Since the war began, ASX 200 shares have fallen 7.8%.

Most sectors, particularly mining, have been negatively impacted, while energy shares have soared due to higher oil, gas, and coal prices.

Earlier this week, we looked at the 5 most traded ASX 200 shares since the war began.

The trading data came from online investment platform Stake and covered the period from 2 March to 18 March.

Only one of the top 5 most traded shares was an energy company.

That alone was interesting, given energy shares are clearly the momentum trade of the moment, with the sector up 16% since 2 March.

The data also indicated another interesting and surprising trend — investors' desire to buy the dip.

Several of the most traded ASX 200 shares had experienced major annual declines, and the war had dragged them even lower.

Examples include CSL Ltd (ASX: CSL), Wisetech Global Ltd (ASX: WTC), Xero Ltd (ASX: XRO), and Zip Co Ltd (ASX: ZIP) shares.

This is a trend we've seen before among Aussie investors.

Last year, Stake trading data showed Aussies bought the dip during the April 2025 rout after the US announced its reciprocal tariffs.

10 most traded ETFs since the war began

In this article, we take a look at the 10 most traded ASX exchange-traded funds (ETFs) on the Stake platform since the war began.

This data is highly relevant given that so many Aussie investors are choosing ETFs over individual shares in today's market.

According to the latest market data, Aussies have a record $333 billion invested across 426 ETFs on the market today.

Here is the data from Stake. Remember, this data only shows volume of activity, so we don't know the split between purchases and sales.

However, we can assume that the fifth-ranked Betashares Crude Oil Index Currency Hedged Complex ETF (ASX: OOO) is buy-tilted.

ASX OOO has surged 47% in 30 days, and provides exposure to US West Texas Intermediate (WTI) crude oil futures (not the spot price).

We can also assume some profit-taking with ASX gold and silver ETFs, given the drop in gold and silver prices this month.

The gold price has fallen 18%, and silver has dropped 24% since the war in Iran began.

However, gold and silver remain 42% and 98% higher, respectively, over 12 months.

Source: Stake

The post Which ASX ETFs have Aussies traded most since the Iran war began? appeared first on The Motley Fool Australia.

The decline comes after a strong run earlier in 2026, where silver had surged on the back of geopolitical tensions and rising demand for safe haven assets. However, recent data suggests that momentum has started to fade as market conditions shift.

Silver drifts toward multi-week lows

According to Trading Economics, silver recently fell to near a 1-month low as investors reassessed inflation risks and the outlook for interest rates.

Despite the ongoing war in the Middle East, markets have begun to stabilise. While earlier disruptions had pushed investors into precious metals, recent sessions have seen a partial unwind of those flows.

At the same time, the US dollar has remained firm, while US Treasury yields have also stayed elevated.

Central bank expectations remain steady

Another key factor has been shifting expectations around monetary policy. Investors are increasingly pricing in a scenario where the US Federal Reserve keeps interest rates steady for longer.

Recent commentary and market pricing indicate that rate cuts may not come as quickly as previously expected. This has supported the US dollar and reinforced pressure on precious metals.

Other major central banks, including the European Central Bank and Bank of England, are also expected to maintain their current policy settings in the near-term.

ETF flows and positioning soften

Recent data also points to weaker investor positioning. Reports indicate that global silver ETF holdings have declined in recent sessions, with outflows reversing part of the inflows seen earlier in the year.

Futures positioning has also eased. Non-commercial net long positions in silver have pulled back from recent highs, showing less bullish positioning from traders.

In addition, margin requirements for precious metals futures have increased, which has reduced leverage and speculative activity.

Industrial demand remains a key support

Despite the recent price weakness, silver continues to be supported by its role as an industrial metal. Demand from sectors such as electronics and solar energy remains a core component of the market.

According to industry data, silver is still expected to face a supply deficit in 2026, with strong consumption from manufacturing and technology applications.

However, in the short-term, macroeconomic factors appear to be having a greater influence on price movements.

What this means for ASX investors

The pullback in silver prices has also flowed through to listed investment products.

The Global X Metal Securities Australia Ltd (ASX: ETPMAG), which provides exposure to physical silver, is currently trading at $102.78, down 3.70%.

The ETF has also declined over the past week, broadly tracking movements in the underlying silver price.

While silver remains higher over the longer term, the recent decline shows how quickly sentiment can shift in commodity markets.

The post Silver slides again as momentum fades. Should investors take profits now? appeared first on The Motley Fool Australia.

The precious metal is now trading around US$88 per ounce, putting it close to historic highs and leaving it almost 170% higher than a year ago.

After a volatile start to 2026, silver has rebounded strongly as investors return to precious metals and supply pressures tighten.

The rally is also lifting investment products linked to the metal.

One example is Global X Metal Securities Australia Ltd (ASX: ETPMAG), which provides exposure to physical silver held in secure vaults.

At the time of writing, the physical silver-backed ETF is priced at $114.74, up 5.24% today.

So, what is driving the rally? Let's take a closer look.

Structural supply shortages supporting prices

One of the biggest factors pushing silver higher is a persistent shortage of physical supply.

According to recent reports, the silver market is expected to record its 6th consecutive annual supply deficit in 2026, with global demand continuing to exceed mine production.

Last year alone, demand outstripped supply by about 95 million ounces, and cumulative deficits over the past several years have exceeded hundreds of millions of ounces.

Investment demand has also remained strong, with investors continuing to buy silver bars, coins, and exchange-traded products.

Industrial demand remains strong

Silver plays an important role across a wide range of industries.

It is widely used in solar panels, electronics, batteries, and technologies linked to artificial intelligence (AI) infrastructure and electric vehicles.

