The S&P/ASX 200 Index (ASX: XJO) is slipping on Monday as Friday’s strong rebound loses momentum.

At the time of writing, the ASX 200 is down 0.15% to 8,831 points.

That follows a 1.37% rise on Friday, when the index bounced back from the previous session’s weakness.

The ASX 200 has traded between 8,817.5 points and 8,856.8 points, meaning buyers have stepped in from the morning low.

But the market has struggled to hold those gains, with banks, supermarkets, and resources keeping the index in negative territory.

There are more losers than winners as well, with 116 shares falling, 74 rising, and 10 trading flat.

Let’s take a closer look.

Banks drag the index lower

The banks are doing a fair bit of the damage today.

Commonwealth Bank of Australia (ASX: CBA) shares are down 0.36% to $164.42, while Westpac Banking Corp (ASX: WBC) shares are down 0.83% to $35.395.

ANZ Group Holdings Ltd (ASX: ANZ) shares are also lower, down 0.20% to $35.19, and Macquarie Group Ltd (ASX: MQG) shares are down 0.62% to $250.10.

National Australia Bank Ltd (ASX: NAB) is holding up a little better, with its shares up 0.13% to $38.62.

The supermarkets are adding to the pressure.

Woolworths Group Ltd (ASX: WOW) shares are down 1.28% to $39.27, while Coles Group Ltd (ASX: COL) shares are down 0.67% to $23.125.

Some sectors are still fighting back

Despite the ASX 200 sitting in the red, there are still a few pockets of strength.

Energy shares are giving the market some support, even with oil prices slightly softer.

Woodside Energy Group Ltd (ASX: WDS) shares are up 1.26% to $28.22, while Santos Ltd (ASX: STO) shares are up 2.11% to $7.25.

Healthcare is also helping.

CSL Ltd (ASX: CSL) shares are up 1.15% to $123.21, and ResMed Inc (ASX: RMD) shares are up 1.28% to $30.89.

Gold shares are also drawing interest, with takeover activity giving the sector some extra attention.

Vault Minerals Ltd (ASX: VAU) shares are up 12% to $5.11 after receiving a takeover offer from Genesis Minerals Ltd (ASX: GMD). Genesis shares are down 7.15% to $5.84.

Regis Resources Ltd (ASX: RRL) shares are also higher, up 3.6% to $6.87.

Can the ASX 200 recover?

The ASX 200 isn’t falling heavily, but today’s move still shows how quickly Friday’s rally has faded away.

The market is getting support from energy, healthcare, and gold, but the banks are making it difficult for the index to turn positive.

From here, the ASX 200 probably needs financials to steady and a few more large-cap stocks to join the rebound.

Without that, today may end up looking like a breather after Friday’s strong rally.

 

The post ASX 200 slips as Friday’s rally fades appeared first on The Motley Fool Australia.

More reading

• Owned CBA shares for 10 years? Here’s how much money you’ve made
• 2 world-class ASX 200 shares I want in my portfolio
• Oil price crash sparks broker upgrades for ASX energy shares
• Up 19%, should I still buy Woodside shares today?
• Better buy? NAB vs Westpac shares

Motley Fool contributor Aaron Teboneras 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 CSL, Macquarie Group, and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended CSL and Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Of all of the blue chip shares on the S&P/ASX 200 Index (ASX: XJO), Commonwealth Bank of Australia (ASX: CBA) shares probably command the largest army of long-term investors. 

This is likely down to a few factors. For one, CBA is one of the largest companies in Australia, and certainly the largest consumer-facing one. A good chunk of us bank with CBA, and use its products and services daily. For another, Commonwealth Bank used to be a publicly owned company before it was privatised back in the 1990s. The manner of its privatisation, where shares were offered to the general public in huge tranches, resulted in a huge retail base of ‘mum-and-dad investors’. 

Many of these original buyers of CBA still hold their shares today.

And they have always been lavishly rewarded for doing so. 

Back in the 1990s, CBA shares were floated at a few different prices, one as low as $5.40. Given the bank hit $25 a share in 1999, $60 in 2007, $95 in 2015 and $192 (its current all-time high) in 2025, selling this ASX bank stock has always looked like a mistake in hindsight.

Particularly when considering that these healthy capital gains have always been accompanied by even healthier dividend returns. Like its peers in the banking sector, CBA has tended to pay fat, fully franked and rising dividends, albeit with some short-term volatility.

Considering CBA shares’ history of capital growth, as well as its dividend track record, many investors might want to know how just how profitable this bank stock has been over the last ten years. That’s what we’ll be diving into today.

CBA shares: Just how much money have investors made since 2016?

