In January, the HNW Australian Equity Portfolio gained +0.37%, trailing the benchmark return of 1.8%. Equity markets in January were driven by macroeconomic noise, which drowned out the few company-specific updates. Investors were bombarded with news over the month, such as the [...]
Amcor (AMC). This morning, the world's largest consumer packaging company announced its results for the first half of 2026, which is the first full half of operations post the Berry Merger. The HNW Portfolio has a 4.4% weight to AMC. Key [...]
In December, the HNW Australian Equity Portfolio gained by +0.96% slightly trailing its benchmark ASX200TR (ex LPT) return of 1.25%. December turned out to be a quieter month, with minimal corporate news. A nice end to what had been a stressful and [...]
Overall, a pleasing month for the HNW Portfolios in a relative sense, with both portfolios demonstrating expected defensive characteristics in a volatile month. November was the weakest month of 2025 for the ASX since the Trump tariffs in February/March, at [...]
Dyno Nobel née Incitec Pivot (DNL): Today, the global fertiliser and explosives manufacturer reported their full-year 2025 results, which provided few surprises as the profit result was pre-released. Overall, a solid result, but with a lot going on as the company [...]
ANZ Bank (ANZ) released its full-year results, which came in around market expectations, highlighting the increased competition in deposits and lending. ANZ is the last of the big four banks to report this season, with CBA to give its third-quarter update tomorrow. [...]
Macquarie Group (MQG): This morning, the global investment bank reported its first-half results for 2026, which were solid, with the mortgage bank and asset management offsetting losses in commodities. The HNW Portfolio has a 6% weighting to Macquarie Group. Key Points: [...]
Amcor (AMC). This morning, the world's largest consumer packaging company & JA’s least favourite stock announced its results for the first quarter of 2026, marking the first full quarter of operations following the Berry Merger. The HNW Core Portfolio has a [...]
In October, the HNW Australian Equity Portfolio had a better month, gaining +0.93% ahead of the benchmark’s return of 0.36% in what proved to be a pretty volatile month. Gold continued to grind upwards, finishing at US$4,011/oz, though with some 5% falls [...]
Westpac Banking Corporation (WBC) released its full-year results for 2025, which were largely in line with market expectations albeit with a few pleasant surprises. Westpac is the first of the big four banks to report its full-year results this season, with [...]
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