China is stepping up support for the housing industry and easing lockdowns in some areas. But how does this impact iron ore shares?

ASX 200 iron ore shares include BHP Group Ltd (ASX: BHP). Rio Tinto Limited (ASX: RIO) and Fortescue Metals Group Limited (ASX: FMG).

Could China’s property woes ease?

ASX 200 iron ore shares BHP, Rio Tinto and Fortescue are all major iron ore producers. Demand for iron ore from China, along with the iron ore price, can impact their overall profit and share price.

News on easing lockdowns in the city of Chengdu and measures to stimulate the property sector could boost demand for iron ore. Iron ore is used to make steel, and China is the world’s largest steel producer.

In a research note on Friday, ANZ head of Australian economics David Plank said easing curfews in Chengdu have aided the demand outlook for iron ore. He added:

The megacity has relaxed restrictions in some areas, spurring optimism that there won’t be a repeat of Shanghai’s two-month lockdown.

A report on measures to revive China’s real estate sector also helped sentiment.

China’s industrial production leapt 4.2% in August, higher than expected, a report from CNBC stated.

Meanwhile, an executive at a major global iron ore producer has also expressed optimism for the iron ore market amid tight supply.

Vale SA (NYSE: VALE) head of strategy and business transformation Luciano Siani Pires reportedly believes China’s lockdowns and real estate issues have been priced in already, with iron prices predicted to hold at US$95 to US$100 a tonne. Siani said:

The good news is that from now on it can only get better.

Share price snapshot

The BHP share price has gained nearly 4.6% in the past year, while Rio shares have lost 11%. Meanwhile, the Fortescue Metals share price has gained 2.6% in a year.

For perspective, the S&P/ASX 200 Materials Index (ASX: XMJ) has lost 3.5% in the past year.

The post Could the latest news out of China bode well for ASX 200 iron ore shares? appeared first on The Motley Fool Australia.

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• Hanging out for your Rio Tinto dividend? Here’s the latest
• BHP shares: Buy, hold, or fold?
• 3 blue-chip ASX 200 shares touting the highest dividend yield in September
• Morgan Stanley just boosted its outlook for aluminium. Here’s which ASX shares have exposure
• How big will the Fortescue dividend be in 2023?

Motley Fool contributor Monica O’Shea 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.

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Ask A Fund Manager

The Motley Fool chats with the best in the industry so that you can get an insight into how the professionals think. In this edition, Elvest Co portfolio manager Adrian Ezquerro tells what he’d do with a trio of ASX shares that have plunged in 2022.

Cut or keep?

The Motley Fool: Now let’s take a look at three ASX shares that have fallen a heap recently, to see whether you’d buy or stay away. 

The first one is Hansen Technologies Limited (ASX: HSN), which has dropped more than 20% since reporting season. What are your thoughts?

Adrian Ezquerro: Hansen’s a stock I’ve followed for a long period of time. Over 10 years now. And I agree, it’s certainly been a topical stock coming out of reporting season. 

For those who are unaware, it’s a utilities billing software company. It’s got a fantastic long-term track record with an owner-manager again at the helm. In fact, I think its compounded EPS [earnings per share] is close to 20% per annum over the past 15 years. Been [an] incredible performer. 

Specifically the FY22 result, the result itself was in line with expectations. But I think the outlook largely disappointed. So we’re looking ahead in terms of management guidance to slightly lower margins, probably more modest top-line growth than what may have been expected. 

But really, the reaction for us, to a degree, provides potential opportunity. 

History suggests Hansen excels in executing really value accretive M&A. They’ve done it for many years, have got a great playbook and they’ve added a lot of value for shareholders over the past 10 or 15 years. 

As they’re currently placed, they’ve got a strong balance sheet. We think in this market maybe vendor expectations might be becoming a little more realistic and the business is on a circa 7% free cash flow. We remain pretty optimistic on Hansen’s prospects. 

In this market, of course, it pays to be patient. Take your time. We’d say it’s probably a buy for a moderate position in a diversified portfolio, particularly for investors with a pretty long-term time horizon.

MF: The next one is online fashion retailer City Chic Collective Ltd (ASX: CCX). The share price has lost almost 70% this year.

AE: It’s always nice in hindsight that you can look back and say that prices have clearly stretched for what we think is still a pretty good quality business. I think it’s done well to get a growing position of emerging leadership within its niche, which is plus-size ladies’ fashion. 