This dual role as both an industrial metal and a precious metal makes silver distinct from many other commodities.

Demand for silver is closely tied to manufacturing activity and the expansion of technologies that require high electrical conductivity.

At the same time, periods of geopolitical tension and economic uncertainty often increase investor interest in precious metals.

A weaker US dollar helping precious metals

Another factor influencing silver prices has been movements in currency markets.

Precious metals are priced in US dollars. When the US dollar weakens, commodities such as silver become cheaper for buyers using other currencies.

This can affect international demand for the metal.

Recent volatility in global markets and shifting expectations around interest rates have also increased investor attention on the white metal.

What happens next?

Silver has already experienced a significant rally over the past year.

However, the global silver market remains relatively tight, with demand continuing to exceed supply in recent years.

Ongoing movements in industrial demand, currency markets, and precious metal investment flows are likely to remain key factors influencing silver prices through 2026.

The post Silver surges to US$88 per ounce. Here's what is driving the rally appeared first on The Motley Fool Australia.

But investing does not need to be complicated.

If I were starting with $10,000 in 2026, I would focus on building a simple portfolio that provides exposure to global growth, the Australian market, and assets that can help during uncertain times.

Here is a straightforward way to do it.

$5,000 – Betashares Nasdaq 100 ETF (ASX: NDQ)

If there is one place in the world where innovation is moving fast, it is the United States tech sector.

The Betashares Nasdaq 100 ETF tracks the NASDAQ-100 Index (NASDAQ: NDX), which includes many of the world's most influential technology companies.

Its holdings include global giants such as Apple, Microsoft, and Nvidia, alongside major consumer and technology businesses that dominate the digital economy.

These companies sit at the centre of powerful long-term trends, including artificial intelligence (AI), cloud computing, semiconductors, and digital infrastructure.

Over time, these growth drivers have helped technology stocks deliver some of the strongest returns in global markets.

For investors looking for long-term capital growth, the NDQ ETF can act as the growth engine of a portfolio.

By allocating $5,000, investors gain exposure to many of the world's most innovative companies through a single ASX-listed ETF.

$3,000 – ASX 200 Index

While global technology offers strong growth potential, investors should not ignore the strength of the Australian share market.

The S&P/ASX 200 Index (ASX: XJO) represents the 200 largest companies listed on the ASX, covering around 77% of Australia's share market capitalisation.

The index includes major banks such as Commonwealth Bank of Australia (ASX: CBA), resource giants like BHP Group Ltd (ASX: BHP) and Rio Tinto Ltd (ASX: RIO), and leading companies across sectors, including healthcare, retail, and telecommunications.

The ASX is also well known for producing reliable dividend income, particularly from banks and mining companies.

That makes the ASX 200 an ideal foundation for stability and income within a portfolio.

Allocating $3,000 to an ASX 200 ETF gives investors exposure to Australia's largest companies while also benefiting from long-term growth and dividends.

$2,000 – Precious metals

No portfolio is complete without some diversification.

Precious metals can play an important role as a hedge against inflation, currency debasement, and global economic uncertainty.

The Global X Physical Silver ETF (ASX: ETPMAG) gives investors direct exposure to the price of physical silver held in vaults.

Silver is particularly interesting because it acts both as a precious metal and an industrial metal, with growing demand from sectors such as solar panels, electronics, and electric vehicles.

Another option is the Global X Physical Precious Metal Basket ETF (ASX: ETPMPM), which provides exposure to a mix of metals, including gold, silver, platinum, and palladium.

Allocating $2,000 to precious metals can help balance a portfolio during periods of market volatility.

Foolish Takeaway

With $10,000, a mix of global tech growth, Australian market exposure, and precious metals diversification can provide a simple starting portfolio.

This approach spreads risk across different markets, industries, and asset classes while keeping the strategy easy to understand.

The post Don't overthink it: The best $10,000 approach to start investing in 2026 appeared first on The Motley Fool Australia.

The precious metal is currently trading around US$89.87 per ounce. While that marks a noticeable pullback from its recent highs, silver is still up more than 180% over the past 12 months.

That is a remarkable gain for any major commodity and helps explain why some investors may now be choosing to lock in profits.

So, what has changed over the past few days?

Risk appetite shifts as oil surges

One key factor appears to be a shift in investor focus.

As tensions escalate in the Middle East between Iran, the United States and Israel, oil prices have jumped sharply. Brent crude has climbed toward US$79 per barrel, while West Texas Intermediate has pushed above US$71.

The Strait of Hormuz, which handles a significant share of global oil shipments, has become a central flashpoint. Fears of supply disruptions have driven money into energy markets, with traders positioning for higher crude prices if the conflict widens to include the Gulf states.

Against this backdrop, some capital appears to have rotated out of silver and into oil. While silver can benefit from geopolitical uncertainty, it also has strong links to industrial demand. If concerns about global growth increase, demand expectations may soften and pressure the silver price.

Strong US data and a firmer dollar

Recent US economic data has also weighed on sentiment.

Manufacturing price readings came in stronger than expected, adding to concerns that inflation remains persistent. At the same time, US bond yields have edged higher and the US dollar has strengthened.

That combination has put pressure on precious metals and sparked a short-term pullback after silver's steep rally.

Still a powerful long-term uptrend

Despite the recent weakness, the long-term outlook is still very much positive.

The rally has been supported by firm investment demand, central bank buying across the precious metals sector, and steady industrial use in areas such as solar panels and electronics.

The white metal is still trading well above levels seen in early 2025. Technical support around the US$80 to US$85 range may now become an area investors watch closely.

If you're seeking exposure without holding physical bullion, the Global X Metal Securities Australia Ltd (ASX: ETPMAG) offers one option.

