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:
April 2025
Portfolio Update – Woodside Energy Group Ltd
Today, Woodside announced the final investment decision for its recently acquired Louisiana LNG Project. The HNW Portfolio holds a 3.5% weight to WDS. Key Points: Woodside will invest $11.8 billion [...]
Portfolio Update – Whitehaven Coal Ltd
Whitehaven also provided a Q3 2025 update. The HNW Portfolio holds a 2.5% weight to WHC. Coal Key Points: Coal production was 800 kt higher than the market expected, [...]
Portfolio Update – Mineral Resources
Mineral Resources provided Q3 2025 update, one that was eagerly anticipated with the market looking for more information on the Onslow ramp-up and the haul road resurfacing. The HNW Growth [...]
HNW Monthly Performance – March 2025
During March, the HNW Australian Equity Portfolio declined -3.17%, slightly ahead of the ASX 200 TR return of -3.39%. Outside of gold, there were few places to hide in March, with the [...]
March 2025
HNW Monthly Performance – February 2025
During the volatile February reporting season, the HNW Australian Equity Portfolio declined by -3.18% ahead of the index’s return of -3.79%, a disappointing outcome as we were pleased with reporting season in [...]
February 2025
Reporting Season – Medibank Private Ltd
Medibank Private (MPL): This morning, Australia's largest health insurer reported its half-year 2025 results, which were very solid and saw the company try to minimise profitability. It is a politically astute [...]
