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: It’s Special vs Cheap, But Who’s Most At Risk?

May 29 2024

By Rudi Filapek-Vandyck, Editor From the moment one starts looking for that 'special' corporate quality on the ASX, it is…


Premium ARB Corp Keeps Delivering The Goods

May 16 2024

ARB Corp’s third-quarter performance showcased why shares continue to trade at a premium to the Small Industrials Index


Rudi’s View: More Positives Than Negatives

May 15 2024

In this week's Weekly Insights: -More Positives Than Negatives-New Market Leadership?-2024 The Year Of Gold Miners?-All-Weathers Welcome Soul Pattinson-Model Portfolios,…


Rudi’s View: Arcadium Lithium, Goodman Group, Paladin, Pexa & Treasury Wine

May 09 2024

By Rudi Filapek-Vandyck, Editor Best Buys & Conviction Calls As promised in Monday's Weekly Insights, below are the latest Model…


Rudi’s View: Opportunity In Data Centres

May 08 2024

Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…


Rudi’s View: Quality Reigns, And How To Identify It

May 01 2024

In this week's Weekly Insights: -Quality Reigns, And How To Identify It-Macquarie's ASX Quality Compounders By Rudi Filapek-Vandyck, Editor Quality…


Rudi’s View: A Market Narrative Delayed

Apr 24 2024

In this week's Weekly Insights: -A Market Narrative Delayed-Conviction Calls & Best Buys-Rudi Unplugged – The Video By Rudi Filapek-Vandyck,…


Rudi’s View: Lessons & Observations From ASX All-Weathers

Apr 10 2024

In this week's Weekly Insights: -Lessons & Observations From ASX All-Weathers-Conviction Calls & Best Buys-June Index Rebalancing By Rudi Filapek-Vandyck,…


Rudi’s View: (In Search Of) The Holy Grail

Apr 04 2024

Has the FNArena Editor identified The Holy Grail for successful long term investing?


Rudi’s View: Healthcare Under The Scanner

Mar 13 2024

In this week's Weekly Insights: -Healthcare Under The Scanner-February 2024; The Final Verdict-Rudi Unplugged, In April By Rudi Filapek-Vandyck, Editor…



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