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 – Bapcor
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories and equipment provider, reported results that had no new surprises as they provided a trading update in May. The HNW Growth Portfolio has [...]
Reporting Season – The Lotteries Corp.
The Lotteries Corp (TLC), Australia's largest lottery operator, released full year results for 2024 this morning, demonstrating that the house (and investors in TLC) always wins. The HNW Portfolios have [...]
Reporting Season – Deterra Royalties
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX released their full year 2023. For DRR, there is minimal scope for surprises on [...]
Reporting Season – Lendlease
Lendlease (LLC), the multinational construction and asset management company, reported their full year results for 2024. There were few surprises with the result pre-announced, along with their exit from international construction. [...]
Reporting Season – Westpac Banking Corp.
This morning, Westpac Banking Corporation (WBC) provided a first-quarter update, which came in above market expectations. We usually don't comment on trading updates as they are too volatile and can give a [...]
Reporting Season – Ampol
This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released strong first-half results. The result shows that ALD’s various businesses are all performing well (see below table), with most divisions ahead [...]
