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: Quality Is Not In A Bubble
May 10 2018
In this week's Weekly Insights (this is Part Two): -Quality Is Not In A Bubble -Conviction Calls -Middle Class Poverty?…
Rudi’s View: Credit Corp, Nearmap, And The Banks
Apr 27 2018
In this week's Weekly Insights (this is Part Two): –Outlook 2018: A Complex Equities De-Rating -Slowing Growth, Rising Yields, High…
Have You Been Paying Attention?
Mar 14 2018
In this week's Weekly Insights (published in two separate parts): -Have You Been Paying Attention? –More Snippets Post Feb Reporting Season…
Tale Of Two Consumer Stocks
Jan 31 2018
In this week's Weekly Insights (first edition of the new year): -Welcome To 2018 -Tale Of Two Consumer Stocks -Conviction…
Make Risk Your Friend: Don’t Ignore The Future
Nov 29 2017
In this week's Weekly Insights (published in two separate parts): -This Is It Folks! -Make Risk Your Friend: Don't Ignore…
Australian Equities: Angels, Falling And Rising
Nov 08 2017
In this week's Weekly Insights (published in two separate parts): -Australian Equities: Angels, Falling And Rising -The Many Joys Of…
Not In The Mood
Sep 13 2017
In this week's Weekly Insights (published in two separate parts): -Not In The Mood -Conviction Calls: CLSA, Morgans, Wilsons, CS,…
How To Invest In All-Weather Stocks?
Aug 16 2017
In this week's Weekly Insights: -How To Invest In All-Weather Stocks? -Shorter Format During Reporting Season -Rudi On BoardRoomRadio -2016…
Rudi’s View: Bigger Picture – Trends
Jul 13 2017
Four charts showing three different long term trends. Which one would you prefer to have in your portfolio?
Don’t Be Fooled By Appearances
May 31 2017
In this week's Weekly Insights: -Don't Be Fooled By Appearances -No Weekly Insights Until June 19th -A Dentist's Smile In…
