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

Time To Diversify The Portfolio?

Nov 28 2019

Dear time-poor reader: Quality has proved the absolute winner in Australian equities, but has the time come to diversify through…


Positive Momentum Continues For CSL

Nov 14 2019

Dear time-poor reader: why CSL continues enjoying upward momentum plus further updates on broker Conviction Calls In this week's Weekly…


25 Years CSL: What Can We Learn?

Oct 24 2019

Dear time-poor reader: what can investors learn from 25 years of CSL on the ASX? In this week's Weekly Insights:…


The Quality Of Quality Continues To Show

Aug 28 2019

Dear time-poor reader: August corporate reporting is once again putting quality in focus. In this week's Weekly Insights: -The Quality…


August Reporting Season: Early Progress Report

Aug 15 2019

Dear time-poor reader: early update on corporate results, plus a longer-term assessment of CSL. In this week's Weekly Insights: -Financial…


Rudi’s View: CSL, Ramelius And Sonic Healthcare

Aug 09 2019

Dear time-poor reader: Part Two offers Conviction Calls, and an update on the CSL Challenge. In this week's Weekly Insights (published in…


Rudi’s View: All-Weather Portfolio, Charts & Conviction Calls

Jul 19 2019

In this week's Weekly Insights (this is Part Two): -In Search Of 'Value', Avoiding 'Cheap Junk' -All-Weather Portfolio Update -Unveiling…


Rudi’s View: Afterpay Touch, Nearmap, And a2 Milk

Jul 12 2019

In this week's Weekly Insights (this is Part Two): –This Too Shall Pass -The Other Story About Small Caps -Afraid…


Do I Have A Few Surprises For (Most Of) You!

Jul 04 2019

In this week's Weekly Insights (published in two parts): -Do I Have A Few Surprises For (Most Of) You! -M&A…


In Quality We Trust

May 30 2019

In this week's Weekly Insights (published in two parts): -Conviction Calls, Part I –In Quality We Trust -Conviction Calls, Part…



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