Category: Stock Market

The ASX blue-chip share space is a good hunting ground to find ideas that offer significant passive income and long-term growth. Franking credits can be a very pleasing, yield-boosting bonus.

If I were investing for dividends, I’d be careful about choosing businesses that are exposed to cycles and could consequently suffer profit falls, leading to potential dividend reductions. That’s why I’m cautious on investing in ASX bank shares and ASX mining shares at the wrong point in the cycle.

In my view, the following two names are two of the best options for passive income from ASX blue-chip shares with solid dividend yields.

Telstra Group Ltd (ASX: TLS)

Telstra is Australia’s leading telecommunications business with a market-leading network. It has the biggest network coverage, the most subscribers and strong profit margins.

As the country becomes increasingly digital and reliant on technology, I think Telstra is becoming increasingly defensive. It has a large wholesale customer base, as its mobile network powers a number of other telcos, including ALDI Mobile, Exetel, Tangerine and Superloop Ltd (ASX: SLC).

In terms of the dividend, the ASX blue-chip share has increased its annual payout each year since FY22 as the financial strength of its network plays out. The company’s average revenue per user (ARPU) is steadily rising amid regular price increases, which is a helpful boost for operating leverage.

According to the projection on Commsec, the business is forecast to pay an annual dividend per share of 21 cents in FY26 – a possible rise of 10.5%, year over year. That translates into a forward grossed-up dividend yield of close to 6%, including franking credits, at the time of writing.

Australian Foundation Investment Co Ltd (ASX: AFI)

While this listed investment company (LIC) isn’t in the S&P/ASX 200 Index (ASX: XJO) itself, its portfolio is full of ASX blue-chip shares.

Some of its biggest portfolio includes names like BHP Group Ltd (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), Macquarie Group Ltd (ASX: MQG), Westpac Banking Corp (ASX: WBC), Transurban Group (ASX: TCL), Wesfarmers Ltd (ASX: WES), National Australia Bank Ltd (ASX: NAB) and Telstra.

The above names account for 46.9% of the portfolio, so it gives excellent exposure to Australia’s biggest companies.

AFIC said that it aims to provide shareholders with “attractive investment returns through access to a growing stream of fully franked dividends and enhancement of capital invested over the medium to long term”.

Excluding special dividends, the last two half-year ordinary dividends from the ASX blue-chip share amounts to 26.5 cents per share. At the time of writing, that means AFIC has a grossed-up dividend yield of 5.9%, including franking credits.

The business hasn’t given investors any regular dividend cuts this decade, so it has been very reliable for investors.

In terms of how appealing it is, its pre-tax net tangible assets (NTA) was $7.90 as of 12 June 2026. That means it’s trading at a 19% discount to its latest weekly NTA update. That’s a great discount, in my opinion.

These aren’t the only ASX shares I’d happily buy for income, though.

The post 2 ASX blue-chip shares offering big dividend yields appeared first on The Motley Fool Australia.

More reading

• Close to retirement? 4 ASX shares for decades of income
• Should I buy Telstra shares for passive income?
• How to invest in ASX shares when you can’t find stocks to buy
• Here are my 5 best ASX passive income stocks
• 5 years ago, $10,000 bought 2,801 Telstra shares. But how many would it buy now?

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 positions in and has recommended Macquarie Group, Transurban Group, and Wesfarmers. The Motley Fool Australia has positions in and has recommended Telstra Group and Transurban Group. The Motley Fool Australia has recommended BHP Group, Macquarie Group, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The ASX dividend stock JB Hi-Fi Ltd (ASX: JBH) has fallen heavily over the last several months, making this a great time to look at the discounted business.

As the above chart shows, the JB Hi-Fi share price has fallen 35% since its peak in August 2025.

Of course, something is not a buy just because it has fallen. But, as an ASX retail stock, it’s understandable there is cyclicality to the JB Hi-Fi share price and somewhat to the earnings as well.

After such a large decline, I think it’s a great time to consider investing in this market-leading business.

ASX dividend stock credentials

The company has a strong track record of dividend growth over the years. In the past 13 years, its dividend has been hiked for nearly every one of those years, aside from one year during the high inflation period a few years ago.

Time will tell what the FY26 annual dividend is, but it’s important to remember that the business has already paid its FY26 interim dividend.

According to the projection on Commsec, the business is forecast to pay an annual dividend per share of $3.38 in FY26.

