Rudi's Views

Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy. Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Post GFC, he dedicated his research to finding All-Weather Performers. See also "All-Weather Performers" on this website, as well as the Special Reports section.

Rudi's Previous Views

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: Price Targets Can Be Your Friend

Jun 25 2020

Dear time-poor investor: stockbroker price targets can be a handy tool for investors, when treated with intelligence and experience –Price…

Rudi’s View: Value Stocks & Conviction Calls

Jun 19 2020

In today's Rudi's View: -‘Swoosh’ They Said-V Means Value-Value Means Australia-Morgans’ Model Portfolios-Buying On Weakness-The Next Mini-Cycle-Soon: The Central Bank…

Momentum Swings Now Maketh The Market

Jun 18 2020

Dear time-poor investor: as investor enthusiasm has temporarily run out of breath, not every ASX-listed stock is treated equally -Momentum…

Rudi’s View: ABC Of Equities Recovery Rally

Jun 04 2020

Dear time-poor investor: if this week’s data insights don’t surprise you then I don’t know what will In this week's…

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…

In Search Of The Dividend Sweet Spot

May 21 2020

Dear time-poor investor: new research by Morgan Stanley has identified ASX sweet spots for dividend-oriented investors In Search Of The Dividend…

Rudi’s View: Reliable Dividends On The ASX

May 15 2020

Dear time-poor investor: a line-up of reliable & sustainable dividend paying companies on the ASX In this Rudi’s View: -Reliable…

Rudi’s View: Investing For Income, The Smart Way

May 14 2020

Dear time-poor investor: the impact from this year’s tragedy for income investors is worse because of faulty strategies In this week's…

Rudi’s View: Share Market Trends Will Be Tested

May 07 2020

Dear time-poor investor: share markets have rallied in the absence of timely economic insights. Meanwhile, not every stock is being…

Rudi On TV

-Regular appearances on AusbizTV:

-Thursday, noon-1pm, The Call (fortnightly)

-Friday, around 11am, talking Brokers Call (weekly)

-Less regular appearances on Spotee on TickerTV and on SwitzerTV

Rudi On Tour In 2020

-webinar CPA SMSF Discussion Group, Sep 16

-webinar ASA, Sep 22