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:
August 2023
Reporting Season – Lottery Corporation Ltd
The Lotteries Corp (TLC), Australia's largest lottery operator, released their full-year results this morning, demonstrating that the house always wins. The HNW Core Portfolio has a 3% weight & the [...]
Reporting Season – Woodside Energy Group Ltd
Woodside (WDS) released their half-year 2023 results this morning. These financial results were outstanding, reflecting excellent operational performance, new assets, and strong demand for LNG in North Asia. The HNW Portfolios [...]
Reporting Season – Amcor CDI
Amcor (AMC) This morning, the world's largest consumer packaging company announced their results for the full year of 2023, which came in below market consensus due to a more challenging macroeconomic [...]
Reporting Season – Sonic Healthcare Ltd
Sonic Healthcare (SHL). This morning global pathology company SHL reported their full year of 2023 profit results, which came in below market expectations. These were an eagerly awaited set of results [...]
Reporting Season – Transurban Group
Yesterday morning Transurban Group (TCL), the Australian and North American toll road operator, delivered record results with strong growth in revenues, traffic levels and profits. It is amazing that in [...]
Reporting Season – Deterra Royalties Ltd
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 on [...]