At the time of writing, that translates into an estimated annual grossed-up dividend yield of 6.1%, including franking credits. There are not many ASX blue-chip shares that have a dividend yield as attractive as that.

Why this looks like a good time to invest

While the current economic conditions are not ideal for a retailer, it’s this environment that has led to the much lower JB Hi-Fi share price.

I think it’s essential to remember that all we can do is buy the business at a good price, which is what we’re being presented with right now.

According to the projection on Commsec, the ASX dividend stock is forecast to generate earnings per share (EPS) of $4.50 in FY26. That means it’s valued at 17x FY26’s estimated earnings. I think that’s an appealing level, considering earnings are expected to grow in both FY27 and FY28.

In its latest quarterly update, the business reported ongoing sales growth for the period of 1 January 2026 to 31 March 2026. JB Hi-Fi Australia sales rose 4% year over year, JB Hi-Fi New Zealand sales grew 23.2%, The Good Guys sales climbed 2.5% and only E&S (its smallest business) saw sales drop by 1.4%.

If it can keep its costs low and continue growing sales (and profit) over time, then I think this ASX dividend has a very promising future as Australia continues its digitalisation.

But, it’s not the only business I have my eyes on right now.

The post 1 ASX dividend stock down 35% I’d buy right now appeared first on The Motley Fool Australia.

More reading

• Experts name 3 ASX 200 shares to buy
• Why did ASX 200 retail shares outperform last week?
• Why Develop Global, IDP Education, JB Hi-Fi, and Wesfarmers shares are pushing higher today
• Here are the top 10 ASX 200 shares today
• Australia’s minimum wage just rose 4.75%. Here is what it means for ASX consumer stocks

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.

If you are looking for some new investment opportunities, then it could be worth checking out the three ASX 200 shares in this article.

That’s because they have just been named as buys by experts, courtesy of The Bull.

Let’s see what they are recommending to investors:

Charter Hall Group (ASX: CHC)

The first ASX 200 share being recommended by experts is Charter Hall.

Baker Young is positive on the property company’s shares and named them as a buy this week. This is due partly to their exposure to a lagging sector that could benefit from a rotation out of bank shares. It said:

Australia’s leading diversified property group has benefited from a strong funds management performance driving multiple earnings upgrades in the past financial year. With the strong operational trend continuing amid a potential respite in interest rates, the stock offers compelling exposure in a lagging sector that may be a beneficiary of a swing against banks. The shares have been enjoying favourable momentum since May 20, increasing from $18.80 to trade at $23.15 on June 18.

JB Hi-Fi Ltd (ASX: JBH)

The team at Baker Young is also positive on retail giant JB Hi-Fi and has named its shares as a buy this week.

It believes JB Hi-Fi is well-placed to benefit from a structurally sound outlook for consumer electronics. And with rate hike expectations easing, Baker Young believes now could be a good time to snap up shares. It explains:

The share price of this consumer electronics giant has significantly fallen since August 2025 in response to cost of living and supply chain cost pressures and increasing interest rates. Despite these issues, JBH is expected to deliver positive sales and underlying earnings growth during the next two years. The outlook for consumer electronics remains structurally sound. Diminishing rate hike expectations is another positive. The stock is trading on more appealing multiples compared to 2025 and was recently offering an attractive dividend yield above 5 per cent.

Life360 Inc. (ASX: 360)

Over at Bell Potter, its analysts have named this location technology company as an ASX 200 share to buy this week.

It believes that investors could start to re-rate Life360 shares higher in the near future and has earmarked its results in August as a key potential catalyst. Bell Potter explains:

This information technology company provides a mobile networking safety app for families. Active user growth is rebounding following a technical issue, while paying circle growth, which drives revenue, recently exceeded expectations. Guidance was upgraded. Once focus returns to paying circles, I expect a re-rating to follow. The upcoming August result is a catalyst. The company has been enjoying strong price momentum, with the shares rising from $17.91 on May 20 to trade at $22.54 on June 18.

The post Experts name 3 ASX 200 shares to buy appeared first on The Motley Fool Australia.

More reading

• Down but not out: 3 ASX tech shares ripe for a rebound
• 5 things to watch on the ASX 200 on Monday
• Here are the top 10 ASX 200 shares today
• 2 of the best ASX 200 tech shares to buy before they rebound
• Here are the top 10 ASX 200 shares today

Motley Fool contributor James Mickleboro has positions in Life360. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Commonwealth Bank of Australia (ASX: CBA) remains one of the most popular ASX dividend shares on the market.

