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 2024
Reporting Season – Atlas Arteria
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their full-year 2023 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, [...]
Reporting Season – Woodside Energy Group
This morning, Woodside (WDS) reported their full-year 2023 results, which came in with few surprises with the company providing production guidance in January and mercifully walking away from merger discussions with Santos, [...]
Reporting Season – Suncorp
Suncorp (SUN): this morning, the Queensland-based insurer and bank operator delivered a mixed first-half result for 2024—strong performance from general insurance, weak in the bank, which is no longer an issue. [...]
Reporting Season – Bapcor
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories and equipment provider, reported results that had no new surprises as they provided a trading update in late January. The HNW Equity Portfolio [...]
Reporting Season – Medibank Private
Medibank Private (MPL): This morning, Australia's largest health insurer reported their half-year 2024 results, which were messy due to the write-back of provisions taken in 2020 relating to an expected surge [...]
Reporting Season – Mineral Resources
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their first half of 2024 results, which were far better than lithium competitors and showed the advantage of [...]
