Trying to beat the market is not about taking wild bets or chasing whatever is popular at the time.

More often, it comes down to backing ASX 200 shares that can grow earnings faster than the broader index and reinvest effectively over long periods.

If you have $5,000 to invest, concentrating it into a group of high-quality businesses can give you a better chance of outperforming than spreading it too thinly.

With that in mind, here are three ASX 200 shares I would consider if I were trying to beat the market over the long term.

Goodman Group (ASX: GMG)

The first ASX 200 share that could be a market-beater is Goodman Group.

Rather than relying on consumer demand, Goodman sits behind global trade, logistics, and digital infrastructure. Its portfolio of industrial properties and development sites is increasingly geared toward high-demand areas such as data centres and modern logistics facilities.

What sets Goodman apart is its development capability and capital recycling model. By developing, partnering, and reinvesting at scale, the company has been able to grow earnings and funds under management consistently over time. For long-term investors, Goodman provides exposure to structural trends that extend well beyond the Australian economy.

REA Group Ltd (ASX: REA)

Another ASX 200 share that I think could outperform is REA Group. It is a textbook example of how digital platforms can outperform the market over time.

Its property marketplaces sit at the centre of Australia’s real estate ecosystem, benefiting from powerful network effects that are difficult for competitors to replicate. As agents and consumers continue to rely on its platforms, the realestate.com.au owner is able to layer on new products and pricing initiatives without needing property volumes to surge.

This combination of dominance and scalability gives REA the potential to compound earnings faster than the broader ASX 200.

WiseTech Global Ltd (ASX: WTC)

Finally, WiseTech Global adds a higher-growth, technology-driven element to the portfolio.

The ASX 200 share’s software platform is deeply embedded in global freight forwarding and logistics operations. As supply chains become more complex and data-driven, WiseTech’s solutions become increasingly critical to customers, supporting strong retention and recurring revenue.

While its share price can be and has been volatile, WiseTech’s long-term opportunity lies in continued global expansion and deeper penetration of its existing customer base. That growth profile gives it the potential to outperform the market over time for investors willing to look beyond short-term fluctuations.

The post Where to invest $5,000 in ASX 200 shares to try and beat the market appeared first on The Motley Fool Australia.

More reading

• 5 of the best ASX growth shares to buy and hold
• The 3 best undervalued ASX shares I’d pick up in January
• Top brokers name 3 ASX shares to buy next week
• No savings at 50? Here’s how I’d use Warren Buffett’s playbook to build wealth and retire comfortably
• 2 beaten-down ASX shares to consider before they recover

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

These S&P/ASX 200 Index (ASX: XJO) shares have fallen to record lows. Ebos Group Ltd (ASX: EBO) and Premier Investments Ltd (ASX: PMV) have lost 38% and 36% respectively in value in the past 6 months.

Ebos Group has been hit by weak earnings and lost contracts, while Premier Investments has suffered from soft consumer spending and patchy retail conditions.

After multi-year lows, are both ASX 200 shares now in turnaround mode?

Ebos Group Ltd (ASX: EBO)

The ASX 200 share is a major supplier of healthcare, pharmaceutical and animal care products across Australia and New Zealand. The Ebos Group sits deep in the healthcare supply chain, servicing hospitals, pharmacies, aged-care facilities and veterinary clinics. The TerryWhite Chemmart chain is probably the most recognisable Ebos businesses.

The healthcare division has traditionally provided stability, but recent years have exposed vulnerabilities. Margin pressure in pharmacy distribution and the loss of a major customer have weighed heavily on earnings and sentiment of the ASX 200 share.

Still, Ebos retains important strengths. Its operations are diversified, and demand for healthcare products is structurally supported by ageing populations. The company is also investing heavily in new distribution infrastructure.

These upgrades are hurting short-term cash flow but are designed to improve efficiency and margins over time. The next couple of years are likely to be transitional. A serious recovery depends heavily on successful execution and a stabilisation in competitive pressures.

Brokers are cautiously optimistic that the board of the ASX 200 healthcare stock can turn things around. Most market-watchers rate Ebos a buy or even a strong buy.

