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 – The Lotteries Corporation
The Lotteries Corp (TLC), Australia's largest lottery operator, released their half-year results for 2024 this morning, demonstrating that the house (and investors in TLC) always wins. The Atlas Growth Portfolio [...]
Reporting Season – Sonic Healthcare
Sonic Healthcare (SHL). This morning, global pathology company SHL reported their first half of 2024 profit results, which came in below market expectations. These were an eagerly awaited set of results [...]
Portfolio Update – ANZ-Suncorp Merger Approved by ACCC
ANZ/SUN Marital Background: In July 2022, Suncorp announced that they had come to an agreement to sell the Suncorp Bank to ANZ, conduct a $3-3.50 capital return to shareholders and [...]
Reporting Season – Lendlease
Lendlease (LLC), the multinational construction and asset management company, reported this morning with mixed results today, with this being their second year of changing the business to an investment-led company from [...]
Quarter Update – Westpac Banking Corporation
This morning, Westpac Banking Corporation (WBC) provided a first-quarter update. We usually don't comment on trading updates as they are too volatile and can give a misleading picture, both positive and negative, [...]
Reporting Season – Ampol
Ampol (ALD), Australia's largest energy distributor and retailer and the Portfolio's largest overweight position, released a record full-year profit for 2023 this morning. This saw shareholders rewarded with franked distributions, with [...]