That is understandable. The banking giant has a long history of paying large fully franked dividends.

In FY 2027, CBA is forecast to pay a fully franked dividend of $5.15 per share. Based on where its shares trade today, that equates to a dividend yield of approximately 3.2%.

That is a reasonable yield for a blue-chip bank. However, investors seeking larger income streams can find higher forecast yields elsewhere on the ASX.

Here are three ASX dividend shares with bigger projected yields than CBA.

Charter Hall Long WALE REIT (ASX: CLW)

The first ASX dividend share to look at is Charter Hall Long WALE REIT.

This property trust owns a portfolio of leased assets across Australia, with a focus on long leases to government and corporate tenants.

That long-lease structure is important for income investors. It can provide greater visibility over rental income, which supports the trust’s ability to make regular distributions to unitholders.

In FY 2027, Charter Hall Long WALE REIT is forecast to pay a distribution of 26.3 cents per unit. Based on its current share price, this equates to a forward yield of approximately 7%. That is more than double CBA’s forecast dividend yield.

Harvey Norman Holdings Ltd (ASX: HVN)

Another ASX dividend share offering a larger yield is Harvey Norman.

Harvey Norman is best known for selling furniture, electronics, appliances, bedding, and home-related products. It also has significant property interests, which makes it different from many traditional retailers.

Its earnings can move around with the consumer cycle, particularly when households become more cautious with discretionary spending. However, when conditions are more supportive, Harvey Norman can generate strong cash flow and reward shareholders with attractive dividends.

For FY 2027, the company is forecast to pay a fully franked dividend of 31 cents per share. This represents a forward dividend yield of approximately 6.4%.

Sonic Healthcare Ltd (ASX: SHL)

A third ASX dividend share with a bigger forecast yield is Sonic Healthcare.

It is a global healthcare company with operations across pathology, laboratory medicine, radiology, and diagnostic services.

This gives it exposure to healthcare demand across multiple countries. Diagnostic testing plays an important role in modern medicine, and Sonic has built significant scale in this area over many years.

The company is forecast to pay a partially franked dividend of $1.10 per share in FY 2027. At current levels, this equates to a forward dividend yield of approximately 5.5%, which is comfortably higher than CBA’s forecast 3.2% yield.

The post 3 ASX dividend shares with bigger yields than CBA appeared first on The Motley Fool Australia.

More reading

• Here’s where I would invest $5,000 in ASX shares
• 4 ASX ETFs to help you sleep through market crashes
• Healthcare shares led the ASX 200 last week. Is a sector comeback underway?
• Invested in ASX 200 bank shares for dividends? This fundie prefers other stocks
• 5 ASX 200 shares I would buy if I were starting from scratch

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 positions in and has recommended Harvey Norman. The Motley Fool Australia has recommended Sonic Healthcare. 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 to 22.9%. This ASX uranium stock is expected to return from a trading halt today with some big news relating to its Kayelekera Project. Short sellers appear to believe it will be bad news.
• Domino’s Pizza Enterprises Ltd (ASX: DMP) has seen its short interest ease again to 14.5%. The pizza chain operator continues to be targeted by short sellers, possibly on the belief that its turnaround will take longer than hoped.
• Boss Energy Ltd (ASX: BOE) has short interest of 14.4%, which is up week on week. The driver of this appears to be the uranium miner’s uncertain production outlook beyond 2026.
• Telix Pharmaceuticals Ltd (ASX: TLX) has short interest of 12.9%, which is down since last week. This radiopharmaceuticals company has been struggling with US FDA approvals over the past 18 months. Short sellers may believe the trend will continue.
• Guzman Y Gomez Ltd (ASX: GYG) has short interest of 12.5%, which is down slightly week on week. This quick service restaurant operator recently announced the closure of its loss-making US operations.
• Treasury Wine Estates Ltd (ASX: TWE) has 12.4% of its shares held short, which is down week on week. This wine giant is battling tough trading conditions as consumers battle the cost of living crisis.
• CAR Group Limited (ASX: CAR) has short interest of 12%, which is up slightly since last week. There are concerns that higher interest rates and rising fuel costs could weigh on the automotive market in the near term.
• DroneShield Ltd (ASX: DRO) has short interest of 11.8%, which is down week on week. An ASIC investigation into some of the counter-drone technology company’s announcements and insider share sales may be behind this.
• Flight Centre Travel Group Ltd (ASX: FLT) has 11.5% of its shares held short, which is up week on week. Last week, the travel agent downgraded its earnings guidance. It blamed the downgrade on the Middle East conflict.
• 4DMedical Ltd (ASX: 4DX) has seen its short interest increase to 11.3%. This may be due to valuation concerns. The medical technology company now has a lofty valuation following a stunning gain over the past 12 months.