The exchange traded product, which provides access to physical silver, is currently trading at $121.55. Its performance has closely tracked movements in the silver price over the past year.

What next for silver?

In the short-term, silver may remain volatile as markets react to Middle East tensions and shifting US interest rate expectations.

If oil continues to attract attention and bond yields move higher, silver may find it difficult to revisit recent highs. On the other hand, any escalation in geopolitical tensions or softer economic data could see demand for precious metals pick up again.

The post Silver pulls back from its 4-week high. Has the rally lost steam? appeared first on The Motley Fool Australia.

After trading as low as about US$67 per ounce earlier this year, silver has climbed back above US$80. Even after that pullback, the white metal remains more than 150% higher over the past 12 months.

A volatile start to 2026

The renewed interest in silver comes after a volatile few weeks in global markets.

Earlier in 2026, silver surged to record highs above US$120 before pulling back as investors locked in profits and momentum cooled. The rapid rise pushed technical indicators into overbought territory, which often leads to short term corrections.

Despite that setback, the price has now stabilised above key technical levels. Holding above US$80 is significant, as that area is beginning to act as support rather than resistance. This indicates buyers are stepping in on dips and that the broader uptrend remains strong.

Why is silver climbing again?

A number of factors are supporting higher silver prices.

One major driver has been strong investment demand amid continued geopolitical and economic uncertainty. With inflation concerns and debates over central bank policy still lingering, many investors are turning to precious metals to help protect their wealth.

Another key factor is the tight balance between supply and demand.

According to the Silver Institute, the global silver market is expected to remain in deficit for a 6th consecutive year. That means that demand is outstripping supply, which is keeping upward pressure on prices.

The report also noted that physical investment demand remains solid, even as higher prices begin to influence how some industries use the metal.

Rising costs are prompting adjustments in certain sectors. Solar manufacturers are working to reduce the amount of silver used in panels and explore lower cost alternatives.

That may slow demand growth in parts of the market. Even so, silver continues to play a critical role across electronics, medical devices, renewable energy infrastructure, and many other industrial applications.

ASX option for silver bulls

On the investment side, Global X Metal Securities Australia Ltd (ASX: ETPMAG) provides a way for investors to gain exposure to silver.

ETPMAG is designed to track movements in the silver spot price and is backed by segregated physical silver holdings.

The ETF reached a high of about $155.89 on 29 January, before falling to around $85.36 on 6 February as markets corrected. It has since recovered to about $102.30, reflecting renewed optimism around silver prices.

Foolish takeaway

Looking ahead, silver's path remains closely tied to broader economic conditions.

If inflation pressures persist or geopolitical risks increase, safe haven demand could stay elevated. At the same time, ongoing technical support and supply constraints suggest the metal may continue to find buyers at higher levels than a year ago.

The post Silver surges past US$80. Is there a recovery in play? appeared first on The Motley Fool Australia.

The ETF Market Scoop Report said investors poured $5.3 billion in Australian ETFs in the first month of 2026, marking the best start to the year on record. 

Subsequently, the Australian Exchange Traded Fund market grew $5.8 billion (+1.7%) over the month to $336.4 billion across 463 products.

Here were some of the prominent themes. 

Metals Mayhem 

Acording to Global X, January was defined by extreme volatility across precious metals.

The report said several metals were sold off aggressively, with silver recording its worst intraday fall on record during January. 

Despite the drawdown, trading activity accelerated, as investors actively repositioned across the precious metals complex. The scale of this repositioning was evident in Australian-listed ETFs, with total precious metals ETF trading reaching $2.4 billion during January, marking the highest monthly volume on record.

Additionally, Global X said precious metal ETFs took in $447 million in January, marking the highest month on record for the category. 

Historically, silver ETFs have averaged roughly $3 million in daily turnover over the past five years. However in January, that figure rose to $47 million per day. 

After such unprecedented investment in the sector, investors may be wondering if there is still upside. 

Fortunately, Global X said the longer-term outlook for silver continues to be supported by structural demand from electrification, given its critical role in solar panels, electric vehicles, AI infrastructure and power grids.

Gold's Bull Market is far from over

Another key point from the report was that gold's current rally sits firmly within a secular bull market, echoing earlier multi-year uptrends rather than a late-cycle spike. 

Global X said previous bull markets have been driven by a weaker US dollar, accommodative monetary policy and rising geopolitical risk – a backdrop that shares clear parallels with today's environment.

Gold's price is underpinned by more than just ETF flows. Ongoing central bank buying, as countries diversify reserves away from the US dollar, remains a major structural driver. Official sector demand has stayed largely price-insensitive, with purchases sustained even as gold moved to new highs, highlighting that gold is increasingly treated as a core reserve asset rather than a cyclical trade.

Best performing ASX ETFs

Some of the best performing ASX ETFs across January reflected these themes. 

Hydrogen's strong was driven by improving order momentum, supportive policy, and growing confidence in commercial viability.

Simultaneously, Uranium miners continued their resurgence, as investors refocused on nuclear energy's role in meeting AI-driven power demand.

Finally, the report said equity leadership remained concentrated in North Asia, with Korea extending its momentum.

According to the report, ASX ETFs that saw big gains in January included: 

• Global X Physical Silver Structured (ASX:ETPMAG) rose 36.4%
• Betashares Global Uranium Etf (ASX: URNM) rose 33.7%
• ETFs Hydrogen ETF (ASX: HGEN) lifted 24.8%
• Global X Uranium ETF (ASX: ATOM) increased 24.3%
• iShares Msci South Korea ETF (ASX: IKO) rose 21.3%. 

The post What were the best performing ASX ETFs in January? appeared first on The Motley Fool Australia.

