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 – Amcor
Amcor (AMC): Yesterday morning, the global packaging company gave a quarterly update, which came in below market expectations. We usually don't comment on 3-month report releases as they are too volatile [...]
Portfolio Update – Ampol
Ampol (ALD): This morning (27/04/2023) ALD gave a quarterly trading update, which confirmed why we own the stock. Our Atlas Guided Portfolios hold various weightings to ALD, though constantly remains as [...]
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 [...]
