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 2025
Reporting Season – The Lotteries Corp.
The Lotteries Corp (TLC), Australia's largest lottery operator, released their half-year results for 2025 this morning, demonstrating that the house always wins. The HNW portfolios have a 3.3% weighting to TLC. [...]
Reporting Season – Deterra Royalties
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX released their half year 2025. For DRR, there is minimal scope for surprises [...]
Reporting Season – Charter Hall Retail
Charter Hall Retail (CQR): this morning, the supermarket landlord reported their half-year results for 2025, which were better than expected and head of rival RGN. Generally, there should be minimal [...]
HNW Monthly Performance – January 2025
In January, the HNW Australian Equity Portfolio had a solid absolute month up +4.08% though trailing the ASX200 TR of +4.57%, an acceptable outcome for a lower beta portfolio, though frustrating for [...]
Portfolio Update – Amcor
The February 2025 reporting season kicked off today in a pleasing fashion. Amcor (AMC) This morning at the Australian investor unfriendly time of midnight, the world's largest consumer packaging company announced [...]
January 2025
HNW Monthly Performance – December 2024
In December, the HNW Australian Equity Portfolio declined by -2.70%, slightly better than the ASX200 TR of -3.15%, with hopes of a “Santa Claus” rally on the ASX dashed by the US Fed, [...]