Silver is currently trading around US$82 per ounce after reaching a record US$121.64 last month. Gold is sitting near US$5,042 per ounce, down from its recent all-time high of about US$5,608.

Let's take a look at the difference below.

Why investors look to precious metals

Gold and silver tend to attract attention during periods of uncertainty. When confidence in shares, currencies, or the economy weakens, investors often look for assets that can hold value.

This pattern has repeated many times. During the Global Financial Crisis and again during COVID, gold in particular benefited as markets sold off and fear rose.

Historically, major market shocks tend to occur every 8 to 10 years, which keeps precious metals relevant even during calm periods.

Silver also benefits from this behaviour, but it has another major driver in industrial demand, which can amplify price swings.

Gold's role as a defensive asset

Gold is widely viewed as a store of value. Central banks hold it, governments trade it, and long-term investors use it as a hedge against financial stress.

Its price is influenced by interest rates, inflation, currency movements, and geopolitical risk. Importantly, gold demand does not rely heavily on economic growth. That gives it a more defensive profile during downturns.

While gold prices can still move sharply, those moves are usually more controlled than silver's. This makes gold easier to hold through volatile markets without needing to constantly react.

Silver's higher risk and higher swings

Silver sits in a more complicated position. It is both a precious metal and an industrial input. Large amounts of silver are used in electronics, solar panels, and manufacturing.

This dual role can drive strong rallies when economic growth looks healthy. It can also lead to sudden drops when growth expectations weaken, or speculative trading unwinds.

The recent price action highlights this risk. Silver surged to record highs and then fell hard in a short period. That volatility can suit traders, but it can be challenging for long-term investors seeking stability.

ASX options for everyday investors

Australian investors can access both metals through exchange-traded products.

The Global X Physical Gold Structured ETF (ASX: GOLD) is up about 9% so far this year, reflecting gold's strong run despite the recent pullback.

The Global X Physical Silver Structured ETF (ASX: ETPMAG) has gained around 6% this year, but with much larger swings along the way.

Both track the price of the underlying metal and remove the need to store physical bullion. Investors should also be aware that these products charge a small management fee, which is deducted over time.

Foolish Takeaway

Gold and silver can both play a role in a diversified portfolio, but they serve different purposes. Silver offers higher potential upside, but with larger price moves and greater risk. Gold offers more stable behaviour and a long history as a defensive asset.

If I had to choose just one metal to hold going into the end of this year, I would choose gold. It has generally held up better during market downturns, is less volatile than silver, and is more widely used as a form of protection when financial conditions deteriorate.

The post Gold vs silver. Here's where I'd put my money in 2026 appeared first on The Motley Fool Australia.

After climbing to a record US$121.64 per ounce, silver has fallen sharply over the past two weeks and is now trading around US$76 per ounce. In the latest session alone, prices dropped more than 13%.

That leaves silver down roughly 6% over the past month, despite January's powerful surge that had many investors talking up a new silver boom.

Australian investors have felt the pain too. The Global X Physical Silver Structured ETF (ASX: ETPMAG) has fallen about 11% to around $102, tracking the sharp pullback in the silver price.

So, what caused yet another sudden reversal?

Speculative positioning unwinds

Silver's decline reflects a combination of positioning, changing macro expectations, and forced selling.

The earlier rally was heavily driven by speculative demand. Trading volumes rose sharply, particularly in China, where retail participation and leveraged positions increased as prices pushed to new all-time highs.

Once momentum eventually slowed, selling pressure built quickly. Margin calls and stop loss orders forced traders to reduce exposure, which added to the downward pressure and accelerated the move.

Interest rate expectations shift

Silver was also affected by changes in interest rate expectations in the United States.

Markets reacted to reports that President Donald Trump intends to nominate Kevin Warsh as the next chair of the Federal Reserve. Warsh is viewed as more focused on controlling inflation, which lifted expectations that monetary policy could remain tighter for longer.

The shift helped lift the US dollar, adding further pressure to commodities priced in US dollars, including silver.

Leverage intensifies volatility

As prices fell, leveraged positions were unwound across futures and derivatives markets.

Higher margin requirements at major exchanges, including the CME and the Shanghai Gold Exchange, forced some traders to exit positions. This added further selling pressure during already volatile trading conditions.

Why ETPMAG followed lower

The Global X Physical Silver Structured ETF provides direct exposure to the silver spot price through physical bullion holdings.

As silver prices fell, the ETF moved lower in line with the commodity. After benefiting from the late 2025 rally, ETPMAG has now given back a portion of those gains as volatility increased.

What happens next

Many analysts believe the recent fall is mainly due to traders reducing positions, rather than a change in silver's underlying outlook.

Silver continues to benefit from industrial demand and supply constraints, but the earlier rally moved well ahead of what fundamentals alone would support.

In the near term, prices are likely to remain sensitive to interest rate expectations, currency moves, and shifts in risk appetite.

The post Silver's record run hits turbulence as prices slide 13% appeared first on The Motley Fool Australia.

At the time of writing, the price of silver has climbed back about 5%, trading around US$83 per ounce. This follows a huge plunge from its record highs that wiped out much of the gains achieved earlier in the year.

While the rebound has eased immediate pressure, trading remains volatile, and confidence has yet to fully return.

Let's take a closer look.

What drove the recovery this week?

The rebound appears to be driven by a mix of calmer markets and bargain hunting.

After days of intense selling across commodities, markets have started to steady. Gold and other metals also moved higher, helping lift sentiment across the precious metals space.

Some traders stepped back into silver after prices fell sharply in a short period. Big drops like that often draw buyers looking for a quick rebound.