The average 12-months price target is $29.53, almost 32% higher than the company’s record low of $22.28 at the start of the week.

Premier Investments Ltd (ASX: PMV)

Premier Investments faces a very different challenge. The retail company owns well-known retail brands such as Peter Alexander, Smiggle and Just Jeans, making it far more exposed to discretionary spending.

With households cutting back, sales growth has slowed and earnings expectations have been revised lower. Smiggle, once a standout performer, has been a particular drag on results of this ASX 200 share.

Despite this, Premier is far from broken. The ASX 200 share has a strong balance sheet, valuable brands and the financial flexibility to return capital to shareholders. Peter Alexander continues to perform relatively well.

Management has also shown a willingness to support the share price through buybacks. A recovery, however, will likely depend on an improvement in consumer confidence and a turnaround in underperforming divisions.

Analysts are not all doom and gloom, despite the share exploring new depths at $13.05 this week.

The target price for the ASX 200 share ranges between $14 and $28.96, pointing to an upside between 6% and a whopping 119%. However, the average 12-month target price is $19.43, implying a potential gain of 47%.

The post Can these 2 ASX 200 shares rebound after reaching record lows? appeared first on The Motley Fool Australia.

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• 5 things to watch on the ASX 200 on Thursday
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• Bargain hunting – these ASX shares are trading near 52-week lows

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

S&P/ASX All Ords Index (ASX: XAO) shares lifted 7.11% and produced total returns, including dividends, of 10.56% last year.

The ASX All Ords outperformed the benchmark S&P/ASX 200 Index (ASX: XJO), which rose 6.8% and returned 10.32%.

As always, there were outliers.

These 2 ASX All Ords shares more than tripled in value last year.

Can their amazing ascension continue?

We defer to the experts.

Will these 2 ASX All Ords shares streak even higher?

Predictive Discovery Ltd (ASX: PDI)

This ASX All Ords gold mining share soared 220% last year to close at 74 cents apiece on 31 December.

Yesterday, the Predictive Discovery share price closed at 82 cents, up 0.6%.

Predictive Discovery is developing gold deposits within Guinea’s Siguiri Basin.

The company’s flagship asset is the Bankan Gold Project, which has a mineral resource estimate of 5.53Moz.

The explorer completed the Definitive Feasibility Study (DFS) in June.

The Guinea Government has approved the environmental Impact assessment, and the exploitation permit application is in the final stages.

Predictive Discovery is also in the process of acquiring Robex Resources CDI (ASX: RBR).

The company announced final court approval last week.

So far in the new year, Ord Minnett is the only broker to issue a new note on Predictive Discovery shares.

The broker downgraded its rating to a hold but lifted its 12-month price target from 50 cents per share to 74 cents per share.

The increased target price is still 10% below where the ASX All Ords share is trading today.

This means Ord Minnett considers the gold explorer overvalued by the market for now.

DroneShield Ltd (ASX: DRO)

This ASX All Ords industrial share leapt 300% to close at $3.08 apiece on 31 December.

Droneshield is benefitting from a huge increase in global defence spending amid greater geopolitical turmoil.

On Tuesday, the Droneshield share price closed at $4.74, up 4.2%.

Last week, Droneshield announced it had been selected for Australia’s Project LAND 156 C-sUAS Services Standing Offer Panel.

This will allow the defence department to procure DroneShield’s counterdrone services through selective and limited tender.

Droneshield CEO, Oleg Vornik, said:

We welcome the opportunity to support Defence through this Panel arrangement and stand ready to deliver battle-proven, software-defined C-sUAS solutions.

TradingView data shows two analysts have a consensus strong buy rating on Droneshield shares.

While their maximum target is $5, implying a potential 5.5% upside in 2026, their minimum target is $4.40, which suggests a possible fall.

After such strong growth in 2025, it’s worth noting that there is a large short position on Droneshield shares today.

