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 – Deterra Royalties
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX released their full year 2023. For DRR, there is minimal scope for surprises [...]
Reporting Season – QBE Insurance Group Ltd
QBE Insurance (QBE) The global insurer released its full-year 2023 profit results, which showed that the company is managing its business well with few negative surprises, benefiting from positive trends in [...]
Reporting Season – Charter Hall Retail REIT
Charter Hall Retail REIT (CQR), the convenience retail real estate manager, posted strong earnings this morning, demonstrating the resilience of non-discretionary retail sales. The HNW Income Portfolio holds a 4.3% [...]
Reporting Season – Wesfarmers Ltd
Wesfarmers (WES): They presented their half-year 2024 profit results, which were better than Atlas' optimistic expectations. What was evident was that WES's businesses are performing well in a consumer slowdown and [...]
Reporting Season – Arena REIT
Arena REIT (ARF): The listed childcare and medical centre owner reported their half-year 2024 results, which, as always, were consistent and steady. One of the key reasons we like ARF [...]
Reporting Season – Commonwealth Bank
Commonwealth Bank (CBA) reported its half-year results for the 2024 financial year, which were very solid, as expected. Due to the breadth of its lending activities touching every sector, CBA [...]