There was also less pressure from the US dollar. During the sell-off, a stronger dollar added to silver's decline. However, as the dollar has now stabilised, some of that pressure has eased, giving silver room to bounce.

Is this a dead cat bounce or something more?

The market has yet to settle on a clear view.

Traders remain divided on whether the rebound signals renewed strength in silver or is simply a dead cat bounce after heavy selling.

Some remain cautious. A strong US dollar, expectations that interest rates stay higher, and reduced demand for safe-haven assets could limit how far silver recovers.

At the same time, silver continues to benefit from solid industrial demand. The metal is widely used in areas like solar panels and electronics, which helps provide underlying support.

Analysts who follow commodity markets say these longer-term drivers remain in place and could continue to support prices over time.

What about ASX–listed silver exposure?

Australian investors tracking silver gains have also seen price moves reflected in listed products.

The Global X Physical Silver Structured ETF (ASX: ETPMAG) is designed to deliver returns that generally match silver's spot price in Australian dollars.

Backed by physical silver held in a vault, ETPMAG has also rebounded strongly, up around 5.93% to about $110.

Foolish Takeaway

Silver's rebound looks encouraging after a steep fall, but it may be too early to call it a full recovery.

Sharp bounces often follow sharp sell-offs, especially in volatile markets. Whether the rebound holds will depend on price action around recent lows, the US dollar's direction, and upcoming central bank signals.

The post Silver rebounds 5%. Is this a dead cat bounce or a recovery? appeared first on The Motley Fool Australia.

The index was largely affected by selling pressure among investors offloading their gold mining stocks. This was after the metal price slumped from its peak.

New data from CommSec reveals the Australian shares that were most traded by its clients last week, highlighting investor sentiment and market momentum.

Most traded Australian shares in the last week of January

CommSec's data shows that Droneshield Ltd (ASX: DRO) continues to be a firm favourite among its clients. The drone operator's shares were the most traded Australian stock between the 26th and 30th of January.

Droneshield shares have gathered a lot of attention recently. The company is making great progress, and its share price continues to recover following the price crash late last year.

The shares are now just 43.4% below their all-time high of $6.60 seen in October. Over the course of last week, 58% of Droneshield activity was investors buying, but 42% was investors selling up and taking some recent gains.

At the time of writing, Droneshield shares are up 8.41% for the day to $3.74 a piece. For the year to date, the shares are up 12.16%. Analysts widely rate the shares as a buy following the company's strong quarterly update last week. 

Next on CommSec's most traded Australian shares list are Global X Metal Securities Australia Ltd (ASX: ETPMAG) and BHP Group Ltd (ASX: BHP). 

The data shows that 69% of trades in the silver exchange-traded fund ETPMAG were purchases, after surging silver prices were thrust into the spotlight last week. Meanwhile, 65% of trades in the mining giant BHP were sales after the miner took the top spot as the largest stock on the ASX.

What else were investors interested in last week?

CommSec clients were also interested in Global X Physical Gold Structured (ASX: GOLD), 4DMedical Ltd (ASX: 4DX), PLS Group Ltd (ASX: PLS), WiseTech Global Ltd (ASX: WTC), Lynas Rare Earths Ltd (ASX: LYC), and Perth Mint Gold Structured Product (ASX: PMGOLD). Most activity for each of these shares was buying.

Appen Ltd (ASX: APX) shares also made the top 10 most traded shares list during the week, but the majority of activity (41%) was investor selling.

The post These were the 10 most traded Australian shares last week appeared first on The Motley Fool Australia.

Here are four examples.

Betashares Global Gold Miners Currency Hedged ETF (ASX: MNRS)

The MNRS ETF gave a total return, including dividends, of 149% last year.

MNRS tracks the Nasdaq Global ex-Australia Gold Miners Hedged AUD Index.

The MNRS ETF invests in 56 gold shares, with 44% in Canada, 14% in the US, 13% in South Africa, and 8% in Brazil.

Its largest holding is Newmont Corporation (NYSE: NEM), which has CDIs listed on the ASX as Newmont Corporation CDI (ASX: NEM).

Newmont CDI shares are the only Aussie representation in the fund.

This ASX ETF has total net assets of $301 million and a management fee of 0.57%.

MNRS ETF is $20.01 per unit, up 2.62% today.

VanEck Gold Miners AUD ETF (ASX: GDX)

The GDX ETF gave a total return of 139% last year.

The GDX ETF invests in 93 shares, with 44% in Canada, 20% in the US, 11% in Australia, and 6% in China.

The biggest holding is Newmont shares, and it's also invested in Northern Star Resources Ltd (ASX: NST) and Evolution Mining Ltd (ASX: EVN).

This ETF has total net assets of $1.9 billion and a 0.53% fee.

GDX ETF is $166.60 per unit, up 2.21% today.

Global X Physical Silver Structured (ASX: ETPMAG)

The ETPMAG ETF delivered 133% returns last year.

This ETF simply tracks the silver price, so it pays no dividends.

The silver price ripped 147% higher last year. But get this: as of today, the commodity is up 272% year over year. It's nuts!

Silver is a key input for solar panels, electric vehicles, data centres, and modern tech equipment such as smartphones and laptops.

The commodity was added to the US Critical Minerals list in November due to a global shortage and rising demand.

ETPMAG is backed by physical silver. Each physical bar is segregated, individually identified, and allocated.

This ASX ETF has total net assets of $2 billion and a 0.49% fee.

ETPMAG ETF is $154.99 per unit, up 1.77% at the time of writing.

Global X is further capturing silver's run by launching a brand-new ETF this week, the Global X Silver Miners ETF (ASX: SLVM). 

Global X Physical Platinum Structured (ASX: ETPMPT)

The ETPMPT ETF gave a total return of 109% last year.

