• These 2 ASX shares make up around 40% of my portfolio

    Accountant woman counting an Australian money and using calculator for calculating dividend yield.

    There are a few ASX shares that I’ve heavily invested in that now make up a significant portion of my portfolio.

    Ultimately, I want to grow my wealth. But, a key part of my investment objectives is growing the flow of dividends hitting my bank account.

    With those dividends, I can pay for expenses, whether that’s discretionary spending or having the peace of mind that essential bills are covered by passive income.

    With that outlined, let’s look at two businesses that make up around 40% of my portfolio.

    MFF Capital Investments Ltd (ASX: MFF)

    MFF is predominantly a listed investment company (LIC) that focuses on international shares. It also has a small funds management segment after acquiring Montaka.

    MFF likes to target competitively advantaged businesses with above-average prospects for strong economic growth in the long-term.

    This investment strategy has led to the ASX share owning stocks like Mastercard, Visa, Alphabet and Amazon.

    It’s the portfolio diversification that gives me confidence to invest a significant portion of my portfolio in it. It’s not just a single ASX share.

    I also like how it has the flexibility to invest in opportunities big or small, anywhere in the world. This can help deliver good returns by having a wide hunting ground. It has a great track record of delivering returns.

    In terms of the dividend, the business has been growing the payout by 1 cent per share every six months for a while. This resulted in the FY26 annual dividend per share rising by 4 cents per share to 21 cents, an increase of 23.5%.

    I expect the business will increase its dividend by another 4 cents per share to 25 cents per share, a rise of 19%.

    That estimated FY27 payout translates into a grossed-up dividend yield of 6.6%, including franking credits.

    Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)

    Another ASX share that I’ve significantly invested in my portfolio is Soul Patts.

    This business is one of the oldest on the ASX, it’s been listed for over 120 years. That longevity is one of the reasons for my confidence in the business, it has already proved it can thrive for many decades.

    The company has built its portfolio to include a number of different types of assets including fixed income, private credit, swimming schools, agriculture, telecommunications, resources, energy, electrification, building products, retirement living, financial services and so on.

    As I’ve said before, I love investments that can provide exposure to a whole portfolio.

    I think it’s really attractive that Soul Patts invests in a wide variety of assets, including a significant portion of the portfolio being unlisted investments.

    The investment team at Soul Patts continue to add additional ideas to the portfolio. Recently, fixed income and international investments have become larger focuses.

    It regularly adds to its portfolio, which is a useful driver of the net asset value (NAV) of the company, which then helps the share price.

    Impressively, it has grown its dividend every year since 1998, which is the sort of consistency I like to invest in. Its latest annual dividend was the FY26 payout of $1.11 per share.

    That translates into a grossed-up dividend yield of 3.5%, including franking credits, at the time of writing.

    The post These 2 ASX shares make up around 40% of my portfolio appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Mff Capital Investments right now?

    Before you buy Mff Capital Investments shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Mff Capital Investments wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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    Motley Fool contributor Tristan Harrison has positions in Mff Capital Investments and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Mastercard, Visa, and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Mff Capital Investments and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended Alphabet, Amazon, Mastercard, and Visa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • 3 amazing ASX tech ETFs for growth investors

    Woman and AI robot working together in the office.

    Technology has been one of the biggest drivers of share market growth over the past decade.

    And with artificial intelligence (AI), cloud computing, automation, and digital services continuing to expand, there could still be plenty of opportunities ahead.

    For investors who want exposure without picking individual tech stocks, these three ASX exchange traded funds (ETFs) could be worth considering.

    Betashares S&P/ASX Australian Technology ETF (ASX: ATEC)

    The Betashares S&P/ASX Australian Technology ETF could be a good option for investors who want to back the local technology sector.

    It is fair to say that Australia does not have the same depth of technology companies as the United States. However, it has still produced some excellent businesses across software, online marketplaces, payments, and digital services. This includes WiseTech Global Ltd (ASX: WTC) and TechnologyOne Ltd (ASX: TNE).

    The Betashares S&P/ASX Australian Technology ETF brings many of them together in one easy investment.

    As a result, for investors who want exposure to home-grown technology companies, it could be worth a closer look.

