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 – Dexus Industrial
This morning, Dexus Industrial (DXI), the industrial REIT reported their full-year results for 2024, which demonstrated the continued demand for industrial real estate assets. The HNW Income Portfolio holds a 3.5% [...]
Reporting Season – Commonwealth Bank
Commonwealth Bank (CBA) reported its full-year results for the 2024 financial year which were better than expected. Though due to the run up in the company’s share price since May [...]
Reporting Season – Region Group
Region Group (RGN): This morning, Australia's biggest convenience mall landlord, RGN, released their full year 2024; the company's results were largely in line with expectations. The HNW Portfolios have a 2% [...]
Reporting Season – CSL Limited
CSL (CSL) reported their full-year 2024 profit results, which were very solid, benefiting from stronger plasma collections and a strong USD, which is a positive for Australian investors and one of [...]
Reporting Season – JB Hi-Fi
This morning, JB HI-FI (JBH), the local electronics and home appliance retailer provider, delivered a strong full-year result that was ahead of market expectations despite what was thought to be a [...]
Reporting Season – QBE Insurance
QBE Insurance (QBE): The global insurer released its first-half 2024 profit results, confirming the continuation of positive trends in the insurance industry, including increasing premiums and lower claims inflation. Overall, [...]
