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 2025
Reporting Season – Sonic Healthcare Ltd
Sonic Healthcare (SHL). This morning, global pathology company SHL reported their first-half profit results, which were very good and better than expected. The HNW Equity Portfolio has a 3.7% weight to [...]
Reporting Season – Wesfarmers
Wesfarmers (WES): presented their first half 2025 results, demonstrating that WES' businesses are performing well, taking market share. What we saw today is the sales momentum from 2H 2024 has continued. [...]
Reporting Season – Transurban
This morning, Transurban (TCL), the Australian and North American toll road operator, delivered record first-half 2025 results with strong revenue growth, traffic levels and profits. The HNW Portfolios has a 5.7% weight [...]
Reporting Season – Mineral Resources
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their half-year 2025 results, which were mixed with solid financial results offset by adverse weather. These results were [...]
Reporting Season – The Lotteries Corp.
The Lotteries Corp (TLC), Australia's largest lottery operator, released their half-year results for 2025 this morning, demonstrating that the house always wins. The HNW portfolios have a 3.3% weighting to TLC. [...]
Reporting Season – Deterra Royalties
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX released their half year 2025. For DRR, there is minimal scope for surprises [...]
