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: A Lesson In Quality, And Investing
May 31 2023
By Rudi Filapek-Vandyck, Editor As investors, we all like to snap up a cheap bargain. But the truth is, cheaply…
Rudi’s View: Seeking Quality & Growth Offshore
May 03 2023
In todays Weekly Insights: -Confession Season… It's Baaaaaack!-Seeking Quality & Growth Offshore By Rudi Filapek-Vandyck, Editor Confession Season… It's Baaaaaack!…
Rudi’s View: Investing In Megatrends (The Other Ones)
Apr 26 2023
In this week's Weekly Insights: -Investing In Megatrends (The Other Ones)-Research To Download-FNArena Talks By Rudi Filapek-Vandyck, Editor Investing In…
Rudi’s View: (Not) About The Banks
Mar 29 2023
In this week's Weekly Insights: -More Data, More Brokers-US Recession More likely-(Not) About The Banks By Rudi Filapek-Vandyck, Editor More…
Rudi’s View: All-Weather Stocks – Back In Fashion
Mar 22 2023
In this week's Weekly Insights: -Banks Need Confidence (Lots Of It)-All-Weather Stocks – Back In Fashion-All-Weathers: Post-February-Research To Download By…
Rudi Interviewed: Tough February
Feb 16 2023
It has become the 'unofficial' tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…
Rudi’s View: Regrets, 2022 Delivered A Few
Dec 01 2022
In this week's Weekly Insights: -Final Weekly Insights For 2022-Regrets, 2022 Delivered A Few-Conviction Calls By Rudi Filapek-Vandyck, Editor Final…
Rudi’s View: Re-Opening Opportunities In Healthcare
Nov 17 2022
In this week's Weekly Insights: -Re-Opening Opportunities In Healthcare-Conviction Calls-Research To Download-FNArena Talks-AIA Investor Day In Sydney By Rudi Filapek-Vandyck,…
Rudi’s Views: Pre-August Observations
Jul 21 2022
In this week's Weekly Insights: -Pre-August Observations-Reporting Season: Early Signals-ASX/S&P Index Rebalance Predictions-Conviction Calls-All-Weather Model Portfolio-FNArena Talks By Rudi Filapek-Vandyck,…
Rudi’s View: Peter’s Portfolio Reviewed
Apr 13 2022
Peter's Portfolio Reviewed By Rudi Filapek-Vandyck, Editor FNArena Occasionally I am being asked to cast my eye over someone's investment…
