Author: openjargon

S&P/ASX 200 Index (ASX: XJO) shares are up 0.4% to 9,039 points on Monday.

Among the 11 market sectors, energy is in the lead today, up 1.1%, while technology is the laggard, down 1.6%.

The financial sector led the market last week amid a bank share rally due to better-than-expected GDP data.

Let’s check out some new ratings on ASX shares today.

Megaport Ltd (ASX: MP1) 

The Megaport share price is $16.73, down 1.6% today and up 23% over 12 months. 

Ord Minnett has an accummulate rating on this ASX 200 tech share.

In a new note, the broker commented:  

Megaport’s (MP1) FY26 earnings and FY27 guidance exceeded consensus estimates. The company also announced three contract wins, together valued at $506 million. ‍

We believe the soft reaction to the results may have been because … ‍Some parts of the investment community had been expecting contract wins already, or more of a guidance uplift in guidance from GPU Pool monetisation.

We see guidance as prudent, and the EBITDA target is achievable purely on a conservative ramp-up of contracts without GPU Pool monetisation. 

Our target price is revised to $22. We have an Accumulate recommendation. Catalysts for the shares include upgrades to FY27 guidance and more contract wins.

Xero Ltd (ASX: XRO)

The Xero share price is $77.91, down 1.8% today and down 52% over 12 months. 

Blake Halligan from Gray Perry Wealth Advisers has a hold rating on this ASX 200 tech stock.

He said (courtesy The Bull):  

Xero remains a leading cloud accounting platform, with a dominant position in Australia and New Zealand.

Fiscal year 2026 operating revenue increased 31 per cent, supported by 506,000 net customer additions and the Melio Payments acquisition. Melio should aid in revenue growth, but costs associated with its integration contributed to a 27 per cent fall in net profit after tax and a gross margin decline from 89 per cent to 83.9 per cent.

The profitable ANZ and UK businesses offer growth potential and could assist in a continuing share price recovery.

AMP Ltd (ASX: AMP)

The AMP share price is $2.47, down 0.4% today and up 45% over 12 months. 

Halligan has a sell rating on this ASX 200 financial share.

He explained:

This wealth management company’s turnaround has gained momentum, with underlying net profit after tax (NPAT) increasing 33 per cent in the first half of 2026.

The simplified business, growing North platform and further capital returns are positives. However, much of this improvement appears reflected in the share price. AMP Bank also faces intense mortgage competition, higher funding costs and investment requirements.

The shares have risen from $1.16 on March 12 to trade at $2.475 on September 3.

The recent share price strength provides an opportunity to reallocate capital elsewhere, as restructuring and execution risks still remain.

The post Buy, hold, sell: Megaport, Xero, AMP shares appeared first on The Motley Fool Australia.

More reading

• These ASX 50 shares have lost up to 60%. Is the sell-off overdone?
• How to build a winning ASX share portfolio and create wealth
• ASX 200 bank shares led a financial sector rebound last week
• A 50% upside? This ASX 200 tech stock is back on my buy list
• This ASX 200 tech giant is down 30% in 2026. Can it make a comeback?

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

Bubs Australia Ltd (ASX: BUB) shares have returned from their trading halt with a bang on Monday.

At the time of writing, the infant formula stock is up 40% to 14 cents, after trading as high as 14.5 cents earlier this morning.

That is quite a turnaround. Bubs shares were down around 27% in 2026 when trading was halted on Friday. After today’s jump, the stock is now slightly higher for the year.

So, what has sent Bubs shares flying today?

The wait is finally over

According to the release, Bubs has secured permanent regulatory authorisation from the US Food and Drug Administration (FDA).

The approval covers 3 infant formula products: Bubs Goat, Bubs 365 Day Grass Fed, and Bubs Essential.

It confirms that the products, manufacturing systems, and supporting scientific evidence meet US requirements around safety, nutritional adequacy, and quality.

It also makes Bubs the only Australian infant formula brand, and one of a limited number of international manufacturers, permanently authorised to supply the US market.

