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 2023
Reporting Season – Ampol
Ampol (ALD): This morning, ALD released their full-year 2022 financial results, which confirmed why we own the stock. Key Points: Record Profits: Full-year net profit of $763 million, up +129% [...]
Reporting Season – Deterra Royalties
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX released their half-year 2023. For DRR, there is minimal scope for surprises on [...]
Reporting Season – QBE Insurance
QBE Insurance (QBE) The global insurer released its full-year 2022 profit results, which were the best and cleanest results the company has presented over the past decade. Key Points: Profits [...]
Reporting Season – Charter Hall Retail
Charter Hall Retail (CQR): this morning, the supermarket landlord reported their first-half results for 2023, which were better than expected and head of rival RGN. Though generally, there should be [...]
Reporting Season – Sonic Healthcare
Sonic Healthcare (SHL). This morning global pathology company SHL reported their first half of 2023 profit results, which were much stronger than usual pessimistic sell-side expectations. These were an eagerly [...]
Reporting Season – CSL
CSL (CSL): eported their first half 2023 profit results, which confirmed a range of our investment theses for owning the company and were very good. This result was the first [...]
