All-Weather Stock
In today’s update:
-US Equities not over-valued (!?)
-Question received about CSL
-Question received about Macquarie Technology
-Question whether expansion into the US is a graveyard for corporate Australia
Sep 11 2025
In this week’s Weekly Insights:
-Early August Signals & Observations
-Next Week
-In preparation of August
-Review All-Weather Model Portfolio
Aug 20 2025
In this week’s Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns-Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end…
Jul 02 2025
By Rudi Filapek-Vandyck, Editor A few weeks ago I was asked to provide some performance statistics for stocks held in…
Jun 25 2025
Previous Stories
Rudi’s View: Join The CSL Challenge
Jan 14 2019
It’s the beginning of a new calendar year and FNArena Editor Rudi Filapek-Vandyck throws his gauntlet into the public arena: who dares to take up the CSL Challenge?
Rudi’s View: All-Weather Portfolio Considerations
Nov 30 2018
In this week's Weekly Insights (this is Part Two): -Late Shock: 2018 Is The Annus Horribilis -Outlook 2019: The 'Bear' That…
Rudi’s View: Macquarie, Aristocrat Leisure And Emeco
Oct 18 2018
In this week's Weekly Insights (this is Part Two): –Out With The Garbage –Change: Rudi On TV -Zimbabwe on Top…
Out With The Garbage
Oct 17 2018
In this week's Weekly Insights (published in two parts): -Out With The Garbage -Change: Rudi On TV -Zimbabwe on Top…
Rudi’s View: All-Weather Model Portfolio
Oct 04 2018
Last week a reader sent through the questions regarding the FNArena/Vested Equities All-Weather Model Portfolio. I have decided to share my response with a broad audience as I think many more might be interested.
It’s Different This Time, Not A Bubble
Sep 19 2018
In this week's Weekly Insights (published in two parts): –It's Different This Time, Not A Bubble -August Reporting Season: The…
Rudi’s View: Telstra, BHP And Netwealth
Jul 19 2018
In this week's Weekly Insights (this is Part Two): -Is 'Value' Investing Now Dead? -Conviction Calls -All-Weather Stocks: Bell Potter…
Is ‘Value’ Investing Now Dead?
Jul 18 2018
In this week's Weekly Insights (published in two parts): -Is 'Value' Investing Now Dead? -Conviction Calls -All-Weather Stocks: Bell Potter…
The Triumph Of Quality
Jul 11 2018
In this week's Weekly Insights (published in two parts): -The Triumph Of Quality -Share Market Sweet Spot -Conviction Calls -Rudi…
Aussie Equities: Where Is True Value?
Jun 06 2018
In this week's Weekly Insights: -Aussie Equities: Where Is True Value? -No Weekly Insights Next Week -Rudi Talks -Rudi On…