CEO Joe Coote called it a “transformational milestone” and said the approval gives Bubs a platform to accelerate its US growth strategy.

The decision could also support a broader product range and possible entry into the US private-label infant nutrition market.

Why this is such a big deal

The US is already Bubs’ biggest market.

US revenue rose 24% to $65.8 million in FY26, out of total group revenue of $111.9 million. Its products are also now sold in more than 10,000 stores across the country.

Until now, Bubs had been able to continue selling in the US while the FDA worked through its review.

That process is now complete, removing one of the biggest uncertainties hanging over the business.

With well over half of group revenue now coming from the US, securing permanent approval is a major step for the company.

The director buying is worth a look

There’s another detail here that stands out.

Bubs chair Paul Jensen bought 1.5 million shares across 31 August and 1 September, paying between 8.55 cents and 8.7 cents per share.

In total, he spent around $130,500 just days before today’s FDA announcement.

And Jensen has been buying Bubs shares for some time. He also bought 1 million shares across 3 on-market trades in March, after picking up another 630,890 shares across 2 trades last September.

At today’s 14-cent share price, his latest 1.5 million shares are worth around $210,000. That’s roughly $80,000 more than he paid.

But he wasn’t the only director buying last week. Pascal De Petrini bought 800,000 shares, while Lori Tauber Marcus purchased her first 100,000 shares at 9.5 cents each.

The post Bubs shares just rocketed 40%. Here’s the news investors were waiting for appeared first on The Motley Fool Australia.

More reading

• This ASX share jumped 7% before a trading halt. What’s going on?
• How high do brokers think Bubs Australia shares will go?

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 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.

Boresight Ltd (ASX: BST) shares traded more than 10% higher early on Monday after the company announced a repeat order from a major North American military contractor worth more than half a million dollars.

The purchase order is three times larger than previous orders from this customer, Boresight said, and consists of more than 340 BQ-400 swarming-capable aerial target drones, multiple ground control stations and an operator training course.

Drone warfare training the focus

Boresight, which listed on the ASX in June, supplies militaries and other customers with target drones for use in battlefield training.

The company said the new purchase was the large single order to date from a North American military.

Boresight Managing director Justin Olde said:

This repeat order is testament to the ongoing effectiveness of Boresight’s aerial target drones in providing cost-effective, reliable and repeatable mission counter drone training. We have a number of North American military customers however this particular client is a standard setting, training focused organisation that has broad influence over their entire military. They’ve looked at the available options and they keep coming back to Boresight. The ability to service this and other North American customers directly from our US facility means that our delivery lead times and costs are reduced, providing more responsiveness whilst driving down overheads. Support for this delivery will be provided from our Australian HQ where required, while we continue to ramp up operations at our expanded US facility.  

Delivery and payment is expected in the second quarter of FY27.

ASX listing designed to spur growth

Boresight, which was incorporated in 2020, raised $8 million ahead of its June listing on the ASX.

The company said its goal was, “to provide low-cost aerial drone targets to service western and allied militaries as they tackle how to respond to the rapidly changing battlespace”.

The company said further:

Military customers require a cost-effective and reliable way to evaluate counter drone technologies. Once these capabilities are deployed, they must develop effective tactics, techniques and procedures (TTP’s) for their use, and undertake continuous training to ensure that personnel are properly trained, and maintain those skills, throughout the life of the technology. To achieve this, customers require low-cost, disposable training drones (targets) – and lots of them. Boresight was created to meet that need.

Boresight said at the time it had sold more than 6,000 drones to customers globally since its launch and had offices in the US, the United Kingdom, and Australia.

Boresight shares were changing hands for 36 cents on Monday morning, up 14.3%.

The company is valued at $39.9 million.

The post Which ASX drone company is surging more than 10%? appeared first on The Motley Fool Australia.

More reading

• Experts reckon this high-flying ASX 200 blue-chip stock is a buy
• 5 things to watch on the ASX 200 on Monday
• ASX 200 bank shares led a financial sector rebound last week
• What’s driving the ASX 200 higher today?
• 5 things to watch on the ASX 200 on Friday

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.