As you say, it’s largely via the online channel. We think we’ve now got a pretty good foundation to grow its business and that’s on a global basis. Like Hansen, we think it’s not without risk, but it’s probably a buy for small to moderate weight in a diversified portfolio. 

I think the current market price of about 12 or 13 times forward earnings more than fully accounts in value for some of the concerns related to its inventory balance. 

More on that: the recent result was topical in that FY22 earnings were largely in line with previous guidance, but inventory was clearly higher than what was expected and that’s clearly spooked some investors. 

Management did flag strategic investment in inventory last year, and that was particularly around non-seasonal or evergreen clothing that will sell regardless of the time of year. And it did that from our discussions largely as it sought to diversify its supply chain. 

Once upon a time it was almost exclusively procuring product out of China, and I think in our view it’s quite sensible to seek to diversify that. Now there’s a ring around southeast Asia where they’re procuring product. And in order to secure that, they’ve had to put in initial orders from really different suppliers. 

Now management have actually guided to a running down of that inventory over the coming year, and this “we feel” will be a powerful driver that will release strong free cash flow if and when achieved. 

Certainly one to watch and we’re leaning towards a buy at this point, City Chic.

MF: The third one is Fisher & Paykel Healthcare Corp Ltd (ASX: FPH), which has painfully dropped 43% year to date.

AE: Yeah, I’d suggest it’s a hold. If you’re in there, for what it’s worth, I’d probably hold on. 

I mean, it was a very clear COVID beneficiary and they were really forthright about that. Basically said that hospitals were anxious about the potential impact and the strains that they might feel as a result of the impacts of COVID. The CEO himself actually said that they had 10 years’ worth of demand pushed into two years. They ramped up production and fulfilled that need. Clearly, there’s a bit of a glut sitting within their customer base. It was a clear COVID beneficiary and I think the recent difficulties and a subsequent share price reaction reflects the unwinding of the trends that we saw through COVID.

Earnings [are] now being rebased to perhaps a greater extent than what consensus was expecting, yet it’s still trading at a pretty significant premium in terms of earnings multiples, et cetera. 

To be fair, I think Fisher & Paykel is a high quality business, it’s really well placed with a strong brand and product set that’s been around for a long period of time. It’s got a great track record of execution. While I’d say it’s a hold on valuation grounds and while this excess inventory sort of pushes its way through, it’s certainly something I’d be very happy to have on the watch list of interest for the coming year or two.

The post 2 ASX shares now at a buying opportunity after a shocking 2022: fundie appeared first on The Motley Fool Australia.

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Motley Fool contributor Tony Yoo has positions in Fisher & Paykel Healthcare Corporation Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Hansen Technologies. 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.

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Last week saw a number of broker notes hitting the wires once again. Three buy ratings that investors might want to be aware of are summarised below.

Here’s why brokers think investors ought to buy them next week:

Australia and New Zealand Banking Group Ltd (ASX: ANZ)

According to a note out Citi, its analysts have retained their buy rating and $29.00 price target on this banking giant’s shares. Citi is feeling positive about the banking sector thanks to rising rates and the unprecedented levels of excess liquidity. Its analysts are expecting this to underpin strong returns and drive a meaningful increase in net interest margins. The ANZ share price ended the week at $23.55.

Charter Hall Group (ASX: CHC)

A note out of Goldman Sachs reveals that its analysts have initiated coverage on this property company with a buy rating and $16.50 price target. The broker made the move largely on valuation grounds. It highlights that Charter Hall trades at 11x EBITDA compared to its five-year average of 15x EBITDA. The broker also notes that its shares are trading at a sizeable discount to both the ASX 200 and ASX 200 REITs index and sees scope for that to change. The Charter Hall share price was fetching $12.32 at Friday’s close.

Mineral Resources Limited (ASX: MIN)

Analysts at UBS have retained their buy rating and $83.00 price target on this mining and mining services company’s shares. According to the note, UBS has been busy looking at what could happen if Mineral Resources decided to demerge its lithium operations and list them on Wall Street. The broker suspects that the business could command a 6x FY 2024 EBITDA multiple, which it estimates would give it a valuation of A$17 billion. This is notably more than the company’s entire market capitalisation of A$13 billion, which includes more than just its lithium operations. The Mineral Resources share price ended the week at $66.39.

The post Top brokers name 3 ASX shares to buy next week appeared first on The Motley Fool Australia.

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• Top broker values Mineral Resources rumoured lithium spin-off at $17 billion
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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 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.

