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:
May 2023
2023 Bank Results – ANZ Bank
ANZ Bank (ANZ) released their first half-year results on May 5th, which came in around market expectations highlighting the increased competition in deposits and lending. ANZ is the second of the big [...]
2023 Bank Results – Macquarie Group
Macquarie Group (MQG). On May 5th, the global investment bank reported their full-year results for 2023, which were solid, despite the typically downbeat guidance management gave earlier in the year [...]
Portfolio Update – JB Hi-Fi
JB Hi-Fi (JBH): Yesterday morning JBH provided an update to Q3 2023 sales which were stronger than expected and defied analyst predictions of a sales slump. The market has consistently [...]
Portfolio Update – Amcor
Amcor (AMC): Yesterday morning, the global packaging company gave a quarterly update, which came in below market expectations. We usually don't comment on 3-month report releases as they are too volatile [...]
Portfolio Update – Ampol
Ampol (ALD): This morning (27/04/2023) ALD gave a quarterly trading update, which confirmed why we own the stock. Our Atlas Guided Portfolios hold various weightings to ALD, though constantly remains as [...]
Portfolio Update – Mineral Resources
Mineral Resources (MIN): This morning (26/05/2023), the diversified miner and mining services company gave a quarterly production update, which was below expectations. We usually don’t comment on 3-month production releases [...]
