HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:
April 2025
HNW Monthly Performance – March 2025
During March, the HNW Australian Equity Portfolio declined -3.17%, slightly ahead of the ASX 200 TR return of -3.39%. Outside of gold, there were few places to hide in March, with the [...]
March 2025
HNW Monthly Performance – February 2025
During the volatile February reporting season, the HNW Australian Equity Portfolio declined by -3.18% ahead of the index’s return of -3.79%, a disappointing outcome as we were pleased with reporting season in [...]
February 2025
HNW Monthly Performance – January 2025
In January, the HNW Australian Equity Portfolio had a solid absolute month up +4.08% though trailing the ASX200 TR of +4.57%, an acceptable outcome for a lower beta portfolio, though frustrating for [...]
Portfolio Update – Amcor
The February 2025 reporting season kicked off today in a pleasing fashion. Amcor (AMC) This morning at the Australian investor unfriendly time of midnight, the world's largest consumer packaging company announced [...]
January 2025
HNW Monthly Performance – December 2024
In December, the HNW Australian Equity Portfolio declined by -2.70%, slightly better than the ASX200 TR of -3.15%, with hopes of a “Santa Claus” rally on the ASX dashed by the US Fed, [...]
December 2024
HNW Monthly Performance – November 2024
In November, the HNW Australian Equity Portfolio gained +3.8% matching the ASX200 TR +3.78%, a satisfactory outcome for a lower beta income-focused portfolio. Global markets, particularly the S&P500 (+6%), liked the look [...]