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This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

Warren Buffett is one of the best investors of all time. Since 1965, Berkshire Hathaway Inc. (NYSE: BRK.A) (NYSE: BRK.B), the masterfully crafted conglomerate he helped build, has returned over 20% annually, creating fortunes for its share-owners along the way.

Berkshire’s public stock portfolio is thus closely watched by investors seeking to build lasting wealth in the stock market. Investing alongside great investors can be an excellent strategy for those seeking outsize returns. Here are Buffett’s largest stock holdings.

Apple: 41.6% 

Buffett once called Apple Inc. (NASDAQ: AAPL) “probably the best business I know in the world.” That’s high praise from the master investor, who has become one of the richest people in the world by carefully identifying elite businesses with powerful competitive advantages.

It’s perhaps unsurprising, then, that Apple is Berkshire’s largest position by far. Buffett’s investment company owns more than 915 million shares of Apple that are currently valued at a staggering $142 billion. 

Buffett values Apple’s beloved brand and sticky ecosystem. He has come to understand the iPhone’s central place in the lives of more than 1 billion people. Buffett also knows that once someone buys an iPhone, they tend to buy other Apple products and services and remain a loyal customer.

Moreover, Buffett appreciates the tech titan’s tremendous cash flow production. Apple generated more than $90 billion in free cash flow during just the first nine months of its fiscal 2022. That whopping sum allows Apple to reward its investors with a steadily rising dividend income stream and a massive stock buyback program. These share purchases have helped to boost Berkshire’s ownership percentage of Apple’s earnings over time, which Buffett applauds. 

Bank of America: 10.2% 

Bank of America Corporation (NYSE: BAC) is Berkshire’s second-largest holding and another Buffett favorite. BofA, as the company is often called, accounts for over 10% of Berkshire’s portfolio, a stake valued at roughly $35 billion. 

Buffett thinks highly of CEO Brian Moynihan, who has helped to strengthen BofA’s operations following its near collapse during the Great Recession and financial crisis of 2007-2009. Since taking the helm on Jan. 1, 2010, Moynihan has prioritized risk management and a return to traditional banking fundamentals.

Although pandemic-related disruptions and a difficult macroeconomic backdrop have been challenging for BofA and other financial institutions, Buffett views the bank as a core, long-term holding. And over longer periods of time, top-tier banks tend to grow and profit along with the expansion of the overall economy.

To maximize its odds of success, BofA is cutting expenses in its traditional branch operations and investing aggressively in digital banking technology. This has positioned BofA to benefit from the boom in mobile banking and app-based transactions — and gain market share from its less tech-savvy rivals.

With Bank of America’s stock price down about 22% in 2022 due mostly to short-term recessionary fears, you currently have the opportunity to scoop up shares of this best-of-breed bank at a hefty discount.

Chevron: 7.8% 

The oil sector has recently become the apple of Buffett’s eye. It’s easy to see why. Energy stocks tend to perform well during inflationary times. And Chevron Corporation (NYSE: CVX) is particularly well positioned to profit from higher oil and gas prices.

The war in Ukraine is driving many countries in Europe and around the world to seek out new sources of dependable energy supplies. Chevron is working to meet this vital global need for energy by ramping up its production of oil and liquified natural gas. 

The energy titan’s profits, in turn, are soaring. Chevron’s revenue surged 83% year over year to $68.8 billion in the second quarter, while its adjusted earnings rocketed 245% to $11.4 billion. Chevron is committed to passing on much of its profits to shareholders via a hefty dividend — its shares currently yield 3.5% — and stock buybacks.

These factors have no doubt contributed to Buffett’s decision to make Chevron Berkshire’s third-largest public stock holding. Berkshire owns more than 163 million shares of the oil and gas giant, a stake valued at nearly $27 billion. 

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post 60% of Warren Buffett’s portfolio is invested in these 3 stocks appeared first on The Motley Fool Australia.

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• Amazon, Microsoft, and Alphabet have partnered with this US cloud stock. Is it a buy?
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Bank of America is an advertising partner of The Ascent, a Motley Fool company. Joe Tenebruso 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 Apple. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long March 2023 $120 calls on Apple and short March 2023 $130 calls on Apple. The Motley Fool Australia has recommended Apple. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

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Are you looking to boost your retirement income with some dividend shares? Then you might want to look at the two listed below.

Both of these dividend shares are expected to provide investors with attractive yields in the near term. Here’s what you need to know about them:

Coles Group Ltd (ASX: COL)

The first ASX dividend share for retirees to consider is supermarket giant Coles.

