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 – 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 [...]
March 2023
Key Themes from the Q1 2023 Reporting Season
The February 2023 company reporting period concluded last week, revealing the financial accounts for the six months ending 31st December 2022. Overall, this was a very mixed reporting season with [...]