The post These 2 ASX All Ords shares tripled in value last year. Can they keep going? appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• Should you buy DroneShield, Westpac, and BHP shares?
• Why Bellevue Gold, DroneShield, Hub24, and Telix shares are storming higher today
• These are the 10 most shorted ASX shares
• 4 ASX 300 shares that ripped 100% or more in 2025

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. 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.

The S&P/ASX 200 Index (ASX: XJO) has been a solid long-term performer, and if it delivers something like a 9% return in 2026, that would be a very respectable outcome for investors.

But when I look beyond Australia, I see parts of the global market that I think have a genuine chance to do much better than that.

One exchange traded fund (ETF) from Vanguard in particular stands out to me as having the right mix of growth potential, diversification, and valuation support to meaningfully outperform the ASX 200 this year.

That ETF is the Vanguard MSCI International Small Companies Index ETF (ASX: VISM).

Why I think international small caps could shine in 2026

VISM ETF provides exposure to more than 3,600 small cap stocks across developed markets outside Australia. These are businesses listed in countries like the United States, Japan, the United Kingdom, and Canada.

Small-cap shares tend to be more volatile than large caps, but that volatility is often the price investors pay for higher long-term growth. Smaller companies are typically earlier in their expansion cycle, which gives them more scope to grow earnings faster than established blue chips.

What I find compelling in 2026 is that many international small caps are coming from a relatively subdued period of performance. In contrast, large-cap indices have already enjoyed strong runs in recent years. That sets up a potential environment where leadership broadens beyond the biggest names.

Valuation and growth look well balanced

One of the reasons I am comfortable making a bullish call on the VISM ETF is that its underlying valuation does not look stretched.

According to Vanguard, the ETF is trading on a price-to-earnings ratio of around 17.9 times, which I think is reasonable given its forecast earnings growth rate of roughly 12.5%. Return on equity sits at about 9.3%, and while the dividend yield is modest at 1.85%, this fund is clearly designed for growth rather than income.

In other words, investors are not paying extreme multiples for speculative growth. They are getting exposure to thousands of profitable businesses with genuine earnings momentum.

Diversification the ASX simply cannot match

Another reason I believe the Vanguard MSCI International Small Companies Index ETF could outperform the ASX 200 is diversification.

The Australian share market is heavily skewed toward banks, miners, and a handful of large industrials. By contrast, this Vanguard ETF spreads its exposure across thousands of companies, multiple sectors, and more than 20 developed economies.

The United States makes up about 63% of the portfolio, followed by Japan at 13%, with meaningful exposure to Europe and Canada as well. Sector exposure is broad, with holdings spanning technology, healthcare, industrials, consumer businesses, and energy.

No single stock dominates the portfolio. The largest holding, SanDisk Corp (NASDAQ: SNDK), represents well under half a percent of net assets. That structure reduces company-specific risk while still allowing investors to benefit from overall small-cap growth.

Why I think this Vanguard ETF can beat the ASX 200 index

If the ASX 200 delivers a 9% return in 2026, I think the VISM ETF has a realistic chance to exceed that by a meaningful margin.

Faster earnings growth, broader diversification, reasonable valuations, and exposure to international economic expansion all work in its favour. It will not outperform every year, and there will be volatility along the way. But on a forward-looking basis, the setup looks attractive to me.

For investors willing to accept higher short-term swings in pursuit of stronger long-term returns, I think Vanguard MSCI International Small Companies Index ETF is well placed to outperform.

The post Prediction: This unstoppable Vanguard ETF will crush the ASX 200 in 2026 appeared first on The Motley Fool Australia.

More reading

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• Vanguard will pay ASX ETF dividends today
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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 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.

When I am looking for income on the ASX, I want two things above all else: visible cash flows and clear dividend guidance.

A high dividend yield on its own is not enough. It needs to be supported by assets or earnings that give me confidence the income can be maintained.

With that in mind, here are two ASX income stocks offering dividend yields above 6% that I would be comfortable buying.

APA Group (ASX: APA)

APA Group is one of the most established income stocks on the ASX.