It could be a top option due to its defensive qualities, positive exposure to inflation, and solid growth outlook. The latter is being underpinned by the company’s bold refreshed strategy, which is focusing on cutting costs through automation and efficiencies. This is expected to boost Coles’ profitability in the coming years.

Citi is positive on Coles and has a buy rating and $20.10 price target on its shares.

In respect to dividends, the broker is forecasting fully franked dividends of 74 cents per share in FY 2023 and 79 cents per share in FY 2024. Based on the latest Coles share price of $16.60, this will mean yields of 4.45% and 4.75%, respectively.

Telstra Corporation Ltd (ASX: TLS)

Another ASX share for retirees to consider is Telstra.

This telco giant could be a good option now that its outlook is arguably the most positive it has been in over a decade.

For example, last month the company released its FY 2022 results and revealed a return to growth and a surprise dividend increase. But it won’t stop there, with Telstra’s T25 strategy now in place, the company is targeting high-teens underlying earnings per share compound annual growth through to FY 2025.

The team at Morgans are positive on the telco giant. Its analysts currently have an add rating and $4.60 price target on the company’s shares.

Morgans is also forecasting another 16.5 cents per share dividend in FY 2023. Based on the current Telstra share price of $3.81, this equates to a 4.3% dividend yield.

The post Experts name 2 ASX dividend shares for your retirement portfolio appeared first on The Motley Fool Australia.

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• Are these ASX blue-chip shares losing their defensive benefits?
• Why is the Coles share price tumbling today?
• Why the Telstra share price could actually be a growth opportunity: fundie
• 5 things to watch on the ASX 200 on Wednesday
• Supermarket shakeup: Do Coles shares offer better dividends than Woolworths?

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 COLESGROUP DEF SET and Telstra Corporation Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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The Australian share market certainly is not short of blue chips. But which ones should you buy over others?

To help narrow things down, listed below are two top blue chip ASX 200 shares that are rated as buys by experts. They are as follows:

CSL Limited (ASX: CSL)

The first blue chip ASX 200 share to consider is CSL. It is one of the world’s leading biotechnology companies and the name behind the CSL Behring and Seqirus businesses. CSL Behring is the global leader in a plasma therapies industry, whereas Seqirus is the number two player in the global influenza vaccines industry.

CSL has also just completed the acquisition of Vifor Pharma. This business, now known as CSL Vifor, is the global specialty pharmaceutical leader in iron deficiency, nephrology (kidney care), and cardio-renal therapies.

All three businesses appear well-placed for growth over the long term thanks to their high quality products and lucrative research and development pipelines. In addition, improving plasma collection conditions should be a boost to the company’s margins in the near term.

Citi is positive on CSL and currently has a buy rating and $340.00 price target on its shares.

Goodman Group (ASX: GMG)

Another blue chip ASX 200 share that has been tipped as a buy is Goodman Group.

It is a leading integrated commercial and industrial property company with a portfolio of high quality properties. Many of these properties have exposure to key growth markets such as ecommerce and logistics where demand is particularly strong. This has underpinned stellar earnings growth in recent years.

The team at Goldman Sachs believes that this strong form can continue thanks to “a number of favourable fundamentals underpinning future long-term demand for industrial space.” For example, it expects this to lead to operating earnings per share growth of ~17% in FY 2023.

Goldman has a buy rating and $25.40 price target on its shares.

The post 2 blue chip ASX 200 shares to boost your portfolio: experts appeared first on The Motley Fool Australia.

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• The CSL share price has gone backwards in 2022. Could a turnaround be ‘just starting to happen’?
• ASX 200 better buy: Cochlear or CSL shares?
• Goodman share price crumbles 5% amid Wall St woes
• The CSL share price dips as the ASX 200 dives on Wednesday
• Why I’m seriously considering buying these ASX shares following today’s market crash

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 CSL Ltd. 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.

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The team at Morgans has recently named a number of shares that it rates highly.

Two that get the tick of approval are listed below. Here’s why its analysts have named these ASX shares as buys:

Lovisa Holdings Ltd (ASX: LOV)

This fashion jewellery retailer could be an ASX share to buy according to Morgans. It believes the company has huge growth potential thanks to its global expansion plans and strong position in an underserved niche.