Investors continue to pour serious money into two of the ASX’s most popular Vanguard exchange-traded funds (ETFs).

The Vanguard Australian Shares Index ETF (ASX: VAS) and Vanguard MSCI International Shares ETF (ASX: VGS) now collectively oversee roughly $40 billion in funds under management.

For many Australian investors, the pair represents the foundation of a long-term portfolio. VAS provides broad exposure to the local market, while VGS looks beyond Australia’s borders to developed international markets, including the US.

But with markets shifting and returns differing across regions, are these Vanguard ETFs still worth buying in September?

VAS: The Australian market workhorse

VAS is designed to provide exposure to the 300 largest companies listed on the ASX, making it a straightforward way to own a slice of Australia’s corporate sector through a single investment.

The ETF has gained around 4% in 2026 and about 1% over the past 12 months. That’s hardly spectacular, but its appeal isn’t necessarily about chasing the strongest short-term returns.

Instead, VAS offers diversification across major Australian industries and a relatively attractive income stream. Commonwealth Bank of Australia (ASX: CBA) and BHP Group Ltd (ASX: BHP) are among its largest holdings, each accounting for more than 10%.

The fund’s dividend yield is around 3.7%, reflecting Australia’s traditionally strong dividend culture.

There is, however, a catch. This Vanguard ETF is heavily tilted towards financials and resources. That means investors are indirectly making a sizeable bet on Australia’s banks, commodity prices and domestic economy.

VGS: Taking the portfolio global

VGS tackles one of the biggest weaknesses of an Australia-only portfolio: concentration.

The Vanguard ETF invests across developed international markets, giving Australian investors exposure to hundreds of companies outside the local market. It has returned around 9% over the past year.

The US makes up a significant portion of the portfolio, with technology giants such as Apple Inc (NASDAQ: AAPL) and Nvidia Corp (NASDAQ: NVDA) among its largest holdings, each representing more than 5% at the time of writing.

That global exposure can help reduce reliance on Australia’s relatively small and concentrated share market. It also gives investors access to industries and businesses that have a much smaller presence on the ASX.

But VGS isn’t risk-free. International markets can experience sharp corrections, while geopolitical developments and movements in the Australian dollar can affect returns for local investors.

Are they still buys?

For long-term investors, there’s a strong case for both Vanguard ETFs.

VAS can provide domestic exposure and a healthy income stream, while VGS adds international diversification and greater exposure to global growth companies.

Rather than viewing them as competing ETFs, investors could see the two as complementary building blocks.

Neither is guaranteed to outperform from here. But for investors focused on building wealth over decades rather than months, the combination of broad diversification, established companies and relatively simple portfolio construction remains compelling.

The post Are these top Vanguard ETFs still a buy in September? appeared first on The Motley Fool Australia.

More reading

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• This ASX 200 giant is up 37% in 2026. Is the pullback worth buying?
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• No savings at 30? Here’s how I’d aim to retire early with $1 million buying ASX shares
• Looking for income for life? These are the ASX shares I’d consider

Motley Fool contributor Marc Van Dinther has positions in BHP Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Apple and Nvidia. The Motley Fool Australia has recommended Apple, BHP Group, Nvidia, and 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.

Private equity firm Warburg Pincus has swooped in with a buyout offer for Ingenia Communities Group (ASX: INA) just days after the real estate investor’s shares fell sharply on its own takeover deal.

Shares in Ingenia dipped after it revealed plans in late August to acquire Peet Ltd (ASX: PPC), one of Australia’s leading master planned community developers.

Ingenia’s own deal out of favour

Ingenia shares fell from levels above $4 following the announcement of the deal and last traded at $3.65 before Warburg Pincus announced its deal.

That offer is for $4.75 in cash per share. Ingenia shares were up 13.7% to $4.15 in early trade on Monday.

