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 2023
Reporting Season – Charter Hall Retail
Charter Hall Retail (CQR): this morning, the supermarket landlord reported their first-half results for 2023, which were better than expected and head of rival RGN. Though generally, there should be [...]
Reporting Season – Sonic Healthcare
Sonic Healthcare (SHL). This morning global pathology company SHL reported their first half of 2023 profit results, which were much stronger than usual pessimistic sell-side expectations. These were an eagerly [...]
Reporting Season – CSL
CSL (CSL): eported their first half 2023 profit results, which confirmed a range of our investment theses for owning the company and were very good. This result was the first [...]
Reporting Season – Arena REIT
Arena REIT (ARF): The listed childcare and medical centre owner reported their first half 2023 results which nice and consistent. One of the key reasons we like ARF is the [...]
Reporting Season – Suncorp
Suncorp (SUN): reported its financial results for the first half of 2023, which were the best set of numbers that we have seen for SUN over the past 20 years. [...]
Reporting Season – Amcor
Amcor (AMC) This morning, packaging company Amcor (AMC) announced their results for first half 2023, which were in-line with upgraded guidance given in early November, another consistent result from this [...]
