Judo Capital Holdings Ltd (ASX: JDO) shares are having a tough year.

Since the start of 2026, the ASX 200 bank stock has lost 20% of its value.

Could this be a buying opportunity? According to analysts at Ord Minnett, the answer is yes.

What is the broker saying about this ASX 200 bank stock?

Ord Minnett has been looking closely at Judo after the specialist SME lender completed a major note securitisation issue.

The broker highlights that Judo raised $750 million through the issue, which was upsized from $500 million due to strong demand.

This was backed by the ASX 200 bank stock’s loans and attracted support from a range of investors, including local and offshore investors, superannuation funds, fixed-income and credit funds, and bank balance-sheet buyers. Ord Minnett said:

Judo Capital (JDO) has solidified its balance sheet via a $750 million note securitisation issue (upsized from $500 million due to strong demand) backed by its loans, sending shares in the lender to small- to medium-sized enterprises (SMEs) up more than 12% on the day.

Pleasingly, the issue was priced at 171 basis points over the one-month bank-bill swap rate. This compares favourably to the 273 basis points margin achieved in Judo’s first transaction in September 2023.

Balance sheet concerns eased

One of the key reasons Ord Minnett is positive on the transaction is that it reduces concerns about a potential equity raising.

The broker estimates the securitisation lifts Judo’s pro forma common equity tier-one capital ratio to 13.2% at 31 March, compared with its reported CET1 ratio of 12.6%.

It also forecasts a CET1 ratio of 12.6% at 30 June, which it believes is comfortably above the approximate 12% level that investors would view as acceptable.

In addition, Ord Minnett said the strong demand for the issue suggests Judo has opened up a new capital-efficient funding avenue.

While this funding is more expensive than wholesale funding, the broker believes the benefits of releasing regulatory capital and passing credit risk to third-party investors should support higher return on equity over time.

Buy rating retained

According to the note, Ord Minnett has retained its buy rating and $2.40 price target on Judo.

Based on the ASX 200 bank stock’s last close price of $1.43, this implies potential upside of almost 70% over the next 12 months.

The broker concludes:

Judo is highly exposed to broader macroeconomic conditions and its performance will be more volatile than most of its larger rivals. It is thus strongly leveraged to any Middle East war resolution and a return to calmer energy markets that had potentially threatened the asset quality of its SME loan book.

We forecast a compound annual growth rate of (CAGR) for EPS of 40% and view Judo as an appealing investment option on a medium-term outlook. This leads Ord Minnett to maintain its target price of $2.40 on Judo and reiterate our Buy recommendation.

The post Broker says this ASX 200 bank stock could rise almost 70% appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: ASX, Endeavour, and Judo Capital shares
• This ASX bank stock has rebounded 7% from a 2-year low, and is tipped to climb up to 76% higher
• Leading brokers name 3 ASX shares to buy today
• Here are the top 10 ASX 200 shares today
• 9 ASX 200 shares with renewed buy ratings this week

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

At the start of each week, I like to look at ASIC’s short position report to find out which ASX shares are being targeted by short sellers.

That’s because I believe it is worth keeping a close eye on short interest levels as high levels can sometimes be a sign that something isn’t quite right with a company.

With that in mind, here are the 10 most shorted shares on the ASX this week according to ASIC:

• Lotus Resources Ltd (ASX: LOT) remains the most shorted ASX share after its short interest increased again to 20%. Short sellers have increased their positions after a disappointing quarterly update which revealed weak production and a sizeable cash burn. There are concerns another capital raising will be needed later this year.
• Domino’s Pizza Enterprises Ltd (ASX: DMP) has seen its short interest ease to 15.2%. Short sellers don’t appear to have confidence that management will successfully execute its turnaround plans for the pizza chain operator.
• Telix Pharmaceuticals Ltd (ASX: TLX) has seen its short interest rise to 15.1%. Short sellers have loaded up on this radiopharmaceuticals company over the past 18 months amid concerns over US FDA approvals.
• Boss Energy Ltd (ASX: BOE) has short interest of 14%, which is flat since last week. The market continues to have fears over the uranium miner’s uncertain production outlook beyond 2026.
• Treasury Wine Estates Ltd (ASX: TWE) has 12.9% of its shares held short, which is down week on week. Short sellers will have been disappointed to see the market react positively to the wine giant’s investor day update this month.
• Guzman Y Gomez Ltd (ASX: GYG) has short interest of 12.5%, which is down week on week. Short sellers have been closing positions after the quick service restaurant operator shut its loss-making US operations.
• DroneShield Ltd (ASX: DRO) shares have returned to the top ten with short interest of 11.4%. This may be due partly to the recent news of an ASIC investigation into some of the counter-drone technology company’s announcements and insider share trades.
• CAR Group Limited (ASX: CAR) has short interest of 11.2%, which is down since last week. It is possible that short sellers think higher interest rates and rising fuel costs could weigh on the automotive market.
• PLS Group Ltd (ASX: PLS) has entered the top ten with short interest of 10.9%. This could be due to a combination of valuation concerns and recent lithium price weakness.
• Flight Centre Travel Group Ltd (ASX: FLT) has 10.8% of its shares held short. There are fears that the Middle East conflict could weigh on this travel agent’s performance.

The post Here are the 10 most shorted ASX shares appeared first on The Motley Fool Australia.

More reading

• 3 cheap ASX shares I’d buy before sentiment turns
• BHP and these ASX 200 shares are up 30%+ in 2026
• Brokers name 3 ASX shares to buy right now
• 3 ASX 200 mining shares to buy: experts
• Which are the best ASX shares to buy now for FY27?

Motley Fool contributor James Mickleboro has positions in Domino’s Pizza Enterprises and Treasury Wine Estates. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Domino’s Pizza Enterprises, DroneShield, Telix Pharmaceuticals, and Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended Treasury Wine Estates. The Motley Fool Australia has recommended CAR Group Ltd, Domino’s Pizza Enterprises, Flight Centre Travel Group, and Telix Pharmaceuticals. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

When it comes to thematic investing, putting money into exchange-traded funds (ETFs) is a great way to gain broad exposure without having to research every company.

In the technology sector, there are plenty of ETFs available, but I have focused on three that have performed well over the past year.

Let’s have a look.

Asia Technology Tigers ETF (ASX: ASIA)

This ASX ETF has returned an impressive 104.9% over the past year and 15.9% over a longer five-year horizon.

The ETF aims to track the performance of an index comprising the 50 largest technology and online retail stocks in Asia, not including Japan.

As the Betashares website says:

In one trade, ASIA provides diversified exposure to a high-growth sector that is under-represented in the Australian share market, and a complement to investors with US technology exposure. Due to its younger, tech-savvy population, Asia is surpassing the West in terms of technological adoption and the sector is anticipated to remain a growth sector.

Major holdings include South Korean semiconductor company SK Hynix, Samsung Electronics, Taiwan Semiconductor, and Alibaba Group.

ASIA pays a low dividend yield of 0.4%.

Electric Vehicles and Future Mobility ETF (ASX: DRIV)

This ASX ETF has not performed as well as the Energy Transition Metals ETF (ASX: XMET), which is focused on companies that mine resources such as copper and lithium, but has still notched up a 36.6% gain over the past year.

The ETF, Betashares says, “provides cost-effective exposure to the growth potential of the electric vehicles and automotive technology thematic in a single ASX trade”.

Major holdings include Sumitomo Electric Industries, Tesla, Volvo, and BYD.

Vehicle manufacturers account for 27.5% of its investments, followed by semiconductor and machinery manufacturers.

The ETF pays a dividend yield of 1%.

NASDAQ 100 Currency Hedged ETF (ASX: HNDQ)

As the name suggests, this ASX ETF aims to track the performance of the NASDAQ-100 Index (NASDAQ: NDX), while hedging its currency exposure.

