Tag: Stock pick

Superannuation is not just a savings vehicle.

For investors who understand how to use it, it is one of the most tax-effective passive income generators available in the Australian financial system.

Earnings inside super during the accumulation phase are taxed at just 15%, compared to marginal rates outside super that can exceed 45%.

In retirement, those earnings become completely tax-free.

That tax advantage, compounded over decades, is what turns ordinary dividend income into extraordinary retirement wealth.

Start with what you actually own inside superannuation

Most Australians sit in a default balanced or growth fund option and have no clear picture of what they actually own.

The first step toward generating passive income from super is understanding your current investment mix and whether it is oriented toward income-producing assets.

Furthermore, the concessional contributions cap just rose to $32,500 from 1 July 2026. This has given investors more room to build a passive income portfolio inside this tax-advantaged structure.

Every additional dollar contributed at the 15% concessional rate rather than at a higher marginal rate is a dollar compounding more effectively toward retirement income.

Here are three ASX stocks known for their ability to generate passive income.

Commonwealth Bank of Australia: the fully franked income anchor

Commonwealth Bank of Australia (ASX: CBA) is the most widely held stock inside Australian superannuation funds for a straightforward reason.

CBA pays a fully franked dividend, expected at approximately $5.15 per share in FY26.

For a super fund in accumulation phase taxed at 15%, the 30% franking credit attached to CBA’s dividend generates an additional net refund. This effectively lifts the after-tax yield above the headline figure.

At the current share price of approximately $169, CBA’s fully franked dividend implies a grossed-up yield of approximately 4.4%.

Inside super, that turns into one of the most tax-effective income stream available from any large-cap ASX stock.

What’s more, CBA has grown its dividend every year since 2021, giving investors a passive income stream that grows consistently each year.

Betashares Australia 200 ETF: instant diversification at the lowest possible cost

For investors who want broad exposure to Australia’s dividend economy without picking individual stocks, the Betashares Australia 200 ETF (ASX: A200) is the most cost-efficient option available.

A200 charges a management fee of just 0.04% per annum. This is the lowest among Australian share ETFs. Furthermore, the ETF pays quarterly distributions with 85.14% franking.

That quarterly income, combined with partial franking credits, gives super fund investors regular cash flow that compounds more frequently than the twice-yearly dividends paid by most individual ASX stocks.

The underlying index has returned approximately 8.53% per annum including dividends since inception.

For investors starting out with passive income investing inside super, A200 is the simplest and most effective starting point available.

BHP: commodity income with a structural growth tailwind

BHP Group Ltd (ASX: BHP) adds a third dimension: commodity income with a strong structural growth story behind it.

The company pays fully franked dividends twice per year. Specifically, BHP pays a trailing twelve-month dividend of approximately $1.96 per share, implying a yield of approximately 3.36% at the current share price of $58.28.

For the first time in BHP’s 136-year history, copper earnings exceeded iron ore contributions in the first half of FY26. This was driven by AI data centre construction, electric vehicle adoption, and grid infrastructure investment.

This structural tailwind supports the earnings that fund BHP’s dividend, giving superannuation fund income investors a defensible long-term outlook.

Foolish takeaway

Passive income from superannuation is the natural result of investing in quality, income-producing assets inside a structure that taxes earnings at 15% rather than your marginal rate.

CBA provides the fully franked income anchor. A200 provides the low-cost diversification with quarterly distributions. BHP provides the commodity income growth tailwind.

Together, they form the foundation of a portfolio that compounds into meaningful passive income over a superannuation career.

The post Do you want to earn passive income from your superannuation? Here’s a guide to get you started appeared first on The Motley Fool Australia.

More reading

• Should you buy BHP shares FY27? Here’s what experts are saying
• Top brokers name 3 ASX shares to buy next week
• If I invest $10,000 in CBA shares, how much passive income will I receive in 2027?
• VAS vs. VHY: Which is the better ASX ETF for retirement?
• How much do I need in my superannuation to get $50k per year in passive income?

