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:
May 2024
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer reported their half-year 2024 results, which were above market expectations and full of capital management initiatives, but as expected, a messy result. [...]
Portfolio Update #2 – Bapcor Note
This morning, Atlas had a one-on-one call with Bapcor (BAP) management (interim CEO and CFO) following their truant new CEO and their third-quarter trading update, which clarified management strategy and [...]
2024 (May) Bank Results – ANZ Bank
ANZ Bank (ANZ) released its first half-year results, which came in around market expectations. ANZ is the last of the big four banks to report this season, with CBA to give their [...]
2024 (May) Bank Results – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its first half-year results for 2024, which came in above market expectations. Shareholders were rewarded for their patience with a special dividend and a large on-market buy-back. Westpac [...]
HNW Monthly Performance – April 2024
In March, the HNW Australian Equity Portfolio had a weak month down -3.58%, the Portfolio’s first down month since October 2023. Global equity markets fell between -3% and -5% over the month on [...]
Portfolio Update – Macquarie Bank Note
Macquarie Group (MQG): This morning, the global investment bank reported its full-year results for 2024, which were solid despite the half having much fewer investment banking deals and volatility in the [...]