The Betashares website says further:

With its strong focus on technology, HNDQ provides diversified exposure to a high growth potential sector that is under-represented in the Australian share market. HNDQ is currency-hedged to the Australian dollar, which seeks to minimise the effect of currency fluctuations on returns.

HNDQ is currently outperforming its unhedged counterpart, returning 40.2% over the past year compared to 27.2%.

Major holdings include Nvidia, Apple, and Microsoft.

It pays a dividend yield of 1.5%.

The post Want to invest in the future? These technology ETFs are killing it appeared first on The Motley Fool Australia.

More reading

• 3 incredible ASX ETFs for Australian investors in June
• Where to invest $10,000 in ASX ETFs in June
• 3 ASX ETFs that could help investors tap into global growth
• The top 3 Betashares ASX ETFs over the past year
• 2 of the best ASX ETFs to buy and hold

Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Apple, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Alibaba Group and BYD Company. The Motley Fool Australia has recommended Apple, Betashares Nasdaq 100 ETF – Currency Hedged, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

One of the hardest parts of investing is not finding ideas.

It is dealing with too many of them.

There are banks, miners, healthcare shares, retailers, technology companies, dividend shares, growth shares, and exchange-traded funds (ETFs). Every week brings new broker notes, market moves, and headlines.

So, how should an investor put money to work when they do not know what to buy?

This is how I would think about it.

Start with the job the investment needs to do

Before choosing a share, I would ask a simpler question: What do I want this investment to achieve?

If the goal is broad exposure, an ASX ETF could be the easiest answer. Something like the Vanguard Australian Shares Index ETF (ASX: VAS) can give investors exposure to a large group of Australian companies in one trade.

If the goal is global growth, an ETF such as the Vanguard MSCI Index International Shares ETF (ASX: VGS) could open the door to companies and sectors that are harder to access through the ASX alone.

If the goal is individual stock picking, I would then focus on business quality rather than trying to guess which share will move next week.

That first step matters because not every good investment does the same job.

Look for repeatable strengths

When I look at individual ASX shares, I want to understand why the business might be more valuable in five or 10 years.

That could come from a trusted brand, a powerful market position, recurring revenue, customer loyalty, scale, cost advantages, or a product that is difficult to replace.

For example, ResMed Inc (ASX: RMD) has a strong position in sleep health, with devices, masks, accessories, and software supporting ongoing treatment needs.

Macquarie Group Ltd (ASX: MQG) has a very different appeal. It is a global financial group with exposure to infrastructure, asset management, commodities, private capital, and market activity.

Neither business is perfect. But both have qualities that could allow them to keep building value over time.

That is the sort of thinking I would use. I would not ask only whether a share is popular today. I would ask whether the business has strengths that can keep showing up over many years.

Avoid needing one perfect pick

I do not think investors need to find the single best ASX share before getting started.

That can create too much pressure. Instead, I would think in layers. One investment might provide broad market exposure. Another might add global growth. Another might be a high-quality Australian business. Another might be a more ambitious growth idea.

This does not mean making things complicated. It just means accepting that different investments can play different roles, depending on what the investor is trying to achieve.

It also reduces the risk of putting too much weight on one decision.

Foolish Takeaway

Not knowing exactly what to buy is not a reason to stay on the side lines forever.

I think the better approach is to slow the decision down. Work out what the investment needs to do, focus on quality, and avoid making the whole plan depend on one perfect pick.

The share market will always feel uncertain. But investors do not need certainty to begin. They need a sensible process they can keep using, even when the headlines are noisy.

The post How to invest in ASX shares when you don’t know what to buy appeared first on The Motley Fool Australia.

More reading

• Where to invest $2,000 in ASX 200 shares in June
• If I invest $8,000 in Macquarie shares, how much passive income will I receive in 2027?
• Looking to FIRE? Here are 2 ASX ETFs to get your portfolio started
• 7 ASX 200 shares with strengthened buy ratings this week
• Which are the best ASX shares to buy now for FY27?

