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 – Mineral Resources
Mineral Resources (MIN): This morning (26/05/2023), the diversified miner and mining services company gave a quarterly production update, which was below expectations. We usually don’t comment on 3-month production releases [...]
March 2023
Key Themes from the Q1 2023 Reporting Season
The February 2023 company reporting period concluded last week, revealing the financial accounts for the six months ending 31st December 2022. Overall, this was a very mixed reporting season with [...]
February 2023
Reporting Season – Woodside
Woodside (WPL) released their full-year 2022 results this morning. These financial results were outstanding and ahead of expectations, reflecting the recovery in the oil price, excellent operational performance, new assets, [...]
Reporting Season – Mineral Resources
Mineral Resources (MIN): This morning, diversified miner and mining services company reported their first half of 2023 results which were in line with expectations, though it took the market some [...]
Reporting Season – Atlas Arteria
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their full year 2022 results. Similar to Transurban, given the regular traffic and revenue updates, there were [...]
Reporting Season – The Lotteries Corp
The Lotteries Corp (TLC) released their maiden first-half result, the first since the separation from wagering. The result was ahead of our expectations quite high expectations for this very high-quality [...]
