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:
February 2026
Reporting Season – ANZ Bank
ANZ Bank (ANZ) released its first-quarter trading update this morning, which was much better than expected. Normally, we don’t comment on quarterly updates as they can be misleading, though ANZ’s trading update [...]
Reporting Season – Dexus Industrial
Dexus Industrial (DXI): The industrial REIT reported its results for first half 2026, which were pretty solid demonstrated continued demand for industrial real estate assets. The HNW Income Portfolio has a 2.5% [...]
Reporting Season – Arena REIT
Arena REIT (ARF): The listed childcare and medical centre owner reported their half-year 2026 results, which, as always, were consistent and steady. One of the key reasons we like ARF [...]
Reporting Season – CSL Limited
CSL (CSL) reported its first-half 2026 profit results, which followed the muted guidance given at the AGM. The results were overshadowed by the sudden departure of the CEO last night. The [...]
Reporting Season – Commonwealth Bank
Commonwealth Bank (CBA) reported its half-year results for 2026, which showed that the underlying business was operating solidly as Australia's largest company. Due to the breadth of its lending activities, which [...]
HNW Monthly Performance – January 2026
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 [...]
