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 – 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 [...]
Reporting Season – Region Group
Region Group (RGN): This morning, shopping centre landlord RGN released their results for 2023, the company's results were largely inline with expectations, though revealed higher expense and higher interest costs. The Core [...]
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 retail operators in Australia. The HNW Income has a 3.5% [...]
Reporting Season – CSL Limited
CSL (CSL) reported their full year 2023 profit results, which confirmed a range of our investment theses for owning the company and were better than expected; as discussed in June, the [...]
Reporting Season – Lendlease Group
Lendlease (LLC), the multinational construction and asset management company, reported with mix results yesterday morning, with this being their second year of changing the business to an investment led company [...]
Reporting Season – JB Hi-Fi Limited
Yesterday morning JB HI-FI (JBH), the local electronics and home appliance retailer provider, delivered a strong full year result despite what was thought to be a tough economic environment. The [...]