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

It’s pay day for iShares S&P 500 ETF (ASX: IVV) investors!

And anyone else who owns iShares ETFs, for that matter.

BlackRock is paying its next lot of distributions (dividends) for all of its ASX exchange-traded funds (ETFs) today.

There are some mega payouts this dividend season, including six ASX ETFs paying a 10%-plus dividend yield in a single hit.

Currency-hedging has also magnified returns by up to 10x in some cases.

For example, iShares Global 100 (Currency-hedged) ETF (ASX: IHOO) will pay investors $10.82 per unit.

Its unhedged counterpart, iShares Global 100 ETF (ASX: IOO), will pay $1.82 per unit.

iShares ASX ETF dividends

Here is an abridged list of the finalised distributions that iShares ETF investors will receive today.

ASX ETF	Distribution
iShares Core S&P/ASX 200 ETF (ASX: IOZ)	25 cents per unit
iShares S&P 500 ETF (ASX: IVV)	23 cents per unit
iShares S&P 500 (AUD Hedged) ETF (ASX: IHVV)	270 cents per unit
iShares Global 100 ETF (ASX: IOO)	182 cents per unit
iShares Global 100 (Currency-hedged) ETF (ASX: IHOO)	1082 cents per unit
iShares S&P/ASX 20 ETF (ASX: ILC)	29 cents per unit
iShares S&P/ASX Small Ordinaries ETF (ASX: ISO)	17 cents per unit
iShares Europe ETF (ASX: IEU)	720 cents per unit
iShares MSCI Japan ETF (ASX: IJP)	209 cents per unit
iShares 15+ Year Australian Government Bond ETF (ASX: ALTB)	104 cents per unit
iShares Core Cash ETF (ASX: BILL)	34 cents per unit
iShares Core FTSE Global Infrastructure (AUD Hedged) ETF (ASX: GLIN)	133 cents per unit
iShares Core FTSE Global Property Ex Australia (AUD Hedged) ETF (ASX: GLPR)	85 cents per unit
iShares Core Composite Bond ETF (ASX: IAF)	76 cents per unit
iShares MSCI South Korea ETF (ASX: IKO)	1,399 cents per unit
iShares MSCI EAFE ETF (ASX: IVE)	308 cents per unit
iShares 20+ Year US Treasury Bond (AUD Hedged) ETF (ASX: ULTB)	212 cents per unit
iShares S&P/ASX Dividend Opportunities ESG Screened ETF (ASX: IHD)	11 cents per unit
iShares Government Inflation ETF (ASX: ILB)	70 cents per unit
iShares Nasdaq Top 30 ETF (ASX: ITEK)	202 cents per unit
iShares Enhanced Cash ETF (ASX: ISEC)	29 cents per unit
iShares S&P Small-Cap ETF (ASX: IJR)	82 cents per unit
iShares S&P Mid-Cap ETF (ASX: IJH)	21 cents per unit
iShares Global Consumer Staples ETF (ASX: IXI)	126 cents per unit
iShares Global Healthcare ETF (ASX: IXJ)	154 cents per unit
iShares S&P China Large-Cap ETF (ASX: IZZ)	45 cents per unit
iShares MSCI Emerging Markets ETF (ASX: IEM)	75 cents per unit
iShares Asia 50 ETF (ASX: IAA)	196 cents per unit

 

The post ASX IVV and other iShares ETFs are paying dividends today! appeared first on The Motley Fool Australia.

More reading

• How to go from zero to $50,000 with ASX shares
• 3 ASX ETFs to buy and hold for 10 years
• SpaceX will be included in the Nasdaq index this week. Here’s what that means for ASX investors
• The currency-hedged ASX ETFs magnifying dividends by up to 10x this season
• Own ASX IVV or other iShares ETFs? Here is your next dividend

Motley Fool contributor Bronwyn Allen has positions in iShares S&P 500 Aud Hedged ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended iShares S&P 500 ETF. The Motley Fool Australia has recommended iShares S&P 500 ETF. 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 All Ords Index (ASX: XAO) finished up 0.47% at 9,003.7 points.

