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
Reporting Season – Arena REIT
Arena REIT (ARF): The listed childcare and medical centre owner reported their half-year 2024 results, which, as always, were consistent and steady. One of the key reasons we like ARF [...]
Reporting Season – Commonwealth Bank
Commonwealth Bank (CBA) reported its half-year results for the 2024 financial year, which were very solid, as expected. Due to the breadth of its lending activities touching every sector, CBA [...]
Reporting Season – CSL Limited
CSL (CSL) reported their half-year 2024 profit results, which came in with mixed results but benefitted from stronger plasma collections and a strong USD, which is a positive for Australian investors [...]
Reporting Season – JB Hi-Fi Limited
This morning, JB HI-FI (JBH), the local electronics and home appliance retailer provider, delivered a strong half-year result that was ahead of market expectations despite what was thought to be [...]
Reporting Season – Transurban Group
This morning, Transurban (TCL), the Australian and North American toll road operator, delivered record first-half results with strong revenue growth, traffic levels and profits, not a great surprise if you have been [...]
Reporting Season – Dexus Industrial
Dexus Industrial (DXI): The industrial REIT reported their half-year results for 2024, which demonstrated the continued demand for industrial real estate assets. The HNW Income Portfolio holds a 3.5% weight [...]
