FNArena’s Weekly Insights – February 05 2024
In this week’s Weekly Insights (the first in 2024):
-All-Weather Model Portfolio
-Rudi Unplugged
-February Trepidation
By Rudi Filapek-Vandyck, Editor
Weekly Insights returns with a bang this week, as too much material forces me to publish this week’s update in two separate parts.
The story below is best read in conjunction with the Part Two follow-up which will be published on the website on Thursday, zooming in on potential winners and losers in February, alongside best ideas, conviction calls and strategy preferences.
As per always, I hope you’ll enjoy it and are able to use the input to your personal advantage.
All-Weather Model Portfolio
On occasion, we receive questions about the All-Weather Model Portfolio and it’s probably but a fair assessment we can do a better job with updating and communicating all things relating to the portfolio.