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:
May 2023
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer, reported its first-half 2023 results, which were weaker than sell-side expectations, but ahead of our expectations. HNW Equity and Income Portfolio hold [...]
Portfolio Update – QBE Insurance
QBE Insurance (QBE): On Friday morning, the global insurer gave a quarterly update at their AGM, confirming the continuation of positive trends in insurance management discussed at their FY22 result [...]
2023 Bank Results – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its first half-year results on the 8th May, which came in above market expectations. Westpac is the third of the big four banks to report their [...]
2023 Bank Results – ANZ Bank
ANZ Bank (ANZ) released their first half-year results on May 5th, which came in around market expectations highlighting the increased competition in deposits and lending. ANZ is the second of the big [...]
2023 Bank Results – Macquarie Group
Macquarie Group (MQG). On May 5th, the global investment bank reported their full-year results for 2023, which were solid, despite the typically downbeat guidance management gave earlier in the year [...]
Portfolio Update – JB Hi-Fi
JB Hi-Fi (JBH): Yesterday morning JBH provided an update to Q3 2023 sales which were stronger than expected and defied analyst predictions of a sales slump. The market has consistently [...]