On Friday afternoon, Morgans updated its ratings on three ASX All Ords shares.

Let’s take a look.

Minerals 260 Ltd (ASX: MI6)

The Minerals 260 share price closed at 62 cents, up 3.3% on Friday and up a whopping 425% over 12 months.

Minerals 260 is building one of Australia’s largest near-term gold mines, Bullabulling, in Western Australia.

The miner updated the Mineral Resource Estimate (MRE) and released the Pre-Feasibility Study (PFS) for the project this week.

The MRE increased a sizeable 38% to 190Mt at 1.0g/t Au for 6.2Moz.

On Friday, Morgans maintained its buy recommendation with a 12-month target of $1.38 target.

This suggests potential upside of 120% over the next 12 months.

The broker said:

MI6 has released its maiden Ore Reserve and PFS, confirming Bullabulling as one of Australia’s premier undeveloped gold projects.

The study outlines ~150kozpa production over the first decade, a 43% IRR, A$2.3bn NPV and a two-year payback period.

Importantly, the PFS was completed largely on the previous 4.5Moz resource base, with the upgraded 6.2Moz MRE providing scope for further reserve growth, mine plan optimisation and increased scale through the DFS.

Adairs Ltd (ASX: ADH)

The Adairs share price closed at $1.49, down 2.9% today and down 31% over 12 months.

Morgans downgraded Adairs shares from a buy rating to an accumulate recommendation on Friday.

The broker has a 12-month target of $1.70, suggesting 14% potential upside from here.

Morgans said:

ADH provided a FY26 trading update, with Adairs performing ahead of expectations, Mocka largely in line, but ongoing weakness in Focus on Furniture continues to weigh on group earnings.

Group EBIT is expected to be down ~1.3%.

Given the ongoing weakness in Focus on Furniture and the extended remediation time required, the group intends to recognise an impairment charge of $62-28m ($56-60m after tax). This will be excluded from underlying earnings.

We have made downward revisions to our earnings in FY26/27/28.

James Hardie Industries plc (ASX: JHX)

The James Hardie share price closed at $35.05, up 0.6% today and down 17% over 12 months.

Morgans downgraded James Hardie shares to a trim rating on Friday.

The broker lowered its 12-month price target from $39 to $36.

This suggests a potential 3% upside in the new financial year.

The broker said:

The JHX share price is up 25% in three months, leaving the business trading on a PER (NTM) of 22x, back towards the pre-AZEK average multiple of 21x. JHX has FY27 guidance in the market for EBITDA growth 4-8% – an achievable ambition.

However, by Sep-26 investor attention will turn to 2028 earnings expectations, and with Consensus factoring in +22% EPS growth we see downside.

It is our expectation that any US housing recovery will progressively be pushed into FY29/30, with JHX eking out mid to high single digit growth over the medium term.

Given JHX is trading back at its average multiple, despite the AZEK acquisition, and combined with the potential downside revisions to consensus forecasts, we are moving to a Trim rating with a $36.00/sh price target.

The post Buy, hold, sell: James Hardie, Adairs, Minerals 260 shares appeared first on The Motley Fool Australia.

More reading

• 2 ASX mining shares that could more than double in value in FY27: experts
• This oversold ASX gold developer could more than double: Broker
• Which ASX 200 sectors paid the highest dividend yields in FY26?
• BHP shares may not double in 12 months but this ASX mining share could
• Are Adairs shares a buy, hold or sell after their trading update?

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

Once a 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, listed below are the 10 most shorted shares on the ASX this week according to ASIC.