Ingenia said in a statement to the ASX that the Warburg Pincus deal was subject to numerous conditions, including a unanimous recommendation from its board and the Peet deal not proceeding.  

The Ingenia board said that after thorough consideration, it had determined that the offer “substantially undervalues Ingenia and is not in the best interests of its security holders”.  

The company added:

The Board is confident in Ingenia’s strategic direction and growth trajectory. There are strong long-term structural tailwinds supporting continued growth in the land lease communities sector and the attractiveness of Ingenia’s holiday parks business in providing affordable holiday accommodation. Ingenia believes there are significant opportunities to continue to grow its business, enhance the scale and efficiency of its platform, and deliver long term value to its security holders. The Ingenia Board considers that the proposed acquisition of Peet is an important component of Ingenia’s strategy, securing a significant development pipeline which is expected to support Ingenia’s growth and product delivery over time.

Peet deal to grow scale

Ingenia is offering Peet shareholders 68 cents per share as well as 0.3367 Ingenia shares per Peet share.

The Peet board has unanimously approved the deal, subject to an independent expert’s report.

Ingenia said regarding the deal:

The transaction has strong strategic and financial rationale for both sets of securityholders, creating a leading national land lease platform and expanding Ingenia’s presence in the complementary master planned community sector.

Ingenia Communities Chief Executive Officer John Carfi said the deal was a “unique opportunity” to create a high-quality development pipeline on attractive terms.

He added:

The transaction delivers on our core strategic goals, increasing our scale and exposure to land lease development, creating a national platform, accelerating and securing growth beyond our 5-Year Plan, as well as delivering a logical extension to our living strategy that responds to the evolution of the residential sector.

The post Why are Ingenia shares soaring today? appeared first on The Motley Fool Australia.

More reading

• Ingenia Communities Group rejects takeover offer, backs growth strategy
• Ingenia Communities proposes to acquire Peet, boosting growth
• Ingenia Communities posts strong FY26 with profit up 45% and guidance exceeded
• Peet FY26 earnings: Profit and dividend surge on record sales

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.

If you are looking for new additions to your portfolio, then it could be worth listening to what analysts are saying about the popular ASX shares named below, courtesy of The Bull. 

Here’s what they are recommending this week:

Dicker Data Ltd (ASX: DDR)

The team at Vestra Capital is positive on this software and hardware distributor and has named it as a buy this week.

Vestra highlights Dicker Data’s strong top line growth, attractive dividend yield, and exposure to artificial intelligence (AI) spending as reasons to buy. It said:

This technology company distributes hardware and software solutions. It benefits from enterprise spending on AI capable servers, network upgrades and end point security hardware. It generated gross revenue of $2.1 billion in the first half of 2026, up 14.2 per cent on the prior corresponding period. Net profit after tax of $60.7 million was up 54.1 per cent. 

Management has upgraded full year gross revenue guidance to between $4.3 billion and $4.4 billion, alongside profit before tax guidance of between $162 million and $165 million. Double digit top line momentum, an appealing dividend yield and increasing exposure to AI infrastructure spending provides a bright outlook, in my view.

Pro Medicus Ltd (ASX: PME)

Over at Medallion Financial Group, it has named this medical imaging software provider as an ASX share to buy.

Medallion believes that recent share price weakness has created a buying opportunity for investors. It explains:

Pro Medicus is a global leader in medical imaging software, with its Visage platform increasingly adopted by major US hospital networks. Revenue of $261.7 million in full year 2026 rose 22.9 per cent on the prior corresponding period. Underlying net profit after tax of $144.7 million was up 24.1 per cent. Revenue and underlying net profit exceeded expectations, while the underlying earnings before interest and tax margin reached an exceptional 74.9 per cent. 

It signed 10 new contacts worth $407 million in full year 2026. It renewed six contracts on five year terms to the value of $141 million. Recent share price weakness provides an attractive entry point into a high quality growth businesses.

Seek Ltd (ASX: SEK)

Gray Perry Wealth Advisers is a fan of job listings giant Seek and is tipping it as an ASX share to buy this week.

