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
Ask FNArena: CSL, Charter Hall & Dexus
Dec 16 2024
Earlier this month we asked investors to send in their questions. Today, we answer two questions received
Rudi’s View: A Cautious Preview Into 2025
Dec 04 2024
By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead…
Rudi’s View: Trump Beneficiaries & TechOne
Nov 28 2024
Updates on stock picker’s favourites and Model Portfolio adjustments
Rudi’s View: Confidence In Quality Rewarded
Nov 27 2024
By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock…
Rudi’s View: Ten Highflyers With More Upside Potential
Oct 02 2024
In this week’s Weekly Insights: -Ten Highflyers With More Upside Potential-FNArena Talks-All-Weather Research: Post-August Changes-FNArena on Saturday By Rudi Filapek-Vandyck,…
Rudi’s View: Aussie Banks & TechOne
Aug 01 2024
Updates on strategies, model portfolios, key picks, best buys and conviction calls
Rudi’s View: How To Invest Allan’s $300k, Part 2
Jul 25 2024
Part Two of this week’s Weekly Insights on how to invest $300k
Rudi’s View: How To Invest Allan’s $300k
Jul 24 2024
In this week’s Weekly Insights: -More Coverage In Stock Analysis-How To Invest Allan’s $300k-FNArena Video-Special Report on Ai By Rudi…
Rudi’s View: All-Weather Portfolio in FY24; Growth Not Value
Jul 10 2024
A review of the All-Weather Portfolio over the past three years, including the misses, bloopers, regrets… and valuable lessons
Steadfast’s Long March
Jul 02 2024
Insurance broker Steadfast is taking a measured, longer term approach to domestic and international expansion, organically and inorganically