The company owns and operates critical energy infrastructure across Australia, including gas pipelines, storage assets, and electricity transmission. These assets are typically governed by long-term contracts and regulated frameworks, which helps underpin stable and predictable cash flows.

For FY26, APA is guiding to a distribution of 58 cents per share. Based on its current share price of $8.80, this represents a dividend yield of approximately 6.6%.

What I find attractive about APA is that its earnings are largely insulated from short-term economic cycles. Demand for energy transport does not fluctuate in the same way as discretionary spending, which makes APA well suited to income-focused portfolios.

While APA may not deliver rapid growth, it offers exactly what many income investors are seeking: visibility, scale, and consistency.

HomeCo Daily Needs REIT (ASX: HDN)

HomeCo Daily Needs REIT is another ASX income stock offering an attractive dividend yield. It is supported by a defensive property portfolio.

The business owns large-format retail assets leased to tenants that provide everyday goods and services. These include supermarkets, hardware stores, and other non-discretionary retailers. This tenant mix helps support rental income even when consumer conditions are softer.

The REIT is guiding to a distribution of 8.6 cents per share in FY26. At a current share price of $1.37, this translates to a dividend yield of around 6.3%.

For income investors, HomeCo Daily Needs REIT offers exposure to property-backed cash flows without relying on premium retail or office markets. Its focus on daily needs assets adds an extra layer of defensiveness to the income stream, in my opinion.

Foolish takeaway

APA Group and HomeCo Daily Needs REIT both offer dividend yields above 6%, backed by assets designed to produce recurring cash flows.

Neither stock is about chasing growth. Instead, they are about generating income with a reasonable level of visibility. For investors building or supplementing an income portfolio, I think both are worth serious consideration in January.

The post 2 ASX income stocks with 6% dividend yields I would buy appeared first on The Motley Fool Australia.

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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 no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Apa Group. The Motley Fool Australia has recommended HomeCo Daily Needs REIT. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in Telix Pharmaceuticals Ltd (ASX: TLX) will be on watch this morning after the company late yesterday revealed it had met its full year revenue guidance and had grown its fourth quarter revenue strongly.

The drug developer said its full year revenue had come in at US$804 million ($1.2 billion), in line with the company’s upgraded guidance of US$800-US$820 million.

Numbers strong across the board

Telix’s revenue for the fourth quarter came in at US$208 million, up 46% comparted with the same quarter last year.

Telix said its precision medicine division had revenue of about US$161 million, up 4% on the third quarter’s result, “driven by the successful United States launch of Gozellix following reimbursement by Centers for Medicare and Medicaid Services (CMS), effective from 1 October 2025”.

The company’s managing director Dr Christian Behrenbruch said it was a good result.

Telix’s Precision Medicine business delivered excellent sequential growth in Q4 2025, driven in part by the successful U.S. launch of Gozellix. This revenue growth outpaced a 3% increase in dose volumes, demonstrating the positive impact of our two-product strategy on market share and pricing. With strong early uptake of Gozellix and a robust pipeline of key accounts integrating Gozellix and ARTMS technology, Telix is well positioned for sustained growth in 2026.

Trials progressing

On the clinical trial front the company said the first international patients had been dosed in part 2 of the ProstACT Global Phase 3 study of TLX591-Tx in advanced prostate cancer.

This compound is the company’s lead prostate cancer therapy candidate, and the company is also preparing for a readout of safety and dosimetry data from Part 1 of the trial.

Telix said further:

The study is open for enrolment in Australia, New Zealand and Canada, with further sites to be opened in China, Singapore, South Korea, Türkiye, the United Kingdom and Japan9, where regulatory approvals have already been granted. Data from Part 1 will be presented to the U.S. Food and Drug Administration (FDA) to ascertain eligibility for U.S. patients to participate in Part 2.

The company said it had also dosed the first US patinets in Solace, which was a study of its therapeutic candidate for treating pain in patients with osteoblastic bone metastases from prostate and breast cancers.

Telix also yesterday announced that China’s National Medical Products Administration (NMPA) Center for Drug Evaluation (CDE) has accepted a new drug application (NDA) for Illuccix, which is Telix’s lead prostate cancer imaging agent.