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

More reading

• 8 ASX shares with 30% to 220% upside ahead: Experts
• How to know when a beaten-down ASX share is worth buying
• Healthcare shares led the ASX 200 last week. Is a sector comeback underway?
• Top brokers name 3 ASX shares to buy next week
• Here are the top 10 ASX 200 shares today

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.

Five months ago, ASX tech shares were in crisis.

ASX 200 tech shares fell 48% between August 2025 and March 2026, dragged lower by a combination of stretched valuations, slowing growth, and the disruptive threat of artificial intelligence.

More recently, however, the story has changed.

The tech recovery has been in full swing, with stocks rising since the turning point on 31 March.

Three names in particular deserve close attention right now.

Xero Ltd (ASX: XRO)

Xero is one of these stocks.

Over the past year, Xero shares are down more than 60% and remain well below their June 2025 high of $196.52.

However, the XRO share price has stabilised, with investors reacting positively to a series of business developments.

The FY2026 result told a strong underlying story, with revenue growing 31% to $2.8 billion and the US business surging 240% on the back of the Melio bill pay integration.

Shaw and Partners estimates approximately 20% further upside for Xero shares from current levels.

Furthermore, two million Xero subscribers are already using AI features embedded directly into the platform. This should position the company as a beneficiary of AI rather than a casualty of it.

WiseTech Global Ltd (ASX: WTC)

WiseTech has been one of the hardest hit ASX tech stock since the correction began.

However, like Xero, WiseTech shares have stabilised over the last few months. A potential reason for this is that the business case for WiseTech remains intact.

WiseTech’s CargoWise platform is used by 23 of the world’s top 25 global freight forwarders. Furthermore, switching costs for a platform this deeply embedded in customer operations remain extremely high, meaning revenues remain sticky.

Bell Potter sees upside of approximately 95% to 165% from current levels, arguing the recent selloff has overshot relative to the strength of the underlying business.

For investors who can tolerate further near-term volatility, the combination of a deep competitive moat and a heavily discounted valuation makes WiseTech shares worth close attention.

Life360 Inc (ASX: 360)

Life360 is the smallest and arguably most differentiated of these three ASX tech shares.

The family safety and location-tracking app was swept up in the broader tech selloff alongside Xero and WiseTech despite a fundamentally different business model.

Life360 shares have risen approximately 33% from their April lows.

Nowadays the company trades on a P/E multiple of around 29 times. This multiple looks low given Life360’s subscriber growth trajectory.

Indeed, Life360 has been steadily growing its premium subscriber base and diversifying revenue through advertising and data partnerships. This model has the added advantage of considerably lowering exposure to the AI disruption fears that hit enterprise software names hardest.

Why the rebound could continue for ASX tech shares

The common thread across Xero, WiseTech, and Life360 is that much of the original selloff was driven by macro sentiment and AI disruption fears rather than evidence of actual business deterioration.

As that narrative has started to reverse, the share prices have followed. Each business continues to grow revenue, retain customers, and in several cases actively embed AI into their platforms as a competitive advantage rather than a threat.

The combination of good growth, sentiment shift, and starting valuations that remain well below recent highs is the setup that has historically rewarded patient ASX investors.

Foolish takeaway for ASX tech shares

Xero, WiseTech, and Life360 fell significantly from their highs. The recovery story may have already started.

None of the three is risk-free, and further volatility should be expected.

But for investors willing to back the early signs of a genuine turnaround, all three ASX tech shares look ripe for a continued rebound.

The post Down but not out: 3 ASX tech shares ripe for a rebound appeared first on The Motley Fool Australia.