Like gold and silver, platinum is flying. The metal's price rose 125% in CY25 and is currently up 170% over 12 months.

Platinum is one of six metals in the Platinum Group Elements (PMEs).

PMEs are on the critical minerals lists of many countries, including the US and Australia.

Platinum is primarily used in the automotive industry. It's in the catalytic converters that reduce a vehicle's emissions.

ETPMPT is also backed by physical platinum, with segregated, individually identified, and allocated bars.

This ASX ETF has total net assets of $123 million and a 0.49% fee.

ETPMPT ETF is $359.07 per unit, up 1.05% today.

The post 4 ASX ETFs that produced 110% to 150% returns in 2025 appeared first on The Motley Fool Australia.

Yesterday, ​​the price of silver jumped more than 7%, pushing it to around US$111 per ounce, near record levels.

Prices are trading near US$104 per ounce, after jumping more than 50% in the past month and 260% over the past year.

As The Motley Fool's Aaron Teboneras covered yesterday, this has been driven by a rare combination of geopolitical risk, industrial demand, and speculative momentum.

The global rise in silver prices has seen many ASX silver shares benefit. 

For example: 

• Silver Mines Limited  (ASX: SVL) is up almost 300% in the last year
• Andean Silver Ltd (ASX: ASL) is up 134%. 

New ASX ETF targeting Silver shares

For investors looking to gain diversified exposure to this booming sector without selecting just one stock could be in luck. 

Yesterday, Global X announced the release of its newest ASX ETF. 

It will operate under the name Global X Silver Miners ETF (ASX: SLVM). 

According to the ETF provider, it provides access to a global basket of silver miners which stand to benefit from rising silver prices and being a key part of the value chain facilitating growth in photovoltaics, advanced electronics and more.

According to a report from the provider, silver has begun to re-emerge as a focal point for investors, with spot prices recently breaking above the nominal highs last seen during the Hunt Brothers–driven spike of 1980. 

This renewed strength comes at a time when silver's role in the global economy has expanded materially. Beyond its traditional monetary and store-of-value characteristics, silver has become a critical input into the energy transition and a range of advanced technologies, fundamentally reshaping demand dynamics at a time when supply has struggled to respond.

Global X currently provides pure-play physical silver exposures through Global X Physical Silver Structured (ASX: ETPMAG). 

The launch of this new silver miners ETF offers investors an alternative avenue for accessing the theme, capturing the operating leverage inherent in mining equities. 

Overview 

The ASX ETF is made up of 39 holdings, with a unique focus on silver miners, rather than a physical pure-play option.

By market capitalisation, it has a variety: 

• 72.3% large-cap
• 22% mid-cap
• 5.7% small-cap

Geographically, it has largest exposure to companies based in: 

• Canada (58.93%)
• United States (18.40%)
• Mexico (9.98%)
• South Korea (4.36%)
• Peru (4.10%)

This thematic fund comes with a management fee of 0.65% p.a. and is not currency-hedged.

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At the time of writing, the price of silver has jumped more than 7%, pushing it to around US$111 per ounce, near record levels.

Earlier in the week, the white metal briefly touched a new high of US$117.69 per ounce.

Silver is now up more than 55% over the past month, making it one of the strongest-performing commodities anywhere right now.

Let's unpack what is driving this remarkable rally.

Trade tensions, tariffs, and political instability are adding to the uncertainty

Recent moves by the Trump administration have added another layer of uncertainty to global markets.

On Tuesday, US President Donald Trump announced that tariffs on South Korean imports would be raised from 15% back to 25%. The move affects goods including autos, lumber and pharmaceuticals, and follows delays in ratifying a trade deal agreed between the two countries last year.

These tariff increases are part of a broader rise in global trade tensions. They come alongside fresh tariff threats involving other countries and regions, including parts of Europe.

That uncertainty is pushing investors toward traditional safe-haven assets. Gold has already surged to record highs, and silver is now following closely behind as investors look for protection from political and economic instability.

Silver still has room to run relative to gold

One technical measure many analysts watch closely is the gold to silver ratio. It compares how many ounces of silver are needed to buy one ounce of gold.

Although that ratio has fallen recently as silver has caught up to gold, it remains elevated compared to levels seen during previous precious metals bull markets. Some investors see that as a sign that silver still has room to run if the rally continues.

Silver has also now made new highs in US dollar terms. Many long-term bulls believe that, despite the sharp move already seen, the metal may still be in the early stages of a larger re-rating.

How can investors get exposure to silver?

There are 3 common ways investors can gain exposure to silver.

Buy physical silver

This means buying silver bars, coins or other forms of metal. It gives direct ownership and can act as a hedge against inflation and currency weakness. People should consider secure storage and insurance.

Invest in ASX silver mining companies

Shares in companies that produce or explore for silver can offer leveraged exposure to rising prices. That means the share prices could move more than the price of silver itself, but they also carry company and operational risks.

Buy the Global X Physical Silver Structured ETF (ASX: ETPMAG)

This ASX-listed ETF provides exposure to physical silver without the need to buy and store metal. It is an easy way for everyday investors to add silver to a portfolio in a liquid and cost-effective way.

Foolish Takeaway

Silver's surge above US$111 per ounce reflects a powerful mix of safe-haven demand, tight physical supply, rising industrial use, and growing geopolitical uncertainty.

Recent tariff moves by the Trump administration have added extra fuel to the rally, reinforcing silver's role as both a precious and industrial metal.

While volatility is likely after such a sharp run, the underlying forces supporting silver remain strong.

The post Silver is on fire. Why prices just jumped 7% today appeared first on The Motley Fool Australia.

