All-Weather Stock

After my presentation and Q&A in Toowoomba, Queensland yesterday (having endured the teasing prior to the State of Origin later on the day) I sat down with a few of the local investors to talk investing and markets in a more informal setting

May 28 2026

Healthcare remains under pressure, and troubled CSL is not helping, but the market is warming yet again to future AI beneficiaries

May 13 2026


Profit warnings are arriving for Australian investors. This type of risk is unlikely to subside when the war ends (hopefully soon)

Apr 22 2026

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Apr 09 2026


Previous Stories

Rudi’s View: All-Weather Stocks – Back In Fashion

Mar 22 2023

In this week's Weekly Insights: -Banks Need Confidence (Lots Of It)-All-Weather Stocks – Back In Fashion-All-Weathers: Post-February-Research To Download By…


Rudi Interviewed: Tough February

Feb 16 2023

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


Rudi’s View: Regrets, 2022 Delivered A Few

Dec 01 2022

In this week's Weekly Insights: -Final Weekly Insights For 2022-Regrets, 2022 Delivered A Few-Conviction Calls By Rudi Filapek-Vandyck, Editor Final…


Rudi’s View: Re-Opening Opportunities In Healthcare

Nov 17 2022

In this week's Weekly Insights: -Re-Opening Opportunities In Healthcare-Conviction Calls-Research To Download-FNArena Talks-AIA Investor Day In Sydney By Rudi Filapek-Vandyck,…


Rudi’s Views: Pre-August Observations

Jul 21 2022

In this week's Weekly Insights: -Pre-August Observations-Reporting Season: Early Signals-ASX/S&P Index Rebalance Predictions-Conviction Calls-All-Weather Model Portfolio-FNArena Talks By Rudi Filapek-Vandyck,…


Rudi’s View: Peter’s Portfolio Reviewed

Apr 13 2022

Peter's Portfolio Reviewed By Rudi Filapek-Vandyck, Editor FNArena Occasionally I am being asked to cast my eye over someone's investment…


Rudi’s View: All-Weather Stocks, Some Answers

Jan 20 2022

FNArena regularly receives questions about my research into All-Weather Performers. An attempt to answer recent questions in bulk.


Rudi’s View: 29Metals, Calix, Chalice Mining, Incitec Pivot, Telstra & Qantas

Jan 13 2022

In today's update: -Conviction Calls-All-Weather Performers-All-Weather Model Portfolio-AIA Conference In March By Rudi Filapek-Vandyck, Editor FNArena Happy New Year, and…


Rudi’s View: The Secret Ingredient

Nov 25 2021

In this week's Weekly Insights: -The Secret Ingredient-Conviction Calls-Research To Download-All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena The Secret…


SMSFundamentals: The Basics Of Portfolio Construction

Nov 03 2021

Many an investment portfolio suffers from a lack of structure and/or a well-thought out strategy. The FNArena Editor shares his own insights via the experience with the All-Weather Model Portfolio



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