Motley Fool contributor Grace Alvino has positions in Vanguard Australian Shares Index ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and ResMed. The Motley Fool Australia has positions in and has recommended Macquarie Group and ResMed. The Motley Fool Australia has recommended Vanguard Msci Index International Shares ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Fortescue Ltd (ASX: FMG) and Rio Tinto Ltd (ASX: RIO) are two of the biggest mining shares on the ASX.

Both give investors exposure to iron ore, both can pay large dividends, and both are trying to position themselves for the next phase of resources demand.

But they are not the same investment.

Fortescue offers a larger forecast dividend yield today, while Rio Tinto gives investors a broader commodity mix and, in my view, a more balanced long-term opportunity.

So, which one would I buy?

The case for Fortescue shares

Fortescue remains one of the ASX’s great mining success stories.

The company built a world-class iron ore business in the Pilbara and has rewarded shareholders handsomely over the years when iron ore prices have been strong.

According to CommSec, consensus estimates point to earnings per share of $1.73 in FY26 and $1.42 in FY27. Based on the current share price of $20.47, that puts Fortescue on around 12 times FY26 earnings and 14 times FY27 earnings.

But the main attraction today is income. Dividend estimates sit at $1.19 per share in FY26 and 94 cents in FY27. That implies forward dividend yields of approximately 5.8% and 4.6%.

Those are attractive numbers, particularly for investors looking for resources income.

I also think it is worth noting that Fortescue is no longer only talking about iron ore and green energy. It has turned more attention to copper, which could be a smart move if the company can build meaningful exposure over time.

Copper should benefit from electrification, grid investment, data centres, renewable energy, and industrial demand. So, I like the direction of travel.

The challenge is that Fortescue remains highly exposed to iron ore today. If iron ore prices weaken, earnings and dividends can move quickly. That does not make it a bad investment, but it does make the income outlook more cyclical than the headline yield might suggest.

The case for Rio Tinto shares

Rio Tinto is also heavily exposed to iron ore, but I think it offers a broader and more attractive long-term mix.

CommSec’s consensus estimates point to earnings per share of $11.88 in FY26 and $12.38 in FY27. With the share price around $185.59, that puts Rio Tinto on roughly 16 times FY26 earnings and 15 times FY27 earnings.

Dividend estimates are $6.54 per share in FY26 and $6.81 in FY27. That implies forward yields of approximately 3.5% and 3.7%.

Those yields are lower than Fortescue’s, but I do not think yield alone should decide this comparison.

Rio Tinto has exposure to iron ore, copper, aluminium, lithium, and other materials tied to global industrial growth and the energy transition. That broader commodity base is the main reason I prefer it.

Iron ore may remain a major profit driver, but I like miners that have more than one path to create value. Rio Tinto has the balance sheet, project pipeline, and global asset base to keep investing across several important commodities.

Copper is particularly important to me. The world will likely need more copper over the coming decades, and building new supply is not easy. Rio Tinto’s copper exposure gives it a valuable long-term growth angle that Fortescue is still trying to develop.

Which would I buy?

I would choose Rio Tinto shares.

Fortescue’s yield is attractive, and I can see why income investors may prefer it. If iron ore prices remain supportive, Fortescue can continue to generate strong cash flow and dividends.

But Rio Tinto is the better buy for me because it offers a more diversified resources exposure.

The valuation is not demanding, the dividend yield is still useful, and the business has more ways to benefit from the long-term demand for critical materials. I also think its copper exposure gives it a stronger position for the next decade.

Fortescue’s copper ambitions are worth watching, but Rio Tinto already has a wider base to work from.

The post Are Fortescue or Rio Tinto shares the better buy? appeared first on The Motley Fool Australia.

More reading

• ASX 200 iron ore shares down 5%: Should you buy the dip?
• 3 ASX 200 mining shares to buy: experts
• Buy, hold, sell: IPD, Kogan, Rio Tinto shares
• Guess which ASX 200 share is jumping 17% on earnings guidance upgrade
• China’s PMI data beat forecasts. Investors should be looking at these ASX resource stocks

Motley Fool contributor Grace Alvino has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Some of the most interesting buying opportunities can appear before the market feels comfortable again.

