘old’ needs to be questioned and re-assessed, including the concept of All-Weather stocks
Jul 22 2026
In today’s edition: AI To The Rescue; All-Weather Or Not?; RBC Likes Zip Co
Jun 25 2026
The past century has witnessed Australian equities turning into the world’s top performers, long term, but that’s not necessarily how local investors perceive it. Especially not in 2026
Jun 24 2026
In this week’s edition: (More) Patience Required; What To Buy Ahead Of June 30; What Not To Buy (Sell) Ahead Of June 30
Jun 18 2026
Previous Stories
Rudi’s View: Ten Years Of All-Weather Model Portfolio
Jun 25 2025
By Rudi Filapek-Vandyck, Editor A few weeks ago I was asked to provide some performance statistics for stocks held in…
FNArena Visits NextDC’s S3 Data Centre
Jun 19 2025
FNArena received a bird’s eye view on what it takes to develop critical infrastructure for Australia’s growing demand for cloud computing and AI
Rudi’s View: Macquarie Technology (Stock In Focus)
Jun 18 2025
In Weekly Insights this week: -Macquarie Technology’s Integrated Data Centre Services-FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in…
Rudi’s View: How Do We Value The Future?
May 28 2025
By Rudi Filapek-Vandyck, Editor Invest in the future is an oft provided free piece of advice to investors, including by…
Rudi’s View: Is Buy The Dip Changing Markets?
May 21 2025
In today’s Weekly Insights: -Is Buy The Dip Changing Markets?-Compare The Pair: Expensive Versus Cheap By Rudi Filapek-Vandyck, Editor Is…
Rudi’s View: CSL & NextDC
May 08 2025
Your Editor attended presentations by CSL and NextDC this week
Rudi’s View: Time For Appreciating Quality
Apr 02 2025
By Rudi Filapek-Vandyck, Editor Time For Appreciating Quality My biggest surprise, when overlooking the local share market this week, is…
Rudi Interviewed: Turning Laggards Into Winners
Feb 17 2025
It has become the ‘unofficial’ tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…
Rudi’s View: All-Weather Portfolio In 2024
Jan 15 2025
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
Pro Medicus, A Global Software Super Star
Dec 19 2024
Pro Medicus’ growth story is far from over. How should investors deal with the valuation challenge of one of Australia’s premium growth companies?
