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:
September 2024
HNW Monthly Performance – August 2024
In August, the HNW Australian Equity Portfolio declined by -0.19% trailing the ASX200 TR +0.47%, a disappointing outcome as we were pleased with reporting season as a whole. The key news over [...]
August 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 [...]
Reporting Season – Wesfarmers
Wesfarmers (WES): presented their full-year 2024 results, which demonstrated that WES' businesses are performing well in a consumer slowdown and taking market share. The HNW Portfolios have a 4% weight to [...]
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. [...]
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 [...]
Reporting Season – Sonic Healthcare
Sonic Healthcare (SHL). This morning, global pathology company SHL reported their 2024 profit results, which were in line with expectations. The HNW Growth Portfolio has a 2% weight to Sonic. Key [...]