I am not looking for businesses where everything is perfect today. I am looking for companies where expectations have been reset, but the long-term opportunity still looks attractive.

Three ASX shares I would consider buying before sentiment improves are named in this article.

CSL Ltd (ASX: CSL)

CSL is one ASX share I think investors should be studying closely.

The healthcare giant has been through a difficult period. Confidence has weakened, guidance has disappointed, and the market no longer treats the company as the simple long-term compounder it once appeared to be.

I think that shift is important. Investors should not pretend the old story is still intact. CSL needs to rebuild trust, improve execution, and show that the pressure in parts of its business can be managed.

But I also do not think the company’s long-term strengths have disappeared. CSL remains a global healthcare leader with valuable positions across plasma therapies, vaccines, and specialist medicines.

The dividend yield has also become more interesting after the share price weakness. I would not buy CSL only for income, but I do like being paid something while waiting for the business to regain momentum.

Sentiment may take time to turn. That is normal after a long derating. But I think patient investors could look back on this period as a useful opportunity to buy a global healthcare leader when expectations were unusually low.

WiseTech Global Ltd (ASX: WTC)

WiseTech is another ASX share I would buy before confidence fully returns.

The logistics software company has been sold down heavily from its high, but I still think the business has an excellent long-term position.

Global trade is complicated. Freight forwarders and logistics providers deal with customs, documentation, compliance, warehousing, transport, tariffs, and constant exceptions. That kind of complexity creates a need for software that can sit deep inside daily workflows.

That is what I like about WiseTech. Its CargoWise platform is not a casual tool that customers use once and forget. It helps run important parts of global logistics operations. If the software saves time, reduces errors, and improves control, it can become very difficult to replace.

I am also positive on its exposure to artificial intelligence (AI) and think it could become genuinely useful in this part of the economy. Logistics still contains a lot of repetitive admin, document handling, and manual checking. If WiseTech can use AI to make those processes faster and more accurate, the platform could become even more valuable.

There are risks around valuation, execution, and integration. But I think the share price fall has made the long-term risk/reward more appealing.

Treasury Wine Estates Ltd (ASX: TWE)

Treasury Wine Estates is a different type of opportunity.

This is more of a recovery story than a clean compounder today. The market has become cautious on the business, and that is understandable. The US wine market has been difficult, execution has been questioned, and confidence in the earnings outlook has weakened.

But I still think Treasury Wine owns assets worth paying attention to. Penfolds remains a powerful premium wine brand. Those kinds of brands are not built quickly. They need history, trust, distribution, quality, scarcity, and pricing power.

If the company can rebuild momentum in China, improve its US performance, and focus more effectively on its strongest brands, I think sentiment could improve over time.

However, recovery stories often take longer than investors hope, so patience will be needed. But after a heavy sell-off, I think the market may already be pricing in a lot of disappointment.

Foolish Takeaway

Weak sentiment can make even good opportunities feel uncomfortable.

That is why I think this is a useful time to look at businesses where the market has lost patience, but the long-term case has not disappeared. The share prices may not recover quickly, and there will almost certainly be setbacks.

But investors do not need everyone to agree with them on day one. In my opinion, they need the businesses to keep improving while expectations remain low. If that happens, the market may eventually catch on.

The post 3 cheap ASX shares I’d buy before sentiment turns appeared first on The Motley Fool Australia.

More reading

• ASX 200 tech stocks led the market with big share price gains last week
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Motley Fool contributor Grace Alvino has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Treasury Wine Estates, and WiseTech Global. The Motley Fool Australia has positions in and has recommended Treasury Wine Estates and WiseTech Global. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

National Australia Bank Ltd (ASX: NAB) shares are trading around $36.70 at the time of writing, which puts them close to their 52-week low of $36.03.

That is a long way from their 52-week high of $49.45.

For investors looking at the major banks, that creates an interesting question. Is NAB now a buying opportunity after dropping 25% from its high, or is the market right to be cautious?

