ASX dividend shares are a great way for investors to build financial security, take advantage of compounding, and create an extra passive income stream.

A common misconception is that investors need to invest millions of dollars (or more) to make it worth it.

The reality is that you could earn a good passive income off a portfolio of around $100,000.

But what could that passive income actually look like?

Let’s break it down.

How much could I earn off a $100,000 ASX share portfolio?

The easiest way to calculate your passive income is by multiplying your total portfolio value by your dividend yield.

The tricky part is that the answer varies widely depending on the dividend yield of your portfolio.

For example, $100,000 x 3% = $3,000 per year in dividend payments.

But if your portfolio has a dividend yield of around 6%, your passive income will be double the size. That’s because $100,000 x 6% = $6,000 per year in dividend payments. 

And so on. As your dividend yield increases, the passive income you can earn from your $100,000 portfolio also increases.  

These figures are based on cash dividends before any tax or franking credit benefits.

Of course, this type of money isn’t going to become a primary income stream, but it’ll certainly help create an extra buffer.

Which ASX shares could earn me $3,000 per year in dividends?

To earn an annual passive income of around $3,000, your portfolio will need to yield around 3%.

A 3% dividend yield is very achievable, and there is a wide range of high-quality ASX dividend shares that pay out around that level. 

For example, major blue chips like BHP Group Ltd (ASX: BHP) and Commonwealth Bank of Australia (ASX: CBA) pay around the 3% mark. As do long-standing ASX dividend players like Washington H. Soul Pattinson and Co Ltd (ASX: SOL), ASX healthcare giant CSL Ltd (ASX: CSL), and Coles Group Ltd (ASX: COL).

What ASX shares could help me earn around $6,000 per year in dividend payments?

To earn an annual passive income of around $6,000, your portfolio will need to yield around 6%.

This is a little higher than the average across the index, but there are still plenty of options available.

For example, long-standing ASX dividend payer APA Group Ltd (ASX: APA) pays around 6%. Metcash Ltd (ASX: MTS) also pays around a 6% yield, as does energy provider AGL Energy Ltd (ASX: AGL).

What about if I wanted to earn $10,000 per year in dividends? Is that possible?

Technically, yes, although your portfolio would need to average a dividend yield of around 10%. 

There are options around this level, but they generally come with higher risk.

Some good high-yielding ASX shares are IPH Ltd (ASX: IPH) and non-bank lender Liberty Financial Group Ltd (ASX: LFG). Meanwhile, GQG Partners Inc (ASX: GQG) yields even higher, at around 16%.

Of course, it’s important to note that, ideally, you want to build a portfolio comprising a mix of different yielding shares for diversification, rather than a portfolio of just one stock.

The post How much could a $100,000 ASX share portfolio pay in dividends? appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies has positions in BHP Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Apa Group and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended BHP Group, CSL, Gqg Partners, and IPH Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shaw and Partners analysts believe there is now a disconnect between the share prices of Australian uranium producers and developers and the global uranium market, which has demonstrated significantly improved fundamentals.

The broker has this week published a research report naming its top picks in the sector and share price targets for each, which we’ll get to shortly.

First, let’s see what they’re saying about the sector overall.

Energy security driving uranium demand

To start with, Shaw and Partners said there is a divergence between company share prices and the improving uranium price.

They said:

The Global X Uranium ETF is down 31% over the past three months and has given back the gains in Jan/Feb to be down 9% in CY26. That is despite the long term uranium price improving to US$95.5 per pound – a record high, and with strong momentum to move higher. We view the pullback as an excellent buying opportunity.

Shaw and Partners said the drivers behind the strong uranium price continued to strengthen.

They said:

Nuclear energy has returned to favour with governments focused on energy security and decarbonisation. The conflict in the Middle East adds additional focus on energy security. On top of that, demand for clean, baseload energy for data centres and AI will add further demand for nuclear power. The US, China and India have all set ambitious targets to expand their nuclear industries. There are now 38 countries pledged to triple nuclear energy by 2050.

