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:
November 2023
Portfolio Update – Janus Henderson
Janus Henderson (JHG) This morning, the global fund manager presented their third quarter 2023 results, which were better than expectations, but the big news was plans to delist from the ASX [...]
October 2023
HNW Monthly Performance – September 2023
In September, the HNW Australian Equity Portfolio declined by -2.36%, ahead of the index return of -2.84%. Stock movements over the month had nothing to do with company fundamentals, but rather macroeconomic concerns [...]
September 2023
Reporting Season Ends – HNW Monthly Performance – August 2023
In August, the HNW Core Aust Equity Portfolio declined -0.75%, matching the ASX200TR return of -0.73%. This was a frustrating outcome as, in general, Atlas was pleased with the August reporting season [...]
August 2023
Reporting Season – Atlas Arteria Group
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their half-year 2023 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, [...]
Reporting Season – Mineral Resources Ltd
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their full year 2023 results, which were very strong and ahead of expectations, though it took the market [...]
Reporting Season – Wesfarmers Ltd
Wesfarmers (WES): presented their full year 2023 profit results, which were better than Atlas' optimistic expectations. What was evident was that WES' businesses are performing well in a consumer slowdown and [...]