The top ten most shorted ASX shares

• Lotus Resources Ltd (ASX: LOT) continues its run as Australia’s most shorted share with short interest of 22.8%. The ASX uranium developer suspended its shares last month while it prepares an update on its Kayelekera Project. Lotus shares are due to return to trade on 16 July.
• Domino’s Pizza Enterprises Ltd (ASX: DMP) has seen its short interest ease again to 13.9%. Short sellers are betting heavily against the pizza chain operator’s turnaround plans.
• DroneShield Ltd (ASX: DRO) has short interest of 11.9%, which is down slightly since last week. Short sellers have been targeting the counter-drone technology company after it revealed an ASIC investigation into some announcements and insider share sales.
• Telix Pharmaceuticals Ltd (ASX: TLX) has short interest of 11.9%, which is down slightly since last week. This radiopharmaceuticals company has seen its short interest ease since announcing the successful outcome of a Type B meeting with the US FDA.
• Boss Energy Ltd (ASX: BOE) has short interest of 11.8%, which is down week on week again. There are concerns over this uranium miner’s production outlook. An update is due by the end of August.
• 4DMedical Ltd (ASX: 4DX) has seen its short interest rebound to 11.5%. This medical technology company’s shares trade on sky-high multiples. It appears that short sellers believe this valuation is excessive.
• Flight Centre Travel Group Ltd (ASX: FLT) has 11.4% of its shares held short, which is flat week on week. Short sellers may be expecting the travel agent giant’s near term performance to be negatively impacted by the Middle East conflict.
• Paladin Energy Ltd (ASX: PDN) has 11.4% of its shares held short, which is down week on week. Short sellers appear to be betting against the uranium bull market.
• CAR Group Limited (ASX: CAR) has short interest of 11.3%, which is down since last week. This may be due to fears that higher interest rates could slow the growth of the automotive market and listing volumes.
• Treasury Wine Estates Ltd (ASX: TWE) has seen its short interest ease to 10.9%. The wine giant, which owns the Penfolds brand, is facing tough trading conditions because of the cost of living crisis.

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

More reading

• ASX 200 energy shares rebound after US-Iran peace deal falls apart
• 3 ASX shares I’d buy with $5,000 this week
• Here are the top 10 ASX 200 shares today
• Up 1,636%, but can 4DMedical shares reclaim their record high?
• 9 ASX 200 shares with reiterated buy calls this week

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.

On Friday, the S&P/ASX 200 Index (ASX: XJO) had a strong session and charged higher. The benchmark index rose 0.5% to 8,806 points.

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

ASX 200 expected to rise

The Australian share market looks set for a positive start to the week following a solid session on Wall Street on Friday. According to the latest SPI futures, the ASX 200 is expected to open the day 43 points or 0.5% higher. In the United States, the Dow Jones rose 0.3%, the S&P 500 climbed 0.4%, and the Nasdaq pushed 0.3% higher.

Oil prices ease

ASX 200 energy shares including Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) could have a subdued start to the week after oil prices eased on Friday night. According to Bloomberg, the WTI crude oil price was down 0.95% to US$71.41 a barrel and the Brent crude oil price was down 0.4% to US$76.01 a barrel. This couldn’t stop oil prices from recording a decent weekly gain amid rising tensions in the Middle East.

Buy Mesoblast shares

Mesoblast Ltd (ASX: MSB) shares could be in the buy zone according to Bell Potter. This morning, the broker has essentially upgraded the biotechnology company’s shares to a buy rating (from speculative buy) with a $4.45 price target. This is almost double its current share price. It said: “MSB is expected to commence submission of the various modules of the Biological Licence Application for Rexlemestrocel-L in heart failure and commence recruitment of the adult study in GvHD (for Ryoncil). We expect MSB will also engage in preliminary discussions with distributors for Rexlemestrocel-L in the chronic lower back pain indication, ahead of the phase 3 readout in mid CY27. Investment thesis: TP $4.45 (unchanged) There are no changes to earnings and we retain our $4.45 target price and Buy rating. As MSB is generating strong revenue growth the Speculative risk rating is no longer warranted.”

