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:
August 2024
Reporting Season – Wesfarmers
Wesfarmers (WES): presented their full-year 2024 results, which demonstrated that WES' businesses are performing well in a consumer slowdown and taking market share. The HNW Portfolios have a 4% weight to [...]
Reporting Season – Mineral Resources
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their full year 2024 results, which were below market expectations given the current lithium and iron ore prices. [...]
Reporting Season – Woodside Energy Group Ltd
This morning, Woodside (WDS) reported their half-year 2024 results, which came in above market expectations, helped by strong production at their new Sangomar project in Senegal. The HNW Growth portfolio has a [...]
Reporting Season – Sonic Healthcare
Sonic Healthcare (SHL). This morning, global pathology company SHL reported their 2024 profit results, which were in line with expectations. The HNW Growth Portfolio has a 2% weight to Sonic. Key [...]
Reporting Season – Whitehaven Coal
This morning, Whitehaven Coal (WHC) provided their full-year results following the transformational year in which they took ownership of two metallurgical coal mines from BHP. The HNW Growth Portfolio currently holds a [...]
Reporting Season – Medibank Private
Medibank Private (MPL): This morning, Australia's largest health insurer reported its full-year 2024 results, which showed MPL's disciplined approach to volume growth, which was an excellent result overall from MPL. The HNW [...]
