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 2025
Portfolio Update – Bapcor Ltd
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories, and equipment provider, reported a trading update for the last quarter of 2025 and guidance for its August reporting season, which was below [...]
HNW Monthly Performance – June 2025
In June, the HNW Australian Equity Portfolio posted a +1.37% gain just behind the ASX 200 TR return of 1.41%. There was minimal news due to companies being in blackout before releasing their [...]
June 2025
HNW Monthly Performance – May 2025
During May, the HNW Australian Equity Portfolio gained +3.86%, behind the ASX 200 TR return of +4.2%. Global markets were stronger in May after three negative months under Trump and tariff fatigue [...]
May 2025
Portfolio Update – Dyno Nobel Ltd
Dyno Nobel née Incitec Pivot (DNL): Today, the global fertiliser and explosives manufacturer reported their first half of 2025 results, which was pleasant to see management making prudent moves in selling [...]
Portfolio Update – Macquarie Group
Macquarie Group (MQG): This morning, the global investment bank reported its full results for 2025, which were solid despite the half having much fewer investment banking deals and increased volatility in [...]
Reporting Season – ANZ Bank
ANZ Bank (ANZ) released their first half of 2025 results, which came in around market expectations with the acquisition of Suncorp Bank which has performed better than expected. ANZ is the last [...]