Gold price falls

It could be a soft start to the week for ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) after the gold price softened on Friday night. According to CNBC, the gold futures price was down 0.65% to US$4,113.7 an ounce. Increased interest rate hike bets have been weighing on the precious metal.

Buy Aroa shares

Bell Potter also sees major upside in Aroa Biosurgery Ltd (ASX: ARX) shares at current levels. This morning, the broker has retained its buy rating and $1.09 price target on the biotechnology company’s shares. It commented: “Beyond the clinical readouts, 2H CY26 should bring further clarity on the reimbursement environment. Key watchpoints should include the final PFS and OPPS rules following CMS’s proposal to retain the current flat-rate methodology for CY27, while any revised DFU/VLU LCDs could further raise the evidence threshold and narrow the reimbursable product set.”

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

More reading

• ASX 200 energy shares rebound after US-Iran peace deal falls apart
• How much do I need in my superannuation to get $50k per year in passive income?
• Here are the top 10 ASX 200 shares today
• ASX 200 snaps its losing streak as miners and banks rally
• Mesoblast shares: Q4 earnings top projections

Motley Fool contributor James Mickleboro has positions in Woodside Energy Group Ltd. 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.

CSL Ltd (ASX: CSL) shares finished last week on a disappointing note, falling 2% on Friday to close at $122.89.

The decline interrupted what had been an impressive recovery, with the ASX healthcare stock climbing 24% over the past month.

Even so, it’s important to keep that rally in perspective. CSL shares remain down around 29% year to date and have lost roughly half their value over the past 12 months.

So, is this just a short-lived bounce, or could the recovery have further to run?

Why are CSL shares recovering?

After one of the steepest sell-offs in the company’s history, investors appear to have concluded that much of the bad news is already reflected in the share price.

CSL spent decades earning a reputation as one of the ASX’s highest-quality businesses, consistently delivering earnings growth and rewarding long-term shareholders. Its leadership in plasma-derived therapies and strong global footprint made it a favourite among growth investors.

That narrative unravelled for CSL shares over the past year.

A series of earnings downgrades, leadership changes, and approximately US$5 billion in non-cash impairments related to the CSL Vifor acquisition severely damaged investor confidence and sent the shares tumbling.

However, bargain hunters have started returning as the valuation became increasingly difficult to ignore.

Competitive advantages remain

Importantly, the fundamentals of the business remain intact. CSL is still the world’s second-largest plasma-derived therapies company, operating in a highly regulated industry with significant barriers to entry.

Its global plasma collection network, manufacturing expertise, and long-standing customer relationships continue to provide competitive advantages that are difficult for rivals to replicate.

While earnings growth has slowed, the business is still expanding.

Management expects FY26 revenue of around US$15.2 billion and underlying net profit after tax and amortisation (NPATA) of approximately US$3.1 billion on a constant currency basis.

The biggest challenge for CSL shares remains its US immunoglobulin business within CSL Behring, where competitive pressures continue to weigh on margins and growth expectations.

What do the brokers think?

Broker sentiment has become more balanced as CSL shares recover, although opinions differ on just how much upside remains.

Morgans is among the more optimistic brokers. It has a buy recommendation and a price target of $147.59, implying meaningful upside from current levels.

Macquarie Group Ltd (ASX: MQG) is more cautious. The broker has a neutral rating and a $114 price target, citing uncertainty surrounding CSL’s core plasma and albumin businesses, as well as ongoing competitive pressures.

According to TradingView data, analyst sentiment remains mixed. Of the 18 analysts covering CSL, 10 have a hold recommendation, while the remaining eight rate the healthcare giant as either a buy or strong buy.

The consensus price target sits at $140.15, suggesting around 14% upside over the next 12 months.

Forecasts vary widely, however. The most bearish analyst expects CSL shares to fall to around $104.55, while the most bullish believes they could climb as high as $199.68.