The company said further:

The NDA was submitted with Telix’s strategic partner for the Greater China region, Grand Pharmaceutical Group Limited. Seeking a broad label that reflects clinical utility at multiple stages of prostate cancer care, the submission includes data from the Illuccix China Pivotal Phase 3 Registration study1, which reported positive top-line results in December 2025.

Telix said more than 134,000 men were diagnosed with prostate cancer in 2022, with that number increasing by about 6% each year.

Illuccix has already been approved by the US Food and Drug Administration, Australia’s Therapeutic Goods Administration, by the United Kingdom Medicines and Healthcare Products Regulatory Agency and in 19 countries within the European Economic Area.

The post Telix shares in focus as the company meets guidance appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Wednesday
• Why Bellevue Gold, DroneShield, Hub24, and Telix shares are storming higher today
• Good news out of China has this drug company’s shares higher
• Telix Pharmaceuticals receives China’s nod for Illuccix prostate cancer imaging NDA
• Bell Potter says these ASX shares are best buys in January

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

On Tuesday, the S&P/ASX 200 Index (ASX: XJO) was out of form again and tumbled into the red. The benchmark index dropped 0.65% to 8,815.9 points.

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

ASX 200 to fall again

The Australian share market looks set to fall again on Wednesday after a selloff on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 59 points or 0.7% lower this morning. In late trade in the United States, the Dow Jones is down 1.8%, the S&P 500 is down 2%, and the Nasdaq is 2.3% lower. Traders have been selling US assets in response to Donald Trump’s Greenland threats.

Oil prices rise

ASX 200 energy shares including Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a good session on Wednesday after oil prices stormed higher overnight. According to Bloomberg, the WTI crude oil price is up 1.8% to US$60.53 a barrel and the Brent crude oil price is up 1.1% to US$64.66 a barrel. Traders were buying oil in response to supply disruption in Kazakhstan.

Telix FY 2026 update

Telix Pharmaceuticals Ltd (ASX: TLX) shares will be on watch on Wednesday after releasing an update on its performance in FY 2025. The radiopharmaceuticals company’s unaudited group revenue came in at approximately US$804 million (A$1.2 billion). This was in line with its upgraded guidance of US$800 million to US$820 million. Fourth quarter revenue was up 46% on the prior corresponding period to US$208 million. Telix’s CEO, Dr. Christian Behrenbruch, said: “Telix’s Precision Medicine business delivered excellent sequential growth in Q4 2025, driven in part by the successful U.S. launch of Gozellix.”

Gold price jumps to record high

ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a good session on Wednesday after the gold price jumped to a record high. According to CNBC, the gold futures price is up 3.75% to US$4,767.2 an ounce. The precious metal hit a record high in response to increased safe haven demand, US dollar weakness, and a “sell America” trade.

Rio Tinto update

Mining giant Rio Tinto Ltd (ASX: RIO) will be one to watch on Wednesday when it releases its fourth quarter and full year production update. The consensus estimate is for full year copper production of 863,000 tonnes and iron ore production of 322,756mt. Aluminium production of 3,224,000 tonnes is also expected.

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

More reading

• Telix shares in focus as the company meets guidance
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• 2 ASX 200 gold shares to buy and 1 to sell: experts
• Why Bellevue Gold, DroneShield, Hub24, and Telix shares are storming higher today

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

From miners to airlines, these are the ASX shares which have caught my eye this week.

Zip Co Ltd (ASX: ZIP)

Zip shares have had an unexciting start to 2026 so far, but analysts are bullish that there is plenty of upside left for the ASX financial tech company this year. I certainly think the stock is a screaming buy for 2026.

Zip has posted some robust financial results over the past few quarters and the business has some great growth plans in place for 2026. The company is expected to post its FY26 half-year results next month where investors will find out if the company is still on track. Good news could push the share price quickly higher.

Coles Group Ltd (ASX: COL)

Coles’ growth strategy has paid off. The business was a strong performer overall in 2025. The ASX retailer posted a strong quarterly update in late October, where it reported a 3.9% increase in group sales and quarterly results generally in line with analyst expectations. 

