All-Weather Stock

Australian equities can be a source of enjoyment and plenty of rewards, but there are other times when share prices simply won’t cooperate with our plans and well-intentioned decisions

Sep 16 2026

In today’s edition: TechOne, Still The Number One; Rio Tinto Opens The August Season; Picking Winners Pre-August; Banks: Expensive, Or Maybe Less So; How To Value The Wesfarmers Quality?

Jul 30 2026


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


Previous Stories

Rudi’s View (Part 2): Iress, Oz Minerals And Super Retail

Jan 17 2020

Part Two of the calendar year’s first update on Conviction Calls for the year ahead.


Rudi’s View: Xero, Treasury Wine And Appen

Jan 16 2020

First update for the new calendar year and already plenty of material to combine. Which is why Part Two will follow suit on Friday morning (tomorrow).


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…



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