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

The Future Of Healthcare Has Already Arrived

Jul 22 2020

Covid-19 and lockdowns have accelerated the success of telehealth services with Australian companies among key beneficiaries


Rudi’s View: What’s Wrong With CSL?

Jul 16 2020

Dear time-poor investor: the debate continues about what to expect from economies and equities in the year(s) ahead, plus a…


Lessons Learned From 5.5 Years Of All-Weather Portfolio

Jul 02 2020

Lessons Learned From 5.5 Years All-Weather Portfolio By Rudi Filapek-Vandyck, Editor FNArena Excluding any unforeseen calamities with the June 30…


Rudi’s View: Two Poles Apart

May 28 2020

Dear time-poor investor: the share market remains split in two opposing baskets In this week's Weekly Insights: -Two Poles Apart-REITs in…


Rudi’s View: Cheap Quality & Conviction Calls

Apr 10 2020

Dear time-poor reader:  Cheap Quality stocks and Conviction Calls for (re)building portfolios In today's Rudi's View: -Joke Of The Day-Higher,…


Rudi’s View: All-Weather Stocks & Cash

Mar 19 2020

Dear time-poor reader: this Bear Market is changing the world, literally, in front of our eyes In This Week's Weekly…


Rudi’s View: This Crisis Ain’t Over

Mar 16 2020

Message from FNArena Editor Rudi Filapek-Vandyck to subscribers on Saturday


Rudi’s View (Part 2): Iress, Oz Minerals And Super Retail

Jan 17 2020

Part Two of the calendar year’s first update on Conviction Calls for the year ahead.


Rudi’s View: Xero, Treasury Wine And Appen

Jan 16 2020

First update for the new calendar year and already plenty of material to combine. Which is why Part Two will follow suit on Friday morning (tomorrow).


Time To Diversify The Portfolio?

Nov 28 2019

Dear time-poor reader: Quality has proved the absolute winner in Australian equities, but has the time come to diversify through…



Analyse The Market From A Different Angle