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 – Arena REIT
Arena REIT (ARF): The listed childcare and medical centre owner reported their first half 2023 results which nice and consistent. One of the key reasons we like ARF is the [...]
Reporting Season – Suncorp
Suncorp (SUN): reported its financial results for the first half of 2023, which were the best set of numbers that we have seen for SUN over the past 20 years. [...]
Reporting Season – Amcor
Amcor (AMC) This morning, packaging company Amcor (AMC) announced their results for first half 2023, which were in-line with upgraded guidance given in early November, another consistent result from this [...]
Reporting Season – Dexus Industrial
Dexus Industrial (DXI): industrial Real Estate Investment Trust reported their first half 2023 results which were more active than usual, with management shuffling the deck and trading assets. Key Points: [...]
Reporting Season – Region Group
This morning, shopping centre landlord Region Group released their first half of 2023 results, which were good, though overshadowed by the RBA rate rise in the afternoon. Since the last [...]
Reporting Season – Macquarie Bank
Global investment back Macquarie updated the markets today as to how the bank was travelling at the three-quarter mark of 2023 (MQG has a March year-end). Normally we don't comment [...]