I think the answer depends on what an investor wants from the banking sector.

The valuation looks more reasonable

The first thing that stands out is valuation.

According to CommSec, consensus estimates are for NAB to generate earnings per share of $2.43 in FY26 and $2.62 in FY27.

Based on the current share price, that puts the bank on around 15 times FY26 earnings and 14 times FY27 earnings.

That is not bargain-basement territory, but it does look far more reasonable than some other parts of the banking sector.

For comparison, Commonwealth Bank of Australia (ASX: CBA) is trading around $162.10. CommSec estimates point to earnings per share of $6.54 in FY26 and $7.04 in FY27.

That puts CBA on around 25 times FY26 earnings and 23 times FY27 earnings.

CBA deserves a premium in my view. It is the highest-quality major bank, with a stronger retail franchise, excellent digital capabilities, deep customer relationships, and a long record of market confidence.

But NAB is much cheaper on forecast earnings. For investors who want exposure to the major banks without paying CBA’s premium multiple, I think NAB shares are worth considering.

The income looks attractive

The second reason NAB interests me is income.

CommSec’s consensus estimates are for dividends per share of $1.72 in FY26 and $1.78 in FY27.

Based on the current share price, that implies forward dividend yields of around 4.7% and 4.9%, respectively.

Those are attractive yields, especially if the dividends are fully franked.

The key point is that investors are not relying only on capital growth. If NAB can deliver on those dividend forecasts, shareholders could receive a useful income stream while waiting for sentiment to improve.

Bank dividends are never guaranteed. Earnings, bad debts, margins, capital requirements, and the economic cycle can all affect payouts. But at today’s share price, I think the forecast yield adds to the investment case.

Would I invest $5,000?

Yes, I would buy NAB shares at current prices.

The share price is near its 52-week low, the valuation appears reasonable, and the dividend yield appears attractive relative to consensus expectations.

I do not think NAB is my preferred exposure in the banking sector. That remains CBA because I think it is the better business.

But price is important too.

At the right valuation, a lower-preference stock can still be a good investment. NAB gives investors exposure to a large Australian bank with a strong business lending position, a major household banking operation, and the potential to recover if the market becomes less cautious.

I would not expect a straight-line rebound. The banks still face pressure from competition, funding costs, margins, credit quality, and a slower economy. But I think a lot of caution is already reflected in NAB’s share price.

The post Down 25%: Should I invest $5,000 into NAB shares? appeared first on The Motley Fool Australia.

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• Should you buy CBA and NAB shares this week?
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• 3 ASX 200 shares to sell this week according to experts
• Are ASX 200 bank shares a buy in June?

Motley Fool contributor Grace Alvino has positions in Commonwealth Bank Of Australia. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Retiring with $1 million in ASX shares is a big goal, but I do not think it needs to be difficult.

The key is starting early enough, investing regularly, and giving compounding enough time to work. For this example, let’s assume someone is starting at age 35 and wants to build a $1 million portfolio by age 67.

That gives them roughly 32 years.

If an investor achieved an average annual return of 9%, they would need to invest around $6,000 per year to reach $1 million by age 67. That is about $115 a week.

Those returns are not guaranteed, of course. Some years will be negative, and some years will be much stronger. But the exercise shows something important: the target becomes much more achievable when time is doing a lot of the heavy lifting.

I’d start with broad exposure

If I were building towards $1 million, I would not try to make the whole plan depend on picking the perfect stock.

That is too much pressure.

I would start with a diversified core. This could include broad ASX exchange-traded funds (ETFs) that provide exposure to Australian shares, global shares, or the US market.

A broad ETF helps reduce the risk of one company doing too much damage to the overall plan. It also makes it easier to stay invested because the portfolio is not relying on a single business, sector, or theme.

I think that is important over a 30-year journey.

I’d add quality shares over time

Once the core is in place, I would add individual ASX shares where I see quality, growth, or income potential.

That could include blue-chip shares, dividend shares, healthcare leaders, technology businesses, infrastructure stocks, or high-quality retailers.