More reading

• Experts name 3 ASX 200 shares to buy
• 5 things to watch on the ASX 200 on Monday
• Is the only way up for WiseTech shares after a 65% fall?
• How to know when a beaten-down ASX share is worth buying
• How to build an ASX share portfolio that can survive a market selloff

Motley Fool contributor Mark Verhoeven 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 Life360, WiseTech Global, and Xero. The Motley Fool Australia has positions in and has recommended Life360, WiseTech Global, and Xero. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Friday, the S&P/ASX 200 Index (ASX: XJO) finished the week in the red. The benchmark index fell 0.9% to 8,828.7 points.

Will the market be able to bounce back from this on Monday? Here are five things to watch:

ASX 200 expected to fall

The Australian share market looks set for a subdued start following weakness in European markets on Friday. According to the latest SPI futures, the ASX 200 is expected to open the day 16 points or 0.2% lower. In the United States, Wall Street was closed for a public holiday, but in Europe the DAX was down 0.15%, the FTSE fell 0.35%, and the CAC dropped 0.55%.

Oil prices rise

ASX 200 energy shares Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) could have a decent start to the week after oil prices pushed higher on Friday night. According to Bloomberg, the WTI crude oil price was up 0.9% to US$76.54 a barrel and the Brent crude oil price was up 0.9% to US$80.57 a barrel. However, news that Iran is blocking the Strait of Hormuz again could mean oil prices climb further when Asian trade opens.

Metcash results

Metcash Ltd (ASX: MTS) shares will be on watch today when the wholesale distributor releases its full-year results. According to a note out of UBS, its analysts are expecting the company to report EBIT of $502 million and underlying net profit after tax of $268.6 million. This is broadly in line with consensus estimates and at the low-end of management’s guidance for FY 2026. However, the market’s main focus is likely to be early trading in FY 2027, with investors looking for positive commentary from management.

Gold price tumbles

ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a poor start to the week after the gold price tumbled on Friday night. According to CNBC, the gold futures price was down 1.7% to US$4,172.9 an ounce. Inflation and rate hike concerns continue to weigh on the precious metal.

Buy Life360 shares

Bell Potter has named Life360 Inc. (ASX: 360) shares as a buy this week according to The Bull. The broker stated: “Active user growth is rebounding following a technical issue, while paying circle growth, which drives revenue, recently exceeded expectations. Guidance was been upgraded. Once focus returns to paying circles, I expect a re-rating to follow.” Bell Potter has a buy rating and $33.00 price target on its shares.

The post 5 things to watch on the ASX 200 on Monday appeared first on The Motley Fool Australia.

More reading

• Healthcare shares led the ASX 200 last week. Is a sector comeback underway?
• How I’d aim for $10,000 a year in superannuation boosting passive income buying ASX shares
• At 40 how does your superannuation balance compare? It might be time for a tune up
• Here are the top 10 ASX 200 shares today
• Brokers name 3 ASX shares to buy right now

Motley Fool contributor James Mickleboro has positions in Life360 and Woodside Energy Group Ltd. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

$5,000 is a meaningful amount to invest in ASX shares. But it may not be enough to build a 20-stock portfolio without ending up with tiny, brokerage-eroded positions in each.

The smarter approach with this kind of capital is to concentrate on a small number of high-conviction ideas that together provide a sensible balance of quality, value, and growth.

Here is exactly where I would put $5,000 in ASX shares right now, and why.

$2,500 in Commonwealth Bank of Australia (ASX: CBA)

The largest single allocation in my $5,000 portfolio would go to Commonwealth Bank of Australia.

CBA is Australia’s largest bank by market capitalisation, with a dominant mortgage book, the most widely used banking app in the country, and a track record of consistent, fully franked dividend growth.

In the first half of FY2026, CBA posted statutory net profit of $5.41 billion, up 5% year-on-year, alongside a fully franked interim dividend of $2.35 per share.

CBA is not the cheapest stock on the ASX, trading at approximately 26 times forward earnings, but quality of this calibre rarely comes cheap.

For a core, lower-risk allocation designed to anchor the rest of the portfolio, CBA is hard to overlook.

$1,500 in CSL Ltd (ASX: CSL)

The second allocation would go toward CSL, and this is the contrarian part of the portfolio.

CSL shares have crashed approximately 60% from their all-time high.

This has been driven by a series of earnings downgrades, plasma collection normalisation issues, and leadership uncertainty following the appointment of an interim CEO.

