Guided Portfolios

Portfolio Update – Westpac Banking Corporation

Westpac Banking Corporation (WBC) released its full-year results for 2024, which came in line with market expectations. Westpac is the first of the big four banks to report their full-year results this season, with ANZ and NAB later this week and [...]

2024-11-07T16:29:57+11:00November 4, 2024|

HNW Monthly Performance – September 2024

In September, the HNW Australian Equity Portfolio gained by +1.67%, trailing the ASX200 TR +2.68%, a disappointing outcome with the relative underperformance occurring during the final five days of the month after the announcement of measures in China to stimulate their faltering [...]

2024-11-07T16:18:23+11:00October 2, 2024|

Reporting Season – Atlas Arteria

Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their first-half of 2024 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, and the result showed the resilience of ALX's business. [...]

2024-09-09T16:00:29+10:00August 29, 2024|

Reporting Season – Mineral Resources

Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their full year 2024 results, which were below market expectations given the current lithium and iron ore prices. The HNW Portfolios hold a 2% weight to MIN. Key [...]

2024-09-09T15:56:29+10:00August 29, 2024|

Reporting Season – Woodside Energy Group Ltd

This morning, Woodside (WDS) reported their half-year 2024 results, which came in above market expectations, helped by strong production at their new Sangomar project in Senegal. The HNW Growth portfolio has a 5% allocation to WDS, while the Income Portfolio has a [...]

2024-09-09T15:53:43+10:00August 27, 2024|
Go to Top