The exact names could change over time, but right now it might include Goodman Group (ASX: GMG), Netwealth Group Ltd (ASX: NWL), and Car Group Ltd (ASX: CAR).

I want to look for companies with strong market positions, good balance sheets, capable management, and the ability to grow earnings over many years.

Not every pick will work. That is why diversification matters.

I’d keep investing through bad markets

The hardest part of this plan is not the maths. It is behaviour.

There will almost certainly be bear markets, recessions, interest rate scares, inflation worries, and company disappointments along the way.

I would expect that. But if the goal is to build a $1 million ASX share portfolio over decades, market falls can become opportunities rather than reasons to stop.

Regular investing means buying through good markets and bad markets. Over time, that can help smooth the entry price and keep the plan moving.

Foolish Takeaway

A $1 million ASX share portfolio will not appear overnight.

But starting at 35 gives an investor something very valuable: time. With regular contributions, a sensible return assumption, and the discipline to keep going through market cycles, the target can become far more realistic than it might first seem.

The best plan is not necessarily the cleverest one. It is the one that an investor can repeat for years without getting shaken out by every market wobble.

The post How I’d invest if I wanted to retire with $1 million in ASX shares appeared first on The Motley Fool Australia.

More reading

• Where to invest $2,000 in ASX 200 shares in June
• ASX 200 tech stocks led the market with big share price gains last week
• 3 amazing ASX ETFs to buy and hold for 10 years
• Top brokers name 3 ASX shares to buy next week
• If I invest $8,000 in Macquarie shares, how much passive income will I receive in 2027?

Motley Fool contributor Grace Alvino has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group and Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. The Motley Fool Australia has recommended CAR Group Ltd and Goodman Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Have $2,000 ready to invest?

That is more than enough to start building exposure to some high-quality ASX 200 shares. The key is to focus on businesses with strong brands, durable earnings, and long-term growth opportunities.

With that in mind, here are three ASX 200 shares that could be worth a closer look.

Breville Group Ltd (ASX: BRG)

The first share to look at is Breville. It has become one of the ASX’s more interesting global consumer businesses. It sells premium kitchen appliances across categories such as coffee, cooking, food preparation, and other home products.

What stands out is the company’s ability to turn everyday appliances into higher-value products. A coffee machine is not just a coffee machine when customers are prepared to pay for better design, performance, and reliability.

That premium positioning has helped Breville build a brand that travels well beyond Australia. The United States is already a major market for the company, and there is still room to grow in other international regions.

Consumer spending can move through cycles, so investors should expect some bumps along the way. But Breville’s product discipline, brand strength, and global runway make it a compelling growth option.

ResMed Inc (ASX: RMD)

Another ASX 200 share that could be worth considering is ResMed.

The company is a global leader in sleep apnoea treatment and respiratory care. Its devices, masks, accessories, and connected health platforms help patients manage chronic conditions and improve sleep quality.

This gives ResMed exposure to a large healthcare market with structural growth drivers. Sleep apnoea remains underdiagnosed in many countries, and awareness of the condition continues to increase.

The company also benefits from repeat demand. Once patients are using its devices, many continue to purchase masks, accessories, and support products over time.

That combination of medical need, global scale, and recurring product demand gives ResMed a strong long-term growth profile.

TechnologyOne Ltd (ASX: TNE)

A third ASX 200 share to consider for a $2,000 investment is TechnologyOne.

TechnologyOne provides enterprise software to organisations such as councils, universities, government departments, and large businesses. These customers use its systems to manage important functions across finance, payroll, assets, students, and administration.

Once software becomes embedded in these workflows, replacing it can be disruptive and costly. That gives TechnologyOne a sticky customer base and a strong recurring revenue foundation.

The company has also been expanding through its cloud-based model and growing internationally, particularly in the United Kingdom. This could provide another source of growth over the years ahead.

Overall, its consistency, defensive customer base, and scalable software model arguably make it one of the ASX’s standout technology businesses.