The post Where could CSL shares go next? Here’s what brokers are predicting appeared first on The Motley Fool Australia.

More reading

• VAS vs. VHY: Which is the better ASX ETF for retirement?
• How to go from zero to $50,000 with ASX shares
• 3 ASX blue-chip shares that could be strong long-term value plays
• Up 36%: Can CSL shares keep rebounding?
• Which ASX 200 sectors paid the highest dividend yields in FY26?

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

Leading blue-chip shares like Wesfarmers Ltd (ASX: WES) are a popular choice among passive income-seeking investors.

The retail conglomerate has a highly diversified portfolio with exposure to some of Australia’s strongest retail brands, including Kmart and Bunnings. The company also has operation office supplies, health and wellbeing, industrials, chemicals, energy, and even more.

As a retail company, Wesfarmers is a classic cyclical stock, but its highly diversified portfolio means it also has some strong defensive qualities.

This year is a great example of the peaks and troughs that a cyclical stock like Wesfarmers can travel through.

Wesfarmers shares have come off the boil in February as Australians tighten their purse strings and prepare for ongoing instability. But then signs of some recovery, forecasts of interest rate cuts and softer-than-expected inflation figures saw the shares swing the other way very quickly. 

In mid-May Wesfarmers shares started rebounding, and at the time of writing the shares are trading at one of the highest levels seen since October last year.

That’s one of the benefits of cyclical stocks. They tend to outperform during economic recoveries.

Another benefit of Wesfarmers shares is the company’s sheer size and market dominance. At the time of writing, the business is the 6th largest company listed on the ASX with a market cap of around $102 billion. 

The company is well-established and financially sound with a history of reliable growth and stability. 

All these factors combined mean the company can pay its shareholders reliable and consistent passive income.

But what exactly does that passive income look like?

How many Wesfarmers shares can I get for $3,000?

At the time of writing, Wesfarmers shares are trading at $89.91 each. That means a $3,000 investment will buy you around 33 shares.

What dividend does Wesfarmers pay its shareholders?

Wesfarmers pays its shareholders two fully-franked dividend payments per year, payable in March and October. 

In March, Wesfarmers paid its investors an interim dividend of $1.02 per share.

And as the company’s earnings climb, its payout is expected to rise too.

Analysts tip Wesfarmers to pay an annual $2.13 dividend per share for FY26, and then $2.31 in FY27.

Based on the current $89.91 share price, that translates to a forward dividend yield of around 2.4% for FY26 and roughly 2.6% in FY27.

So, what’s the estimated passive income for FY27?

Using the estimated payout figures above, we can calculate roughly how much income to expect from a $5,000 investment in Wesfarmers shares.

If the conglomerate pays the expected $2.13 per-share dividend in FY26, your 33 shares would generate $70.29 in passive income.

Assuming Wesfarmers then pays the forecasted $2.31 dividend in FY27, those 33 shares would generate another $76.23 in passive income for the year.

That’s some great passive income!

The post If I invest $3,000 in Wesfarmers shares, how much passive income will I earn in FY27? appeared first on The Motley Fool Australia.

More reading

• VAS vs. VHY: Which is the better ASX ETF for retirement?
• Which is the best buy, Coles shares or Wesfarmers shares?
• How to go from zero to $50,000 with ASX shares
• How much do I need in my superannuation to get $52,000 per year in passive income?
• Wesfarmers shares are closing in on record highs. Buy, hold or sell?

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

ASX 200 energy shares led the market with a 3.88% gain after the US-Iran interim peace deal fell apart last week.

The US hit Iran following its attacks on vessels in the key global oil and gas shipping channel, the Strait of Hormuz.

Iran launched retaliatory strikes on US bases across the region.

The new strikes created uncertainty in global markets, with the S&P/ASX 200 Index (ASX: XJO) falling 0.43% to 8,806 points last week.

Energy shares followed oil and gas prices higher.