Access to global markets is one of the reasons Australians sank a net $53 billion into ETFs last year, up 75% on 2024.

There is now $331 billion invested across 423 ETFs on the market, according to Betashares data.

The Australian Securities Exchange has just released the full-year performance data for ASX ETFs in 2025.

Here, we look at the six ETFs holding international shares that delivered the best total returns last year.

Top 6 ASX ETFs holding international shares

The green energy transition and strongly rising commodity prices were the key themes across the top six ETFs for 2025.

1. Betashares Global Gold Miners ETF — Currency Hedged (ASX: MNRS)

MNRS ETF was the best-performing ETF holding international shares last year.

The Global Gold Miners ETF delivered an astounding total return of 155.87%. The historical distribution yield is 0.2%.

MNRS was pushed higher by the surging gold price, which propelled gold mining stocks worldwide.

The gold price rose 65% in 2025, its greatest annual rise in more than four decades, after a 27% gain in 2024.

This ETF's currency hedging proved very valuable in 2025 as the USD weakened against the AUD. We explain the impact here.

MNRS ETF is $18.04 per unit on Thursday, down 4.25%.

2. VanEck Gold Miners ETF (ASX: GDX)

The VanEck Gold Miners ETF delivered a similarly stunning return of 143.76%. The historical distribution yield is 0.48%.

GDX ETF is $150.60 per unit, down 5.9% at the time of writing.

3. Global X Physical Silver Structured (ASX: ETPMAG)

The ETPMAG ETF delivered a remarkable return of 132.84% with no dividends paid.

The silver price skyrocketed in 2025 by a staggering 147% due to tighter supply and demand.

Silver is a key input in solar panels, electric vehicles, and AI infrastructure like data centres due to its superior conductivity to copper.

Technology manufacturers also use silver to build circuits, connectors, and to solder metals in smartphones and laptops.

The commodity was added to the US Critical Minerals list in November.

ETPMAG ETF is $123.67 per unit, down 4% at the time of writing.

4. Global X Physical Platinum Structured (ASX: ETPMPT)

The ETPMPT ETF more than doubled in value with a total return of 109.49%. No dividends were paid.

Platinum is one of six metals in the Platinum Group Elements (PMEs).

PMEs are on the critical minerals lists of many countries, including the US, Australia, Europe, the UK, India, and Japan.

Platinum is used in catalytic converters in low-emissions cars, aerospace alloys, chemical refining, and petroleum processing .

ETPMPT ETF is $323 per unit, down 3.6% today.

5. Betashares Energy Transition Metals ETF (ASX: XMET)

The XMET ETF delivered a fantastic one-year return of 100.47%. The historical distribution yield is 0.19%.

XMET ETF is $17.49 per unit, down 2.4%.

6. Global X Green Metal Miners ETF (ASX: GMTL)

The GMTL ETF produced an impressive total return of 81.01%. The historical distribution yield is 0.19%.

GMTL ETF is $15.23 per unit, up 0.2%.

Further reading

Check out the six best-performing ETFs holding ASX shares for 2025.

The post Astronomical returns: Best 6 ASX ETFs holding international shares for 2025 appeared first on The Motley Fool Australia.

Silver's ascent over just the past 12 months alone has been truly extraordinary. This time last year, the white metal was going for just under US$31 an ounce. Today, that same ounce will cost an investor a record high of US$97.60. Yep, silver has more than tripled in the past year.

Silver's status as a precious, investment-grade metal has coupled with growing demand in future-facing technologies such as data centres, semiconductors, solar panels, batteries and electric vehicles to push it up to these unprecedented heights. So it's fair to say that many investors would be looking to get a slice of the action.

If that's you, you might want to hear about two ways you can buy silver in 2026.

Three ways to buy silver in 2026

Silver bullion

The traditional way to own silver is still the preferred path for many investors. That would be buying physical silver bullion in the form of bars, ingots or coins. Just like gold, investors can buy silver in its physical form from bullion shops and the like. For true precious metal enthusiasts, having the metal in one's possession is the only way to fully realise the benefits of investing in silver. There's nothing quite like owning your own cache.

However, buying real silver is the costliest way of investing in the precious metal. Firstly, you'll be paying a spread over the metal's market price, plus extra if you are paying for numismatic value. Then there are transportation, storage and insurance costs to consider. Silver is harder to look after than gold, too, given that it is a reactive metal that can tarnish if not stored correctly.

This is why many investors prefer other ways of investing in silver.

There's an ETF for that

Like gold, investors who don't wish to take ownership of silver bullion can opt for an exchange-traded fund (ETF) instead. Silver ETFs work in a similar manner to gold funds. Investors buy units of an ETF on the ASX, with each unit representing an ownership stake in a pile of physical silver that is typically stored in a bank vault somewhere. As each unit of the ETF is tied to silver, its price should rise and fall alongside that of the actual metal.

Silver ETFs don't come cheap, at least compared to most stock-based ETFs or index funds. Saying that, this is usually the cheapest way you can get exposure to the precious metal. However, you will never take physical custody of the silver you are investing in, so that might be a dealbreaker for some investors.

But if you do opt for a silver ETF, your best bet on the ASX is probably going to be the Global X Physical Silver Structured ETF (ASX: ETPMAG). This fund charges a management fee of 0.49% per annum. Another option is the largest silver ETF in the world, the iShares Silver Trust (NYSE: SLV), if you're open to buying a US-based ETF.

The post Want to buy silver in 2026? Here are 2 ways to do it appeared first on The Motley Fool Australia.

This means that miners with exposure to silver are printing money every time they pull an ounce of the precious metal out of the ground.

But how can investors position their portfolio to benefit from this? Let's find out what Morgans is saying about one ASX silver stock.