The broker said the World Nuclear Association estimates there are currently 372 gigawatts of nuclear capacity online; however, this is expected to grow to 686 gigawatts by 2040.

They added:

Existing mine production is only about 150Mlb of U3O8, so we need to add ~240Mlb of new mine supply in the next 14 years. When you consider depletion of existing mines, the required new supply is more likely to be >350Mlb. It is difficult to see where more than 150Mlb of that supply will come from. Sovereign strategic buyers have recognised the urgency to lock in nuclear fuel supply next decade. India and China are leading the way, and we expect to the US follow suit.

Massive share price upside for ASX uranium companies tipped

In terms of the Australian companies they like, they are: NexGen Energy Ltd (ASX: NXG) with a price target of $24.80, Paladin Energy Ltd (ASX: PDN) with a price target of $19.10, Silex Systems Ltd (ASX: SLX) with a price target of $14.30, Bannerman Energy Ltd (ASX: BMN) with a price target of $7.60, Boss Energy Ltd (ASX: BOE) with a price target of $3.08, Peninsula Energy Ltd (ASX: PEN) with a price target of 81 cents, and Atomic Eagle Ltd (ASX: AUE) with a price target of $1.70.

The post 7 ASX uranium stocks one broker says have massive upside appeared first on The Motley Fool Australia.

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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 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.

James Hardie Industries PLC (ASX: JHX) shares are storming higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) building materials company closed yesterday trading for $34.85. In earlier morning trade on Thursday, shares jumped to $37.89, up 8.7%. After likely profit-taking, shares are currently trading at $36.87 each, up 5.8%.

For some context, the ASX 200 is up 1% at this same time.

Today’s boost continues the strong upward trend for James Hardie shares since the recent lows in mid-May. Indeed, since market close on 18 May, the ASX 200 stock has gained an impressive 41.7%.

Here’s what’s stoking investor interest today.

James Hardie shares surge on Q1 guidance beat

James Hardie shares are outperforming today following the release of the company’s preliminary first-quarter FY 2027 results. ASX investors can expect to see the final audited results on 7 August.

As for the preliminary results, the company reported consolidated net sales of US$1.449 billion to US$1.475 billion. That result is being well received by the market today, as it is materially above Q1 sales guidance of US$1.315 billion to US$1.354 billion.

Earnings also topped expectations, with earnings before interest, taxes, depreciation and amortisation (EBITDA) ranging from US$399 million to US$407 million. That compares favourably to Q1 EBITDA guidance of US$354 million to US$375 million.

James Hardie’s Siding & Trim division performed strongly, achieving Q1 net sales of US$846 million to US$860 million. That also exceeds first-quarter sales guidance for the division of US$758 million to US$781 million.

In other core financial metrics, James Hardie reported preliminary consolidated GAAP net income for the quarter in the range of US$102 million to US$104 million.

What did management say?

Commenting on the results lifting James Hardie shares today, CEO Aaron Erter said, “Our first quarter results are expected to exceed our prior guidance, primarily as a result of better-than-expected sales in Siding & Trim”.

Erter continued:

Siding & Trim net sales reflected strong sell through and underlying demand for our products. Our performance in Deck, Rail & Accessories was driven by channel inventory normalization and sell-through that improved throughout the quarter.

First-quarter Deck, Rail & Accessories net sales came in at US$296 million to US$305 million.

Erter concluded:

We believe our performance reflects our team’s execution and growth above market, rather than a meaningful improvement in the overall US housing market. That said, we are encouraged by the positive traction from our initiatives to grow our fibre cement business, continued conversion in decking and the positive contribution from sales and cost synergies.

The post Why are James Hardie shares jumping 9% on Thursday? appeared first on The Motley Fool Australia.

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Motley Fool contributor Bernd Struben 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.