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 2026
Reporting Season – Commonwealth Bank
Commonwealth Bank (CBA) reported its half-year results for 2026, which showed that the underlying business was operating solidly as Australia's largest company. Due to the breadth of its lending activities, which [...]
Reporting Season – Region Group
Region Group (RGN): This morning, Australia's largest convenience mall landlord, RGN, released its half-year results for 2026, and the results were largely in line with expectations. Though given the nature of [...]
Reporting Season – Charter Hall Retail
Charter Hall Retail (CQR): This morning, the supermarket landlord reported their half-year results for 2026, which were largely in line with market expectations. Though generally, there should be minimal excitement [...]
HNW Monthly Performance – January 2026
In January, the HNW Australian Equity Portfolio gained +0.37%, trailing the benchmark return of 1.8%. Equity markets in January were driven by macroeconomic noise, which drowned out the few company-specific updates. Investors [...]
Reporting Season – Amcor CDI
Amcor (AMC). This morning, the world's largest consumer packaging company announced its results for the first half of 2026, which is the first full half of operations post the Berry Merger. [...]
January 2026
HNW Monthly Performance – December 2025
In December, the HNW Australian Equity Portfolio gained by +0.96% slightly trailing its benchmark ASX200TR (ex LPT) return of 1.25%. December turned out to be a quieter month, with minimal corporate news. [...]