CSL now trades at approximately 14 times forecast FY2026 earnings, a valuation it has not traded at since before the pandemic era re-rating.

Three separate company directors have bought CSL shares on market in recent weeks, a meaningful signal of insider confidence.

This allocation carries higher risk than CBA, but the combination of an irreplaceable global market position and a deeply discounted valuation makes it worth a smaller, dedicated position.

$1,000 in the Betashares Nasdaq 100 ETF (ASX: NDQ)

The final allocation would go toward the Betashares Nasdaq 100 ETF, giving the portfolio geographic and sector diversification beyond the ASX.

NDQ ETF provides exposure to 100 of the largest non-financial companies listed on the Nasdaq. This includes the world’s dominant technology and AI infrastructure businesses.

Concentrating an entire $5,000 portfolio in ASX-listed financials and healthcare would leave it with almost no exposure to global technology leadership, a gap NDQ closes in a single, low-cost trade.

Why this $5,000 allocation makes sense as a whole

The logic behind this $5,000 split is straightforward.

Half the portfolio sits in a high-quality, lower-risk Australian blue chip.

Thirty percent sits in a contrarian, deeply discounted opportunity with real turnaround potential.

Twenty percent sits in global diversification through an ETF, reducing the portfolio’s total reliance on the Australian market and the Australian dollar.

That mix balances conviction with prudence, which is exactly the balance a $5,000 portfolio needs to strike.

The risks worth acknowledging

This is a concentrated portfolio, and concentration cuts both ways.

If CSL’s earnings recovery disappoints further, that position could remain under pressure for some time.

If CBA’s premium valuation compresses due to a credit quality deterioration, the core holding could underperform the broader market.

Diversifying further across more individual stocks would reduce that concentration risk. This is at the cost of diluting conviction in the highest-quality ideas.

Foolish takeaway

$5,000 split across CBA, CSL, and NDQ gives an investor a genuine combination of quality, contrarian value, and global diversification.

It is not the only sensible way to deploy this amount of capital, but it reflects where I see the best risk-adjusted opportunities on the ASX.

The post Here’s where I would invest $5,000 in ASX shares appeared first on The Motley Fool Australia.

More reading

• 4 ASX ETFs to help you sleep through market crashes
• Buy, hold, sell: CSL, Steadfast, and Wesfarmers shares
• How to know when a beaten-down ASX share is worth buying
• Healthcare shares led the ASX 200 last week. Is a sector comeback underway?
• If I invest $8,000 in CSL shares, how much passive income will I receive in 2027?

Motley Fool contributor Mark Verhoeven 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. The Motley Fool Australia has recommended BHP Group and CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

WiseTech Global Ltd (ASX: WTC) shares have gone from one of the ASX’s most highly rated technology darlings to one of its most heavily sold-off growth stocks.

Over the past 12 months, WiseTech shares have fallen around 65%, wiping out years of investor optimism and re-rating the company from market favourite to deep-value turnaround candidate.

The question now is whether the market has punished the stock too severely.

From market darling to laggard

Not long ago, WiseTech was priced as one of the ASX’s premier technology companies.

Investors were willing to pay a significant premium for its global growth story, deeply embedded customer relationships, and exposure to the enormous logistics and freight forwarding industry.

At the centre of that story is CargoWise, the company’s flagship software platform.

CargoWise is essentially the operating system for global logistics companies. It helps freight forwarders, customs brokers, and supply chain operators manage shipments, documentation, compliance, and tracking in one integrated platform.

Once embedded, it becomes extremely difficult and costly for customers to replace. That sticky customer base and mission-critical functionality were key reasons WiseTech shares commanded such a high valuation in the past.

But that premium has now evaporated.

What went wrong?

A combination of concerns has driven the sharp sell-off of WiseTech shares.

Investors have reassessed WiseTech’s valuation, questioned execution consistency, and become more cautious about leadership stability and governance.

At the same time, the rise of artificial intelligence has sparked debate about whether traditional enterprise software models face longer-term disruption risk.

When a high-growth stock loses investor confidence, the re-rating can be brutal. WiseTech is a clear example of that dynamic.

Is the sell-off over the top?

Despite the steep decline of WiseTech shares, the underlying business has not disappeared.

CargoWise remains deeply embedded across global logistics networks and continues to generate recurring revenue from a large and diversified customer base. As global trade grows more complex, demand for efficient supply chain software is unlikely to disappear.