Morgans currently has an add rating and $24.50 price target on the company’s shares. It commented:

LOV has a substantial multi-year global rollout opportunity across four continents. This opportunity has been materially boosted by the acquisition last year of beeline, which took LOV into several new European markets (notably Germany) and accelerated its expansion in France. We think LOV’s products fill an underserved niche, offering good quality fashion jewellery at prices that are attainable to the target demographic. The recent appointment of Victor Herrero as CEO, replacing Shane Fallscheer, provides a clue as to the extent of LOV’s global ambition, and its impatience to realise that ambition. The next few years will be worth watching.

NextDC Ltd (ASX: NXT)

Another ASX share that the broker is bullish on is data centre operator NextDC. Thanks to strong and growing demand for data centre capacity and its expanding network of world class centres, the broker is tipping NextDC to grow strongly in the coming years.

Morgans has an add rating and $13.30 price target on the company’s shares. It commented:

NXT should deliver a strong result at the upper end of guidance. Structural demand for cloud and colocation remains incredibly strong. NXT’s new S3 and M3 data centres go live shortly and this should result in significant new customer wins over the next six months (including CSP options being exercised). Sales should drive the share price higher. NXT looks comfortably on-track to generate over $300m of EBITDA in the next three to five years.

The post Broker names 2 top ASX shares to buy appeared first on The Motley Fool Australia.

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• Why Lake Resources, Lovisa, Megaport, and St Barbara shares are dropping
• 5 things to watch on the ASX 200 on Wednesday
• What’s driving ASX 200 consumer shares on Tuesday?
• 5 ASX All Ords shares going ex-dividend on Wednesday
• 62% upside: Expert names 2 ASX shares looking beautiful right now

Motley Fool contributor James Mickleboro has positions in NEXTDC Limited. 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 Lovisa Holdings Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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If you have a penchant for investing in small cap shares, then you might want to look at the three listed below.

Here’s why these are highly rated by analysts right now:

Audinate Group Limited (ASX: AD8)

The first small cap ASX share for investors to look at this week is Audinate.

It is the leading digital audio-visual networking technologies provider behind the Dante audio over IP networking solution.

The company highlights that this solution is the worldwide leader and used extensively in the professional live sound, commercial installation, broadcast, public address, and recording industries. Dante can replace traditional analogue cables by transmitting perfectly synchronised AV signals across large distances to multiple locations at once, using just an ethernet cable.

UBS is a big fan of the company. Last month, the broker put a buy rating and $10.20 price target on Audinate’s shares. This implies potential upside of over 20% for investors from current levels.

Bigtincan Holdings Ltd (ASX: BTH)

Another small cap ASX share for investors to look at this weekend is Bigtincan.

It is a growing provider of enterprise mobility software to sales and service organisations. This AI-powered sales enablement automation platform is designed to allow sales representatives to more effectively engage with customers.

It appears to work well judging by its growing customer base, which includes the likes of Nike, Guess, Prudential, and Starwood Hotels, and strong annual recurring revenue growth. The latter grew 126% to $120.1 million in FY 2022.

Morgan Stanley remains very positive on the company’s outlook and is expect further strong growth in FY 2023. So much so, it currently has an overweight rating and $1.15 price target on its shares. This is more than double its current share price.

The post 2 exciting small cap ASX shares analysts rate highly appeared first on The Motley Fool Australia.

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• Bigtincan share price climbs amid 143% revenue explosion
• Audinate share price slides despite record revenue and earnings

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

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Choosing one ASX 200 share to hold forever is a big task. As we preach here at The Motley Fool, it’s never a good idea to confine your investment portfolio to just one share. There’s a lot of risk that comes with that. Not to mention forfeiting the famous ‘only free lunch of investing’, diversification.

But that doesn’t mean it’s not a constructive exercise. After all, the legendary investor Warren Buffett once offered this sage piece of advice:

I could improve your ultimate financial welfare by giving you a ticket with only 20 slots in it, so that you had 20 punches — representing all the investments that you got to make in a lifetime.

And once you’d punch through the card, you couldn’t make any more investments at all… you’d really have to think carefully about what you did, and you’d be forced to load up on what you really think about. So you’d do much better.

So what would be the one ASX share I would choose if I was given a ‘ticket with only one slot’?

Well, it would be a share I already happen to own: Washington H Soul Pattinson and Co Ltd (ASX: SOL).

Why I think Soul Patts is an ASX 200 forever share

This is for two compelling reasons. the first is this is a company that is more diversified than most. Soul Patts has a long history, having first opened up shop back in the 19th century. But these days, it is a long way from its pharmacy-running roots. It arguably functions more like a listed investment company (LIC) or a managed fund these days.