The Brent crude oil price increased 5.7% over the week to US$76.01 per barrel on Friday.

The US West Texas Intermediate (WTI) oil price lifted 4.6% to US$71.89 per barrel.

US heating oil rose 8.3% over the week.

UK gas prices rose 13%, German gas lifted 11.8%, and European gas increased 8.7%.

On Friday, Trading Economics analysts said:

Shipping traffic through Hormuz slowed sharply this week, with markets closely monitoring whether transit activity will normalize.

The strategic waterway continues to be a key sticking point in ongoing US-Iran negotiations.

Five of the 11 market sectors finished the week in the red.

Let’s review.

Energy shares rise as US-Iran attacks resume

The Woodside Energy Group Ltd (ASX: WDS) share price rose 4.23% over the week to $29.05 on Friday.

The Santos Ltd (ASX: STO) share price lifted 7.32% to $7.62.

The Ampol Ltd (ASX: ALD) share price rose 4.13% to $35.28.

The Viva Energy Group Ltd (ASX: VEA) share price ascended 5.14% to $2.25 at Friday’s close.

The Karoon Energy Ltd (ASX: KAR) share price finished 1.07% higher at $1.42.

Beach Energy Ltd (ASX: BPT) shares lifted 4.17% to 88 cents apiece.

The ASX 200’s largest uranium share, Paladin Energy Ltd (ASX: PDN), rose 0.8% to $10.06 on Friday.

The Boss Energy Ltd (ASX: BOE) share price rose 6.3% to $1.35.

The Deep Yellow Ltd (ASX: DYL) share price fell 2.36% to $1.45.

The market’s largest ASX 200 coal share, Yancoal Australia Ltd (ASX: YAL) fell 2.16% to $5.44.

The Whitehaven Ltd (ASX: WHC) share price lost 2.24% to finish the week at $7.42.

ASX 200 market sector snapshot

Here’s how the 11 market sectors stacked up last week, according to CommSec data.

Over the five trading days:

S&P/ASX 200 market sector	Change last week
Energy (ASX: XEJ)	3.88%
Financials (ASX: XFJ)	1.97%
Information Technology (ASX: XIJ)	1.34%
Consumer Discretionary (ASX: XDJ)	0.95%
Consumer Staples (ASX: XSJ)	0.87%
Utilities (ASX: XUJ)	0.8%
Communication (ASX: XTJ)	(0.31%)
Healthcare (ASX: XHJ)	(0.79%)
A-REIT (ASX: XPJ)	(1.17%)
Industrials (ASX: XNJ)	(1.41%)
Materials (ASX: XMJ)	(4.41%)

The post ASX 200 energy shares rebound after US-Iran peace deal falls apart appeared first on The Motley Fool Australia.

More reading

• How much do I need in my superannuation to get $50k per year in passive income?
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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 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.

I think it’s quite rare to find ASX dividend stocks that offer a mixture of both reliability and a good dividend yield. WCM Global Growth Ltd (ASX: WQG) is one of the best businesses for that combination of passive income factors, in my opinion.

If I were picking a business for dividends, I’d pick WCM Global Growth over names like BHP Group Ltd (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), Rio Tinto Ltd (ASX: RIO), Westpac Banking Corp (ASX: WBC), Fortescue Ltd (ASX: FMG), National Australia Bank Ltd (ASX: NAB), Woodside Energy Group Ltd (ASX: WDS) or ANZ Group Holdings Ltd (ASX: ANZ).

Part of the reason for that preference is the fact that WCM Global Growth is a listed investment company (LIC). That means it invests in other assets on behalf of shareholders and the board of directors get to decide how big the payouts will be.

The LIC has a fairly different management team to many other LICs on the ASX – it’s managed by WCM, a fund manager that’s based in Laguna Beach, California. They chose that location so that its team are not “living in an echo chamber – surrounded by industry companies and peer analysts”.

Let’s look at the performance, reliability and dividend yield of this compelling ASX dividend stock.