It looks like the supermarket giant could face some headwinds this year as resilient inflation and cost-of-living pressures continue to weigh heavily on Aussie pockets. But the stock is fiercely defensive and the business is now well positioned to remain resilient. I still think the stock is a good buy with some potential ahead this year.

Qantas Airways Ltd (ASX: QAN)

Qantas and its subsidiary, Jetstar, are adding capacity to their routes this year. The aviation giant said it is also planning to scale AI usage across the business over the coming year.

Analysts at Macquarie think there is plenty more upside to come out of the ASX airline’s shares this year. The team recently said that its Jetstar business continues to be a key driver of growth for the business and that there is a “favorable outlook” ahead.

BHP Group (ASX: BHP)

The mining giant reported its first half production update yesterday. Its copper production was flat versus the previous corresponding period, iron ore was up 2%, steelmaking coal production was up 2% and energy coal production up 10%. Management also upgraded parts of its FY 2026 guidance.

The latest update follows strong production figures throughout 2025. It also follows an announcement in December that it has struck up a new US$2 billion infrastructure agreement with Global Infrastructure Partners (GIP), an investment group owned by BlackRock. 

Analysts are pretty divided about the stock but I think there is potential for some decent upside for the ASX miner’s shares in 2026 if its growth continues.

Mader Group Ltd (ASX: MAD)

Shares in the maintenance services company, which contracts to the resources sector, are in focus this week after analysts at Bell Potter upgraded its rating and target price on the stock (buy, $9.00). The broker said it thinks consensus expectations are conservative and disclosure of the company’s 5-year strategy could be a near-term catalyst. 

At the time of writing, Bell Potter’s target price implies a 7% upside for the shares over the next 12 months, however some analysts think the ASX stock could rise another 23.66% to $10.40.

The post 5 ASX shares I’d buy with $5,000 this week appeared first on The Motley Fool Australia.

More reading

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Motley Fool contributor Samantha Menzies 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 and Mader Group. The Motley Fool Australia has positions in and has recommended Macquarie Group and Mader Group. 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.

When I think about investing for the next ten years, I am focused on owning assets that can benefit from long-term global growth.

That is where exchange traded funds (ETFs) can be particularly useful. They offer exposure to powerful themes with the click of a buy button.

If I were building a portfolio to hold largely untouched for the next decade, these are three global ETFs I would feel comfortable owning.

BetaShares Nasdaq 100 ETF (ASX: NDQ)

The NDQ ETF provides exposure to many of the most influential companies shaping the global economy.

This ETF tracks the Nasdaq 100 Index, which includes many of the largest and most widely respected stocks in the world. Many of these businesses are deeply involved in areas such as artificial intelligence, cloud computing, online shopping, electric vehicles, digital payments and social media.

What appeals to me is not just growth, but durability. These are stocks with fortress balance sheets, global reach, and a history of reinvesting in innovation. While the fund can be volatile at times, the underlying businesses continue to grow earnings over long periods.

For a ten-year horizon, I see the BetaShares Nasdaq 100 ETF as a way to capture global innovation without needing to constantly rotate holdings.

Vanguard MSCI Index International Shares ETF (ASX: VGS)

The Vanguard MSCI Index International Shares ETF would play a different role in my portfolio.

Rather than focusing on one sector or theme, it provides broad exposure to developed markets outside Australia. This includes over a thousand companies across the United States, Europe, and other major economies.

For Australian investors, this helps address a common issue: home bias. Many local portfolios are heavily concentrated in Australian banks and resources. The VGS ETF adds balance by spreading exposure across industries and regions that are underrepresented locally.

It is not designed to be exciting. It is designed to be effective. Over a decade, that kind of broad diversification can be a powerful foundation for a portfolio.

Vanguard FTSE Asia Ex-Japan Shares Index ETF (ASX: VAE)

The Vanguard FTSE Asia Ex-Japan Shares Index ETF adds an important growth dimension that many global portfolios lack.