In fact, WiseTech’s long-term opportunity remains tied to the ongoing digitisation of global logistics, a process still far from complete.

However, restoring investor confidence will take time. Investors will watch execution, leadership clarity, and sustained product innovation closely over the next several quarters.

What do analysts think?

Despite recent weakness, some brokers believe WiseTech shares have been oversold.

Bell Potter continues to rate the stock as a buy, although it has lowered its 12-month price target from $78.75 to $71.75. Based on the current share price of $36.88, this still implies potential upside of around 95%.

Macquarie is even more optimistic. The broker maintains an outperform rating and has set a $97.70 price target, suggesting potential upside of almost 165% over the next year.

Foolish takeaway

WiseTech seems to be caught between a damaged sentiment cycle and a still-strong underlying business model.

If execution stabilises and confidence returns, the scale of the sell-off could eventually look excessive. But for now, the market remains focused on proof rather than promises.

The post Is the only way up for WiseTech shares after a 65% fall? appeared first on The Motley Fool Australia.

More reading

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Motley Fool contributor Marc Van Dinther has positions in WiseTech Global. 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.

S&P/ASX 200 Index (ASX: XJO) shares rose 0.3% last week after the US and Iran agreed to an interim peace deal.

In 2026, ASX 200 shares have managed just a 1.1% rise after the unexpected global oil shock made investors very nervous.

However, experts are confident of strong growth ahead for a few select ASX stocks.

Let’s take a look at some examples.

Droneshield Ltd (ASX: DRO)

The Droneshield share price closed steady at $2.74 on Friday.

Over the past month, this ASX 200 industrials share has fallen 7%.

Canaccord Genuity renewed its buy rating on Droneshield shares last week.

The broker has a 12-month price target of $3.75.

This suggests a potential 40% upside ahead.

Flight Centre Travel Group Ltd (ASX: FLT)

The Flight Centre share price finished at $11.92, down 1.6%, on Friday.

This ASX 200 travel share has ripped 19% over the past month.

Morgan Stanley reiterated its buy rating on Flight Centre shares with a price target of $16.

This implies potential capital gains of 34% ahead.

Seek Ltd (ASX: SEK)

The Seek share price closed 2.2% higher at $13.63 on Friday.

Over the past six months, this ASX 200 communications share has fallen 41%.

Citi reaffirmed its buy rating on Seek shares with a 12-month target of $24.15.

This suggests a potential near-80% upside ahead.

Turalco Gold Ltd (ASX: TCG)

Turalco Gold shares closed out the week at 55 cents apiece.

This ASX gold share has fallen 33% over six months.

Canaccord Genuity renewed its buy rating on Turalco Gold shares with a $1.75 target.

This implies potential capital growth of 220% over the next year.

IDP Education Ltd (ASX: IEL)

The IDP Education share price closed 6.7% higher at $2.56 on Friday.

Over the past six months, this ASX consumer discretionary share has tumbled 56%.

The language testing and international student placement provider was officially kicked out of the ASX 200 today.

UBS renewed its buy rating on IDP Education shares with a $5.15 target.

This suggests a potential 103% upside ahead.

Credit Corp Group Ltd (ASX: CCP)

The Credit Corp share price closed 0.9% higher at $13.07 on Friday.

This ASX financial share share has lifted 13% over the past four weeks.

Canaccord Genuity reiterated its buy rating on Credit Corp shares with a price target of $19.70.

This implies a potential 51% upside ahead.

Brazilian Rare Earths Ltd (ASX: BRE)

The Brazilian Rare Earths share price finished at $4.91, down 5%, on Friday.

Over the past month, this ASX rare earths share has fallen 16%.

Ord Minnett renewed its buy rating on Brazilian Rare Earths shares last week.

The broker has a 12-month price target of $6.95.

This suggests a potential 45% upside ahead.

Resmed CDI (ASX: RMD)

The Resmed share price closed 0.7% higher at $26.68 on Friday.

Over the past six months, this ASX 200 healthcare share has lost 27% of its valuation.

Citi renewed its buy rating on Resmed shares with a $38 target.

This suggests a potential 42% upside ahead.

The post 8 ASX shares with 30% to 220% upside ahead: Experts appeared first on The Motley Fool Australia.

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Citigroup is an advertising partner of Motley Fool Money. 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 DroneShield and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended Flight Centre Travel Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.