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 [...]
CSL: This morning, the world's leader in manufacturing medicines from human blood, gave a trading update at their AGM that came in below market expectations. We usually don't comment on trading updates because they are too volatile and can give a [...]
In September, the HNW Australian Equity Portfolio had experienced a challenging month, declining -2.65% and underperforming the benchmark return of -0.78%, primarily due to macroeconomic factors rather than the outlook for company profits in 2026. Investors were probably due for a weaker [...]
In August, the HNW Australian Equity Portfolio had a had a challenging month, finishing up +1.34% and behind the ASX 200 TR (ex LPT) return of 3.01%. A disappointing outcome over a month that saw significant volatility, with the average results day trading range of close [...]
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