Guided Portfolios

HNW Monthly Performance – November 2023

In November the HNW Australian Equity Portfolio gained +5.24% slightly ahead of the benchmark’s return of +5.03%. Global markets (except for China) rallied over the month on the sentiment that interest rate rises had probably come to an end and that cuts in 2024 were on [...]

2024-01-09T16:10:20+11:00December 4, 2023|

HNW Monthly Performance – October 2023

In October the HNW Australian Equity Portfolio declined by -4.78%, behind the index’s return of -3.78% in a market dominated by geopolitical concerns and higher interest rates rather than company specific news, despite many companies giving positive trading updates at their AGMs https://atlasfunds.com.au/october-trading-updates/ . [...]

2023-11-30T15:08:30+11:00November 7, 2023|

2023 (November) Bank Results – Westpac Banking Corporation

Westpac Banking Corporation (WBC) released its full-year results, which came in line with market expectations, though we were pleasantly surprised about the buyback. Westpac is the first of the big four banks to report their full-year results this season, with Macquarie [...]

2023-11-30T15:11:04+11:00November 6, 2023|

2023 (November) Bank Results – Macquarie Group

Macquarie Group (MQG): This morning, the global investment bank reported its half-year results for 2024, which were solid despite the half having much fewer investment banking deals and volatility in the marketplace. The HNW Equities Portfolio holds a 6% weight with [...]

2023-11-30T15:13:14+11:00November 3, 2023|
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