The wealth adviser highlights Seek’s improving return on equity and healthy dividend as reasons to be positive. It said:

Seek operates a leading online employment marketplace, with a dominant position in Australia and established operations across Asia. Its scalable model, strong margins and international expansion provide attractive long-term growth potential. Despite softer job-ad volumes, fiscal year 2026 net revenue rose 10 per cent and EBITDA increased 15 per cent, demonstrating pricing power and operational resilience. 

We’re forecasting earnings to grow about 9.5 per cent annually in the next two years. An improving return on equity and a healthy dividend further support the investment case.

The post Experts name 3 top ASX shares to buy this week appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Pro Medicus, BHP, CBA shares
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Motley Fool contributor James Mickleboro has positions in Pro Medicus. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has positions in and has recommended Dicker Data. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

DroneShield Ltd (ASX: DRO) has given shareholders a rough ride in 2026.

But I still believe the long-term opportunity in counter-drone technology is substantial.

For investors comfortable with high risk and plenty of volatility, here are three reasons I would consider buying the shares in September.

A much lower entry point

The first reason is simple. Investors can buy DroneShield shares for considerably less than they could previously.

The shares are trading around $1.75 on Monday, close to their 52-week low of $1.68 and roughly 74% below the 52-week high of $6.71.

It is always important to highlight that a falling share price does not automatically create value. But I think the size of this decline is worth considering alongside what has happened to the business.

DroneShield is still growing strongly. Its latest half-year result showed rapid revenue growth, even if some parts of the performance were softer than investors had hoped.

For me, the lower price changes the risk-reward equation.

I would still keep the position relatively small because DroneShield remains a relatively speculative growth investment. But I am far more comfortable buying near $1.75 than chasing the shares when enthusiasm had pushed them above $6.

The market could become enormous

Counter-drone technology is quickly becoming a more important part of modern defence.

DroneShield estimates the counter-UAS market is already worth more than US$10 billion. Its products are designed to help military, government, law enforcement, and critical infrastructure customers detect and respond to drone threats.

I think the opportunity extends well beyond today’s conflicts. Drones are becoming cheaper, more capable, and harder to detect. Airports, prisons, power infrastructure, military installations, and other sensitive sites all have reasons to improve their protection.

DroneShield also continues updating its software to respond to faster drones, changing frequencies, and more evasive threats.

That ongoing need to adapt could support demand for both new systems and continued software development.

DroneShield is preparing to operate at greater scale

I also like what the company is doing outside Australia.

DroneShield established a European headquarters in Amsterdam this year and has begun manufacturing counter-drone systems in Europe using a predominantly European supply chain.

I think that is a significant step. Defence customers often care about local manufacturing, supply security, and sovereign capability. Having production closer to European customers could help DroneShield compete for opportunities that may have been harder to pursue from Australia alone.

The company is therefore building the infrastructure needed for a much larger international business rather than simply waiting for demand to arrive.

Foolish takeaway

DroneShield is still one of the higher-risk shares I would consider buying, and I would expect the share price to remain volatile.

But the long-term story continues to interest me.

At around $1.75, investors can back that opportunity at a fraction of the price available near last year’s highs. If DroneShield keeps expanding internationally and counter-drone spending continues rising, I think its business could look considerably bigger a decade from now.

The post 3 reasons to buy DroneShield shares after their 74% decline appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino has positions in DroneShield. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield. 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.

ASX copper stock Kaoko Metals Ltd (ASX: KAO) has shifted into top gear, surging more than 235% over the past five trading days to $2.50. That takes the ASX small-cap’s gains to roughly 550% since its May 2026 IPO.

This begs the question: Could Kaoko be the next big ASX copper stock?

Maiden copper drilling campaign

Kaoko Metals is a Perth-based mineral exploration company focused on copper and other metals in Namibia. Its flagship asset is the Chalkos Copper-Silver Project in the prospective Kaoko Belt, where the company has recently begun its maiden diamond drilling campaign.