This ETF provides exposure to Asia outside Japan, including markets such as China, Taiwan, India, and South Korea. These regions are home to a large share of the world’s population and many of its fastest-growing economies.

The VAE ETF includes stocks that sit at the heart of global manufacturing, technology, and consumption.

For a ten-year holding period, I see the Vanguard FTSE Asia Ex-Japan Shares Index ETF as a way to capture demographic and economic trends that may not be fully reflected in developed market indices.

How these ETFs work together

What I like about this combination is how complementary it is.

The NDQ ETF provides exposure to global innovation leaders. The VGS ETF offers broad developed market diversification. Lastly, the VAE ETF adds emerging and high-growth Asian exposure.

Each offers a different way to access global markets, and together they create a diversified portfolio built for the long term.

For investors willing to stay patient and let compounding do its work, these are global ETFs I would be comfortable recommending long into the future.

The post 3 global ETFs I’d hold for the next decade appeared first on The Motley Fool Australia.

More reading

• How to build an ASX share portfolio for income and growth
• Why Aussies are pouring into ASX ETFs at a record pace
• How to build your first ASX share portfolio step by step
• Should I invest $1,000 in the VGS ETF?
• Vanguard will pay ASX ETF dividends today

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 BetaShares Nasdaq 100 ETF. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended 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.

While investors chase the latest momentum trades, some proven ASX shares are being left behind — creating opportunities for those willing to look past short-term noise.

Two undervalued ASX shares that brokers believe fit that description today are Pro Medicus Ltd (ASX: PME) and Megaport Ltd (ASX: MP1).

Pro Medicus Ltd (ASX: PME)

Pro Medicus has built a reputation as one of the ASX’s highest-quality healthcare technology companies. Its Visage imaging platform is used by leading hospitals and health systems, particularly in the US. Demand for advanced diagnostic software continues to grow.

The $19.5 billion company benefits from sticky, long-term contracts, high switching costs and recurring revenue. This is a powerful combination in any market environment.

There are risks. Growth expectations remain high, and any slowdown in hospital IT spending could impact short-term momentum. But with a clean balance sheet, strong cash generation and clear structural tailwinds from digital healthcare adoption, brokers remain confident the longer-term outlook remains intact.

The main concern for investors has long been valuation. The ASX share has often traded at a premium, reflecting its strong margins and reliable growth. However, in the past 6 months Pro Medicus has lost 42% in value, trading at $187.94 at the time of writing.

The recent weakness may offer a rare chance to buy a top-tier healthcare business at a heavily discounted price. Most analysts see Pro Medicus as a buy with an average 12-month price target of $330. This points to a massive 76% upside.

Megaport Ltd (ASX: MP1)

Megaport offers something different. It’s a higher-risk, higher-reward technology story. The company provides on-demand, software-defined network services that allow businesses to connect quickly and flexibly to major cloud providers.

As cloud adoption accelerates globally, Megaport’s addressable market continues to expand. Execution remains key. The ASX stock must prove it can convert growth into consistent profitability while managing competitive pressures in the cloud networking space.

Despite Megaport’s expansion, the share price has lagged, dropping 18% over 6 months. Concerns around margins, investment requirements and earnings visibility have weighed on sentiment, leaving the ASX share trading well below levels seen in previous years.

Brokers are pointing increasingly to meaningful upside relative to current prices. Megaport is now viewed as an undervalued way to gain exposure to global digital infrastructure growth.

Most analysts rate the ASX share as a buy. The average 12-month price target stands at $17.67, which suggests a 48% upside. The most optimistic forecast is set at $21.70, a potential of 82% compared to the current share price of $11.91.  

Foolish takeaway

Pro Medicus offers quality, stability and global reach, while Megaport provides leveraged growth at a discounted valuation.

For investors looking beyond today’s headlines, both ASX shares may be worth a closer look.

The post 2 undervalued ASX shares worth buying today appeared first on The Motley Fool Australia.

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Motley Fool contributor Marc Van Dinther 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. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. 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.