Impressive passive income option

The LIC is invested in a portfolio of between 20 to 40 stocks that are quality global companies primarily in high-growth areas within consumer, technology and healthcare sectors.

There are a couple of key aspects that influence what the WCM team are looking for. They want to find businesses with an improving economic moat (competitive advantages). An economic moat is what keeps the business ahead of competitors or keeps customers coming back. Advantages could include intellectual property, brand power, network effects and ecosystems, cost advantages and so on.

When an economic moat is improving, it suggests the business is entrenching its position in the market further, giving it greater potential to grow profit.

The other main element of the investment strategy is that WCM look for businesses that have a corporate culture that enables an improvement in the economic moat. The investment team believe that corporate culture is the biggest influence on a company’s ability to grow its competitive advantage.

It looks across the world for opportunities, not just US businesses. At 31 May 2026, 56% of the portfolio was invested in the Americas, 21% was invested in Europe, 18% invested in Asia Pacific and 5% was invested in ‘other’.

As of 31 May 2026, the LIC’s portfolio has delivered a net return after fees of 15.8% per year since inception in June 2017 and 22% per year over the last three years. Past performance is not a guarantee of future returns, of course, but it shows the investment process can be very effective.

The strong performance by the ASX dividend stock’s portfolio has enabled it to grow its annual dividend per share every year since FY19. It started paying a quarterly dividend in FY23 and it has increased its quarterly payout every quarter since then.

Good dividend yield

The dividend has regularly increased and now the dividend yield is pleasingly high.

It has provided guidance that over the next 12 months, it expects to pay four quarterly dividends that total 9.59 cents per share.

The guidance translates into a grossed-up dividend yield of 7.1%, including franking credits, at the time of writing.

I think this seems like a good time to invest, partly because (at the time of writing) it’s trading at a high single-digit discount to its net tangible assets (NTA).

At the time of writing, investing $1,000 would buy 518 WCM Global Growth shares. I’d happily make that investment today.

The post $1,000 buys 518 shares in an incredibly reliable ASX dividend stock appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Wcm Global Growth. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

It was a busy week for Australia’s top brokers. This has led to a number of broker notes being released. 

Three broker buy ratings that you might want to know more about are summarised below. Here’s why brokers think these ASX shares are in the buy zone:

BHP Group Ltd (ASX: BHP)

According to a note out of Morgan Stanley, its analysts have retained their overweight rating and $67.50 price target on this mining giant’s shares. The broker believes that recent weakness, which has been caused by profit-taking following a very strong run, has created a buying opportunity for investors. Morgan Stanley is particularly positive on copper, which it believes could underpin strong earnings. The BHP share price ended the week at $58.28.

Goodman Group (ASX: GMG)

A note out of Citi reveals that its analysts have retained their buy rating and $40.00 price target on this industrial property company’s shares. Citi believes there’s a chance that Goodman could upgrade its earnings guidance, which currently points to 9% growth, ahead of its FY 2026 results in August. Looking further ahead, the broker highlights that Goodman is negotiating a number of leases for key assets around the globe. It suspects that this could support a series of upgrades to its FY 2027 guidance as the year progresses. Outside this, Citi remains positive on the company largely due to its data centre pipeline and strong logistics portfolio. The Goodman share price was fetching $29.97 at Friday’s close.

Zip Co Ltd (ASX: ZIP)

Analysts at UBS have retained their buy rating on this buy now pay later provider’s shares with an improved price target of $4.10. According to the note, the broker has been pleased to see that US consumer spending has been resilient despite global uncertainty. In light of this, UBS believes that Zip could have a strong finish to FY 2026, with robust transaction growth in the key US market. Combined with recent facility refinancing, the broker believes Zip is well-positioned to continue its strong financial performance for the foreseeable future. The Zip share price ended the week at $3.13.

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

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Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has positions in Goodman Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group. The Motley Fool Australia has recommended BHP Group and Goodman Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.