    Global X Artificial Intelligence ETF (ASX: GXAI)

    Another ASX ETF to look at is the Global X Artificial Intelligence ETF.

    It provides investors with exposure to the leading companies involved in artificial intelligence and the infrastructure needed to support it.

    That can include semiconductors, software, cloud computing, data infrastructure, and automation.

    The good thing about this fund is that investors do not have to decide exactly where the biggest winners will emerge. Some companies may dominate AI software, while others could make more money supplying chips, computing power, or the tools needed to build and run AI systems.

    The Global X Artificial Intelligence ETF provides exposure across that wider opportunity, potentially making it a great long-term pick.

    Global X FANG+ ETF (ASX: FANG)

    A final ASX ETF for investors to consider is the Global X FANG+ ETF.

    This fund takes a much more concentrated approach by investing in a relatively small group of major global growth companies.

    Its portfolio is tilted towards businesses operating across artificial intelligence, cloud computing, digital advertising, ecommerce, social media, electric vehicles, and other fast-growing areas of the economy.

    Holdings include Microsoft (NASDAQ: MSFT), Palantir (NASDAQ: PLTR), and Netflix (NASDAQ: NFLX).

    For investors looking for a focused way to gain exposure to some of the world’s most influential technology and growth companies, the Global X FANG+ ETF could be worth a look this month.

    The post 3 amazing ASX tech ETFs for growth investors appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Betashares S&P Asx Australian Technology ETF right now?

    Before you buy Betashares S&P Asx Australian Technology ETF shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Betashares S&P Asx Australian Technology ETF wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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

  • Why this ASX dividend share is a retiree’s dream for 2027

    Elderly couple dressed up with capes on.

    I think the ASX dividend share Future Generation Global Ltd (ASX: FGG) is a strong pick for retirees for 2027 and beyond.

    I imagine plenty of retirees have an outsized amount of their investment portfolios focused on Australian property, ASX bank shares and ASX mining shares.

    So, an ASX dividend share that provides international investment exposure and attractive passive income could be exactly what some retiree investors need.

    Let’s run through some of the positives.

    Diversification

    Future Generation Global is a listed investment company (LIC) that aims to deliver a combination of income and capital growth over the medium-to-long-term by investing global equities. I think it’s a great option for diversification.

    It uses a fund-of-funds model, which provides shareholders with access to a professionally constructed portfolio of leading globally-focused fund managers.

    There are currently 15 fund managers involved in the portfolio, including Antipodes, Munro, Holowesko Partners, Vinva, WCM, Platto, Paradice, Langdon and Morphic.

    The portfolio is invested across various sectors and geographic markets. At the end of August 2026, 54.6% was in invested in the North American share market (less than the global share market), 19.3% was invested in the UK and Europe (more than the global share market), 9.2% was invested in Asia, 4.6% was invested in other developed markets and 1.5% was invested in emerging markets.

    As you can see, the ASX dividend share offers plenty of diversification for Aussies. There are many hundreds of underlying businesses within the portfolio.

    Philanthropy

    The fund managers involved generously work pro bono – for free – which means they waive all management and performance fees. That allows Future Generation Global to donate 1% of its average monthly net assets to a selected group of charities focused on youth mental health.

    Some of those charities include BackTrack, BIGhART, Happy Paws Happy Hearts, Human Naturem I CAN, Life 4 Life, Prevention United, Project Rockit, Reachout, Smiling Mind, WANTA and Youth Opportunities.

    With those fees avoided, shareholder returns aren’t compromised.

    Great passive income

    As a LIC, the board of directors have significant control over the size of the passive income that’s paid to shareholders, which I think is great for retirees.

    Future Generation Global has increased its payout for eight years in a row, which is a great record of growth so far.

    The ASX dividend share expects to pay an annual dividend of 8.4 cents per share for 2026, which translates into a grossed-up dividend yield of 7.4%, including franking credits, at the time of writing.

    That’s a great starting yield for retirees, and I think the 2027 payout could be even larger.

    The post Why this ASX dividend share is a retiree’s dream for 2027 appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Future Generation Global right now?

    Before you buy Future Generation Global shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Future Generation Global wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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    Motley Fool contributor Tristan Harrison has positions in Future Generation Global. 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.