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 2024
Quarter Update – Westpac Banking Corporation
This morning, Westpac Banking Corporation (WBC) provided a first-quarter update. We usually don't comment on trading updates as they are too volatile and can give a misleading picture, both positive and negative, [...]
Reporting Season – Ampol
Ampol (ALD), Australia's largest energy distributor and retailer and the Portfolio's largest overweight position, released a record full-year profit for 2023 this morning. This saw shareholders rewarded with franked distributions, with [...]
Reporting Season – Deterra Royalties
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 [...]
Reporting Season – QBE Insurance Group Ltd
QBE Insurance (QBE) The global insurer released its full-year 2023 profit results, which showed that the company is managing its business well with few negative surprises, benefiting from positive trends in [...]
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 non-discretionary retail sales. The HNW Income Portfolio holds a 4.3% [...]
Reporting Season – Wesfarmers Ltd
Wesfarmers (WES): They presented their half-year 2024 profit results, which were better than Atlas' optimistic expectations. What was evident was that WES's businesses are performing well in a consumer slowdown and [...]
