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 2026
Reporting Season – Whitehaven Coal
This morning, Whitehaven Coal (WHC) provided its half-year results for 2026, which were slightly below market expectations, given that it provided a trading update in late January. The HNW Portfolio currently holds [...]
Reporting Season – Transurban
This morning, Transurban (TCL), the Australian and North American toll road operator, delivered its first half 2026 results, which were another record result from this consistent performer. The HNW Portfolio has a [...]
Reporting Season – Suncorp
This morning, Suncorp (SUN), the now pure-play East Coast insurer, delivered solid half-year 2026 results that were impacted by higher hailstorms on what was a good underlying result. The HNW portfolios has [...]
Reporting Season – The Lotteries Corp.
The Lotteries Corp (TLC), Australia's largest lottery operator, released their first half results for 2026 this morning, a clean result better than expectations and demonstrates that the house always wins [...]
Reporting Season – Deterra Royalties
The February reporting season continued today with a pleasing result from a quite “boring” company Deterra Royalties (DRR): Australia's only iron ore (Australia) and lithium (USA) royalty trust and the [...]
Reporting Season – JB Hi-Fi
This morning, JB HI-FI (JBH), the local electronics and home appliance retailer, delivered a strong set of first half 2026 results, which were ahead of expectations. JBH’s profit results showed no signs that [...]