The post Where to invest $2,000 in ASX 200 shares in June appeared first on The Motley Fool Australia.

More reading

• ASX 200 tech stocks led the market with big share price gains last week
• Which are the best ASX shares to buy now for FY27?
• Canaccord Genuity has just added these two ASX 200 shares to its best ideas list
• 3 amazing ASX growth shares to buy with $15,000
• 3 ASX 200 shares that could be too good to ignore in June

Motley Fool contributor James Mickleboro has positions in ResMed and Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended ResMed and Technology One. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX 200 tech shares led the 11 market sectors last week with a 7.68% gain over the five trading days.

Meanwhile, the S&P/ASX 200 Index (ASX: XJO) slipped 1.22% to close at 8,625.1 points on Friday.

ASX 200 tech shares are continuing to recover from a 48% sector meltdown between 29 August 2025 and 30 March 2026.

Fears over the impact of artificial intelligence (AI) drove the decline, but ASX investors appear to be over it.

The S&P/ASX 200 Information Technology Index (ASX: XIJ) is now up 26% since 31 March vs. a 1.9% lift for the rest of the market.

Six of the 11 market sectors finished in the green last week.

Let’s review.

ASX 200 tech shares outperform by a long shot

Let’s take a look at how the major ASX 200 tech shares performed last week.

The market’s largest tech company by market cap, Xero Ltd (ASX: XRO), rose 5.45% to $79.27 per share.

The WiseTech Global Ltd (ASX: WTC) share price zoomed 10.55% to close at $39.81 on Friday.

Investors in Megaport Ltd (ASX: MP1) shares had an exciting week that ended with a 19.07% share price rise to $18.48.

On Friday, Megaport shares were the best performers of the ASX 200, reaching a new 52-week high of $21.16.

This followed news of four new AI infrastructure contracts worth $458.9 million and a fully underwritten $827.3 million entitlement offer.

TechnologyOne Ltd (ASX: TNE) shares rose 8.34% to $32.33 apiece, while Nextdc Ltd (ASX: NXT) lifted 4.07% to $15.86.

The Life360 Inc (ASX: 360) share price soared 13.81% to $22.

Codan Ltd (ASX: CDA) shares rose 2.46% to finish at $43.70 apiece on Friday.

The Siteminder Ltd (ASX: SDR) share price lifted 10% to $3.85.

Objective Corporation Ltd (ASX: OCL) shares ascended 8.12% to $11.32.

The Catapult Sports Ltd (ASX: CAT) share price rose 8.31% to $3.65.

Dicker Data Ltd (ASX: DDR) shares lifted 7.72% to $11.16 apiece.

ASX 200 market sector snapshot

Here’s how the 11 market sectors stacked up last week, according to CommSec data.

Over the five trading days:

S&P/ASX 200 market sector	Change last week
Information Technology (ASX: XIJ)	7.68%
Consumer Staples (ASX: XSJ)	1.68%
Energy (ASX: XEJ)	1.55%
Utilities (ASX: XUJ)	1.14%
Healthcare (ASX: XHJ)	1.01%
Industrials (ASX: XNJ)	0.45%
Consumer Discretionary (ASX: XDJ)	(1.03%)
Communication (ASX: XTJ)	(1.59%)
Financials (ASX: XFJ)	(2.09%)
Materials (ASX: XMJ)	(2.35%)
A-REIT (ASX: XPJ)	(2.49%)

The post ASX 200 tech stocks led the market with big share price gains last week appeared first on The Motley Fool Australia.

More reading

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• Are Wesfarmers, Xero and this ASX 200 share buys in June?
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• BHP and these ASX 200 shares are up 30%+ in 2026
• Brokers name 3 ASX shares to buy right now

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Catapult Sports, Life360, Megaport, Objective, SiteMinder, Technology One, WiseTech Global, and Xero. The Motley Fool Australia has positions in and has recommended Catapult Sports, Dicker Data, Life360, Objective, SiteMinder, WiseTech Global, and Xero. The Motley Fool Australia has recommended Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.