So let’s assume an investor bought $10,000 worth of CBA shares back in July of 2016. Early in that month, you could have picked up this bank for just $72.56, meaning $10,000 would have got you approximately 138 shares.

At the time of writing, those same shares are going for $164.56 each, down 0.28% for the session thus far. That means our $10,000 would today be worth about $22,710, representing a compounded average growth rate of about 8.53% per annum. Not bad for a big ASX bank.

But that’s before we get to the dividends.

CBA has paid out two dividends every year since 2016. These have varied from year to year, but have trended upwards over time. For example, the bank doled out $4.29 worth of dividends over 2017, $3.50 in 2021, and $4.85 over 2025. 

Since mid-2026, investors have enjoyed a total of $41.81 in dividends per share. Our investors’ 138 shares would have thus yielded a total of roughly $5,770 in dividend income over the last ten years as well.

So our investor who started with $10,000 ten years ago would today have a position worth approximately $28,480. That represents an overall compounded growth rate of 11.03% per annum. Not a bad return for a bank. But let’s see what CBA shares deliver over the next ten years.

The post Owned CBA shares for 10 years? Here’s how much money you’ve made appeared first on The Motley Fool Australia.

More reading

• ASX 200 slips as Friday’s rally fades
• 2 world-class ASX 200 shares I want in my portfolio
• How much do I need in superannuation to receive $5,500 per month in passive income?
• Should I buy, hold, or sell CBA shares in July?
• This is the ASX bank stock I would buy today for franked dividend income

Motley Fool contributor Sebastian Bowen 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.

Share price falls can create better entry points when the underlying business still has a long runway.

That is how I see Zip Co Ltd (ASX: ZIP) and WiseTech Global Ltd (ASX: WTC).

Both shares have fallen heavily from their highs, both remain volatile, and both still need to keep proving themselves.

Even so, I think they are worth buying today.

Zip shares

Zip shares are down around 35% from their high, despite a strong recent recovery.

The share price has climbed around 25% over the past month, which shows that investors are starting to warm to the story again. But I do not think the opportunity has disappeared.

The reason I like Zip is that the company has moved beyond the old growth at any cost story.

A few years ago, many investors viewed buy now, pay later (BNPL) companies with scepticism, and fairly so. The sector was highly competitive, funding costs mattered, and profitability was not always clear. Zip now looks like a much more disciplined business.

It is the US opportunity that interests me most. Zip is targeting a very large market where many consumers still want flexible payment options and may not be well served by traditional credit products.

If Zip can keep growing transaction volumes while managing credit quality and improving profitability, the upside could be material.

The company will not have a smooth ride. Payments and consumer finance can be sensitive to economic conditions, regulation, and investor sentiment.

But I think the market may still be underestimating what a better-run Zip could become.

WiseTech shares

WiseTech shares have had an even tougher run, falling almost 70% over the past 12 months.

Clearly, sentiment is weak and confidence may take time to rebuild, especially for a company that was once priced for a lot of growth.

But I think WiseTech remains one of the highest-quality software businesses on the ASX.

The company’s CargoWise platform helps logistics companies manage the messy work behind global trade. Freight forwarding, customs, compliance, documentation, tracking, tariffs, shipping data, and warehouse coordination all involve enormous complexity. That is where software can become valuable.

I like businesses that solve problems customers deal with every day. WiseTech is trying to become core infrastructure for companies that move goods around the world.

That can create sticky customer relationships if the software keeps improving.

The risks are clear. WiseTech needs to maintain growth, execute on acquisitions, manage governance concerns, and rebuild market trust. A recovery in the share price may not happen quickly.

But I think the long-term opportunity remains very attractive. Global trade is unlikely to become less complex, and logistics companies should keep looking for better digital tools.

Foolish takeaway

I think Zip and WiseTech are both buys, but neither is the kind of share investors should expect to behave calmly.

That is part of the opportunity. The market has already taken a much more cautious view of both companies, even though the long-term growth stories still look alive to me.

Zip needs to keep proving that its recovery is built on better discipline, not just improving sentiment. WiseTech needs to rebuild confidence and show that its software platform can keep growing into a much larger global opportunity.

That makes both shares higher-risk buys, but I think the potential reward is now interesting enough to justify a closer look.

The post Down 35%+, should you buy Zip and WiseTech shares? appeared first on The Motley Fool Australia.

More reading

• 3 ASX 200 shares to buy now: experts
• Can WiseTech shares double from here? Analysts are betting yes
• These ASX tech stocks have lost billions. Buy the dip or stay away?
• 3 ASX shares down at least 50% in FY26
• Zip shares: 3 reasons to buy and 3 reasons to sell

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 WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.