The first observations have certainly caught investors’ attention. Two completed holes at the Otniel prospect intersected broad zones of visible copper mineralisation.

One hole intersected 60.25 metres of visible copper mineralisation from 36.65 metres down-hole, including a stronger 32.36-metre zone. The second intersected 51.83 metres from 39.27 metres, including a 17.2-metre stronger zone.

The drill core contained several copper minerals, including chalcocite, malachite, cuprite, native copper, and chalcopyrite.

For a newly listed exploration company, broad zones of visible copper in the opening holes of a maiden drilling campaign are understandably generating plenty of excitement around the ASX copper stock.

Trading halt for capital raising

And with a market capitalisation of roughly $150 million at the time of writing, relatively modest buying pressure can translate into extraordinary percentage gains.

In Kaoko’s case, the share price surge has followed the announcement of these encouraging drilling observations.

However, investors may not be able to trade the ASX copper stock on Monday. Kaoko has requested a trading halt pending an announcement regarding a capital raising. The halt is requested until the earlier of the announcement being released or normal trading recommencing on Tuesday, 8 September 2026.

Why are investors excited about copper?

The broader copper backdrop helps explain the enthusiasm.

Copper prices rose 3.7% during August, while iron ore fell 2%. That’s an unusual divergence given the dominance of iron ore among Australia’s major mining exports. Mining giant BHP Group Ltd (ASX: BHP) also specifically highlighted copper’s contribution to its record FY26 result.

Longer term, electrification and rising demand from energy infrastructure are supporting the copper outlook, while a lack of major new discoveries has increased the value investors place on exploration success.

That combination helps explain why this ASX copper stock has attracted so much attention.

But here’s the big catch

There is an important caveat for investors in this ASX copper stock. The copper mineralisation has been visually identified in the drill core, but the actual copper grades have not yet been confirmed by laboratory assays.

Those results will be crucial. Kaoko expects the laboratory assays in approximately four to six weeks, potentially giving investors a much clearer picture of the mineralisation’s quality and economic potential.

Until then, Kaoko remains a highly speculative exploration stock.

The drilling has certainly given investors plenty to get excited about. But the assays will ultimately determine whether this spectacular share price rally has substance behind it.

The post Up 550% since listing: Is this the next big ASX copper stock? appeared first on The Motley Fool Australia.

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Motley Fool contributor Marc Van Dinther has positions in BHP Group. 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 recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Superannuation naturally encourages investors to think in decades.

That makes Warren Buffett an interesting investor to learn from. His success has come from finding strong businesses, paying sensible prices, and giving them a very long time to create value.

I think several parts of that approach translate particularly well to retirement investing.

Think like an owner

Warren Buffett does not treat shares as pieces of paper to trade. He approaches them as ownership stakes in real businesses.

I think that mindset is valuable inside a self-managed superannuation fund (SMSF).

If I were buying Commonwealth Bank of Australia (ASX: CBA), for example, I would want to understand why customers choose the bank, what protects its position, and whether it can still be a stronger business many years from now.

The same thinking could apply to Cochlear Ltd (ASX: COH), Wesfarmers Ltd (ASX: WES), or any other long-term holding.

Share prices can move dramatically in the meantime. The underlying business is what ultimately interests me.

Quality deserves attention

Buffett became increasingly focused on owning excellent businesses rather than simply finding shares that looked statistically cheap.

For a superannuation portfolio, I think that is an important distinction.

A company with a strong competitive position, capable management, healthy finances, and room to reinvest can potentially keep increasing its value for years.

Paying a sensible price still matters. But I would not automatically reject a high-quality company because another share trades on a lower price-to-earnings ratio.

Over a 20 or 30-year timeframe, the ability of the business to keep progressing can become far more important than squeezing every last dollar out of the initial purchase price.

Activity is not the goal

SMSF investors can buy and sell investments whenever they like within the rules of their fund, but that does not mean they need to.

Warren Buffett is famous for holding some businesses for decades.

