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 Interviewed: Four Baskets For Equities Portfolio

Nov 06 2020

Transcript of interview from early August, in which the FNArena Editor shares his insights about buying quality stocks, his four baskets for portfolio construction, and what to look for in reporting season.


Rudi’s View: Equities Portfolio For 2021

Oct 29 2020

In this week’s Weekly Insights: -Equities Portfolio For 2021-World’s Worst Salesman?-Rudi Talks-Research Reports To Download Equities Portfolio For 2021 By…


Rudi’s View: Quality & Growth, Confidence & Execution

Oct 22 2020

In this week’s Weekly Analysis: -Quality & Growth: Confidence & Execution-Value Versus Growth The Chart That Confirms-That Dreadful ASX Website…


FNArena Book Review: Good To Great

Oct 20 2020

Good To Great by Jim Collins, first published in 2001, still contains plenty of valuable insights for today’s investor looking for that special kind of corporate breed


Rudi’s View: Identifying Greatness

Oct 01 2020

Identifying Greatness By Rudi Filapek-Vandyck, Editor FNArena I recently finished reading Good To Great. Why some companies make the leap…


Rudi’s View: Gold, Conviction Calls & Early Results

Aug 13 2020

Dear time-constraint investor: uncertainty remains, while gold will surprise the many fans, and conviction calls changes ahead of the August…


The Future Of Healthcare Has Already Arrived

Jul 22 2020

Covid-19 and lockdowns have accelerated the success of telehealth services with Australian companies among key beneficiaries


Rudi’s View: What’s Wrong With CSL?

Jul 16 2020

Dear time-poor investor: the debate continues about what to expect from economies and equities in the year(s) ahead, plus a…


Lessons Learned From 5.5 Years Of All-Weather Portfolio

Jul 02 2020

Lessons Learned From 5.5 Years All-Weather Portfolio By Rudi Filapek-Vandyck, Editor FNArena Excluding any unforeseen calamities with the June 30…


Rudi’s View: Two Poles Apart

May 28 2020

Dear time-poor investor: the share market remains split in two opposing baskets In this week's Weekly Insights: -Two Poles Apart-REITs in…



Analyse The Market From A Different Angle