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:
May 2024
2024 (May) Bank Results – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its first half-year results for 2024, which came in above market expectations. Shareholders were rewarded for their patience with a special dividend and a large on-market buy-back. Westpac [...]
HNW Monthly Performance – April 2024
In March, the HNW Australian Equity Portfolio had a weak month down -3.58%, the Portfolio’s first down month since October 2023. Global equity markets fell between -3% and -5% over the month on [...]
Portfolio Update – Macquarie Bank Note
Macquarie Group (MQG): This morning, the global investment bank reported its full-year results for 2024, which were solid despite the half having much fewer investment banking deals and volatility in the [...]
Portfolio Update – Bapcor
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories, and equipment provider, provided a trading update for its third quarter, which was poorly received by the market. The HNW Growth Portfolio only [...]
April 2024
HNW Monthly Performance – March 2024
In March, the HNW Australian Equity Portfolio finished strongly to gain +3.30%, marginally ahead of the ASX200 TR +3.27%. Global markets were stronger on views that there would not be a hard [...]
March 2024
HNW Monthly Performance – February 2024
In February, the HNW Australian Equity Portfolio had a pleasing month and a solid reporting season, gaining +1.67% and ahead of the ASX200 TR +0.79% Over the month, positions in Wesfarmers (+16%), [...]
