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:
July 2024
Portfolio Update – Mineral Resources
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their Q4 2024 earnings update, which was ahead of market expectations in both lithium production and debt reduction. [...]
Portfolio Update – Incitec Pivot
Incitec Pivot (IPL) Today, the global fertiliser and explosives manufacturer, provided an update on its fertiliser business sale and capital management plan. The HNW Growth and Income Portfolios hold a 3% weighting [...]
HNW Monthly Performance – June 2024
In June, the HNW Australian Equity Portfolio posted a 1.24% gain ahead of the ASX200 TR +1.01%. This marks the end of a satisfactory 12 months for the portfolio, though underperforming the [...]
June 2024
Portfolio Update – Suncorp
Suncorp (SUN): this morning, Treasurer Jim Chalmers approved ANZ's acquisition of Suncorp Bank. The HNW Portfolio Equity and Income portfolios have a 3% weight to SUN, which is a nice [...]
Portfolio Update – Deterra Acquisition
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX announced this morning that have offered to acquire Trident Royalties, a diversified royalty trust [...]
HNW Monthly Performance – May 2024
In May, the HNW Australian Equity Portfolio posted a slight +0.23% gain trailing of the ASX200 TR +0.92%. The two main themes were excitement around artificial intelligence (AI) and tech stocks, along [...]