I think there is a lesson in that. Constantly changing investments creates more opportunities to make poor decisions, particularly when fear or excitement is driving the market.

If the reason I bought a company remains intact, I would rather let management keep building the business than sell simply because another share suddenly looks more exciting.

A long superannuation timeframe gives investors the freedom to be patient.

Most investors do not need to be Buffett

There is also a lesson in Warren Buffett’s support for low-cost index investing.

He has spent his career outperforming markets through individual stock selection, but very few investors can replicate that record.

For someone who does not want to spend years studying businesses, a broad exchange-traded fund (ETF) such as the Vanguard Australian Shares Index ETF (ASX: VAS) or Vanguard MSCI Index International Shares ETF (ASX: VGS) can provide a far simpler approach.

That still allows an investor to participate in long-term business growth without needing to identify the eventual winners personally.

Foolish takeaway

The biggest Warren Buffett lesson I would take into superannuation is that investing does not need constant action.

A long timeframe is valuable when it is paired with sensible investments and enough patience to leave them alone.

Whether that means carefully chosen ASX shares or broad index ETFs, I think keeping the strategy understandable and long term can give retirement savings a strong foundation.

The post What Warren Buffett’s investing style can teach superannuation investors appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Pro Medicus, BHP, CBA shares
• No savings at 30? Here’s how I’d aim to retire early with $1 million buying ASX shares
• Looking for income for life? These are the ASX shares I’d consider
• These are the 10 richest people in the world in September
• How to build a winning ASX share portfolio and create wealth

Investors have a wide selection of ASX bank shares to choose from, including ANZ Group Holdings Ltd (ASX: ANZ) shares. To decide which is a good option, we should look at what the potential returns could be.

While there are similarities to National Australia Bank Ltd (ASX: NAB), Commonwealth Bank of Australia (ASX: CBA) and Westpac Banking Corp (ASX: WBC), there are differences in terms of how much earnings comes from lending to households, business banking services and so on.

Let’s look at the predicted returns from analysts regarding ASX shares.

ANZ share price target

A price target tells investors where they think the share price will be in 12 months from the time of the investment call.

Obviously, a price target is not a guaranteed return (or decline), but it does indicate whether they think the business is overvalued or undervalued.

According to CMC Invest, there have been eight ratings on the business within the last three months, with three of those being a buy, four being a hold and one being a sell.

Of those eight ratings, the average price target is $35.66, which implies a possible decline of 6% over the next year.

The latest update from the ASX bank share was the third-quarter of FY26. Compared to the quarterly average of the first half of FY26, operating income grew 1%, operating expenses increased 2%, leading to profit before provisions being flat, and cash profit increased 1% to $1.9 billion.

A growth rate of 1% for cash profit is not exactly going to excite the market.

However, its loan growth was slightly faster, with net loans and advances increasing by 3% between March 2026 and June 2026, reaching $846 billion. Meanwhile, customer deposits rose 2% over the three months, with the balance reaching $786 billion at 30 June 2026.

With a $10,000 investment in ANZ shares, a decline of 6% would become approximately $9,400.

Potential dividends?

ASX bank shares like ANZ are known for their dividends, and the passive income is normally a sizeable amount.

According to CMC Invest, the business is projected to pay an amount that equates to a dividend yield of 4.5% excluding franking credits and approximately 5.9% with franking credits.

Therefore, the passive income may offset the potential capital decline, bringing the total investment return to around $10,000.

However, I’m not sure that investing for a flat return is an appealing option. If I were going to invest in an ASX share, I’d rather pick something I was more confident about the prospects for positive returns.

The post By September 2027, ANZ shares could turn $10,000 into… appeared first on The Motley Fool Australia.

More reading

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• ASX 200 bank shares led a financial sector rebound last week
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• Australia’s economy just grew faster than expected. What does this mean for ASX shares?
• How Westpac, ANZ, NAB and CBA shares stacked up in August

Motley Fool contributor Tristan Harrison 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.