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: February Trepidation
Feb 07 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…
Rudi Interviewed: Megatrends A Go-Go
Feb 05 2024
In late January, I participated in Tech2024, a series of expert interviews on the outlook for technology companies in the year…
ResMed Recovery Turns Into Hollywood Script
Jan 31 2024
More troubles for key competitor Philips/Respironics suggests there could be more momentum shifting in ResMed’s favour
Rudi’s View: All-Weather Portfolio In 2023
Nov 29 2023
The story below was originally published in late November 2023. Performance indicators for the All-Weather Model Portfolio were drawn from…
Rudi’s View: Quality In Stocks; What Is It Good For?
Nov 22 2023
-Quality In Stocks; What Is It Good For?-Conviction Calls & Best Ideas-FNArena Talks By Rudi Filapek-Vandyck, Editor Quality In Stocks;…
Rudi’s View: Between Perception & Reality
Nov 15 2023
In this week's Weekly Insights: -Between Perception & Reality-Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor Between Perception &…
Rudi’s View: To Sell Or Not To Sell?
Oct 04 2023
In this week's Weekly Insights: -To Sell Or Not To Sell?-Conviction Calls and Best Ideas-FNArena Talks By Rudi Filapek-Vandyck, Editor…
Rudi’s View: ARB, Corporate Travel, Goodman Group, NextDC, Orora, Worley & Xero
Jul 26 2023
In this week's Weekly Insights: -Opportunities With A Five Year Horizon-Company Reports: Early Trends-Company Reports: Inflation-Company Reports: Conviction-Company Reports: Technology…
Rudi’s View: FY23 Returns – Details Matter
Jul 12 2023
In this week's Weekly Insights: -Earnings Forecasts: Slip Slidin' Away-FY23 Returns: Details Matter-Small Caps In Focus By Rudi Filapek-Vandyck, Editor…
Rudi’s View: Which Stocks To Buy?
Jun 28 2023
In this week's Weekly Insights: -Forecasts Under Pressure-Which Stocks To Buy? By Rudi Filapek-Vandyck, Editor Forecasts Under Pressure And when…
Analyse The Market From A Different Angle
Latest News
| 1 |
ASX Winners And Losers Of Today – 09-10-25Oct 09 2025 - Daily Market Reports |
| 2 |
Australia’s Data Centre Boom Marches OnOct 09 2025 - Australia |
| 3 |
The Short Report – 09 Oct 2025Oct 09 2025 - Weekly Reports |
| 4 |
ESG Focus: The Little Big Things – 09-10-2025Oct 09 2025 - ESG Focus |
| 5 |
Aussie Dividends Lagging Global TrendOct 09 2025 - International |