Soul Patts owns chunks of a variety of other ASX shares These include New Hope Corporation Limited (ASX: NHC) and TPG Telecom Ltd (ASX: TPG). As well as Brickworks Ltd (ASX: BKW) and Tuas Ltd (ASX: TUA).

So we have a coal miner, two telcos and a construction materials company. Already we see that Soul Patts has a highly diversified earnings base.

Adding to that is the massive portfolio of blue-chip ASX shares that Soul Patts acquired last year when it bought the old Milton Corporation.

It also has a burgeoning portfolio of unlisted assets too. These include Round Oak Metals, Ampcontrol, Aquatic Achievers Swim Schools and Ironbark Asset Management. Soul Patts also actively invests in pre-IPO emerging companies.

As such, I consider this share to be extremely well diversified. This makes up for the problematic situation of only owning one business.

Growth and dividends?

The second reason is this company’s long history of delivering for its shareholders. Since its founding, Soul Patts has proudly been run by the same family, which has significant skin in the game to boot.

But let’s get to the numbers.

So according to the company’s last half-year financial report, which was dropped back in January, Soul Patts investors have enjoyed total shareholders returns amounting to an average of 11% per annum over the past 15 years. That rises to 13% per annum over the past 20. Those returns smash the returns of the broader market.

Soul Patts is also the only ASX share that has rewarded its investors with an annual dividend pay rise every single year since 2000. The dividends typically come fully franked too.

So all in all, I think Soul Patts is a hands-down winner. As such, it would be my first and only pick if I was confined to just one ASX share for time immemorial.

The post If I had to own only one ASX 200 share forever, this would be it appeared first on The Motley Fool Australia.

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More reading

• ‘Good value’: Expert names 2 ASX dividend shares to pounce on next dip
• Why is ASX behemoth Soul Patts lending a hand to Electro Optic Systems?
• Why this ASX 200 share could be a great way to indirectly profit from booming coal prices
• How I’d invest $50,000 in ASX dividend shares for retirement, if I had to start from scratch
• How I’d invest $20,000 in ASX shares today if I had to start from scratch

Motley Fool contributor Sebastian Bowen has positions in Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Brickworks and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Brickworks and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended TPG Telecom Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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If you’re looking for an easy way to invest in international shares for diversification, then exchange traded funds (ETFs) could be the answer.

But which ETFs should you look at? Here are two popular ETFs that have generated strong returns for investors:

BetaShares Asia Technology Tigers ETF (ASX: ASIA)

This ETF gives investors easy access to ~50 of the largest technology and ecommerce companies that have their main area of business in Asia (excluding Japan).

This means you’ll be buying a piece of tech giants such as Alibaba, Baidu, JD.com, Meituan Dianping, Pinduoduo, Samsung, and Tencent Holdings.

In respect to Meituan Dianping, it is one of China’s largest e-commerce companies. Its apps connect consumers with local businesses for everything from food deliveries, hotel bookings, movie tickets, and many other services.

Meituan is also spending billions on developing autonomous delivery vehicles. This includes drone and self-driving car deliveries. So, could be one to watch very closely in the coming years.

Betashares Nasdaq 100 ETF (ASX: NDQ)

Another ETF to consider is the Betashares Nasdaq 100 ETF. This fund aims to track the performance of the famous NASDAQ-100 Index.

The NASDAQ-100 index comprises 100 of the largest non-financial companies listed on the world-famous NASDAQ market. BetaShares notes that this includes many companies that are at the forefront of the new economy.

Among its top holdings are Google parent Alphabet, Amazon, Apple, Facebook (Meta), Intel, Microsoft, Netflix, Nvidia, PayPal, and Tesla. None of these companies need an introduction. In fact, it is quite likely that readers have used many of their services in the last 24 hours.

Given their positive long term outlooks, this ETF could be a great buy and hold option for investors.

The post 2 outstanding ETFs for ASX investors to buy next week appeared first on The Motley Fool Australia.

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More reading

• Here’s why the BetaShares NASDAQ 100 ETF has tanked 4% today
• 2 excellent ETFs for ASX investors to buy this month
• 3 excellent ETFs for beginner investors to buy
• 3 wonderful ETFs for ASX investors to buy today
• Why is the Betashares Nasdaq 100 ETF leaping ahead on Thursday?

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 BETANASDAQ ETF UNITS. The Motley Fool Australia has positions in and has recommended BETANASDAQ ETF UNITS. The Motley Fool Australia has recommended BetaShares Asia Technology Tigers ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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