Broker tips ASX silver stock as a buy

Morgans has been running the rule over BMC Minerals Ltd (ASX: BMC) shares following its IPO last month.

BMC is the 100% owner of the Kudz Ze Kayah (KZK) Project. It is an advanced polymetallic development project located in Canada's Yukon territory. It comprises 372km2 of under-explored, resource rich tenure and is host to two deposits. It will produce three concentrates: silver/gold, copper, and zinc.

Morgans, which helped with the ASX silver stock's IPO, believes its shares are still significantly undervalued despite rising over 40% since listing.

According to a note, the broker has initiated coverage on BMC Minerals' shares with a speculative buy rating and $4.90 price target.

Based on its current share price of $2.82, this implies potential upside of 74% for investors over the next 12 months.

Morgans believes the company is positioned to generate significant EBITDA from its KZK project once it reaches steady state production. It commented:

We initiate coverage of BMC Minerals with a SPECULATIVE BUY rating and a target price of A$4.90ps. The Kudz Ze Kayah (KZK) project is a high grade undeveloped polymetallic deposit, with high silver equivalent reserve grades of 597g/t AgEq and an indicative ~32Moz Ag per annum production profile. Indicative economics of KZK are solid.

We model steady state average annual financials of US$780m revenue, US$435m EBITDA at a 52% EBITDA margin, US$287m FCF and FCF yields of 29% based on precious and base metals price assumptions well below current spot prices. With BMC, we see parallels to past prolific polymetallic/base metals assets which generated strong returns for shareholders: Vares for Adriatic, Nova-Bollinger for Sirius and De Grussa for Sandfire.

How else can you gain exposure to the booming silver price?

There are other ways for investors to get access to the silver boom.

One way is through the Global X Physical Silver Structured (ASX: ETPMAG).

Global X notes that this fund offers a low-cost and secure way to access physical silver via the stock exchange. This means investors can avoid the need to personally store their own bullion.

The post Want silver exposure? Morgans says this ASX silver stock is a buy appeared first on The Motley Fool Australia.

While Global X does offer broader index tracking funds, it has made a name for itself by offering targeted, thematic funds. 

In 2025, it released 7 new funds to the market, to take its total tally to 48. 

Looking at the year in total, the best-performing Global X funds give a great insight into the sectors that emerged as winners. 

Here are the best-performing ASX ETFs from Global X this year. 

Silver and Platinum 

The two best-performing ASX ETFs this year were actually those tracking silver and platinum prices.

Rather than tracking a group of companies, these funds give investors a way to gain exposure to these commodities without having to buy the physical version. 

These two funds were the Global X Physical Silver Structured (ASX: ETPMAG) and the Global X Physical Platinum Structured (ASX: ETPMPT). 

They are designed to generate returns that correspond with the silver and platinum prices, excluding fees and expenses.

These two funds rose by approximately 136% and 147% respectively. 

The success of these funds showcases the boom for these commodities in 2025. 

In fact, silver surged past $80 an ounce on Monday, propelled by strong industrial and investment demand. 

Similarly, platinum has surged by about 180% since the start of January to more than US$2,500 an ounce.

Despite the niche focus, the Physical Silver Structured fund from Global X is actually its second-largest ASX ETF by assets under management (AUM).

Next best ASX ETF for 2025

The next best performing ASX ETF from Global X was the Global X Green Metal Miners ETF (ASX: GMTL). 

The fund provides exposure to global companies that produce critical metals for clean energy infrastructure and technologies.

These metals include lithium, copper, nickel, and cobalt.

It gives investors the chance to gain exposure to structural tailwinds. These are backed by government and corporate clean energy transition initiatives.

The fund has risen by almost 80% in 2025. 

At the time of writing, it is made up of 49 holdings. Its largest geographical exposure being to companies based in: 

• China (35.6%)
• Canada (16.7%)
• USA (12.2%)
• Australia (10.9%) 

The post The best performing Global X ASX ETFs this year appeared first on The Motley Fool Australia.

So far this year, bullion has delivered more than 50 new all-time highs, adding another record this week after smashing through US$4,500 an ounce.

Overall, the gold price has now climbed by about 73% since the start of January.

Not surprisingly, it has comfortably outpaced the broader market with the All Ordinaries Index (ASX: XAO) up by 7% during the same period.

In turn, leading ASX 200 gold miners have been major beneficiaries from the price surge.

For example, shares in the world's biggest gold producer Newmont Corporation CDI (ASX: NEM) have soared by more than 160% since early January.

Fellow gold mining heavyweight Evolution Mining Ltd (ASX: EVN) has also delivered similar gains.

However, despite dominating headlines, gold has not been the top-performing metal in 2025.

In fact, two other precious metals have handsomely outpaced the gold price since the start of January.

Below, we take a closer look at these surging metals and how ASX investors could potentially gain exposure through exchange traded funds (ETFs).

Platinum

Platinum is a rare metal best known for its use in jewellery.

However, its unique physical and chemical characteristics also play a key role in industrial sectors, including medical, electronic, automobile, defence, and aerospace.

Notably, 2025 marks the third year in a row where the platinum market has been in a supply deficit.

Against this backdrop, the platinum price has surged by about 180% since the start of January to more than US$2,500 an ounce.

However, investors seeking exposure to this rally have limited options on the ASX.

One practical solution could be the Global X Physical Platinum Structured (ASX: ETPMPT) ETF.

This ASX ETF is designed to generate returns that correspond with the platinum price, excluding fees and expenses.

Its shares have rocketed by 150% in 2025, reaching $339.99 apiece at the time of writing.

Silver

Silver is typically known for its use in jewellery, coins, and as bullion stored in vaults.

But this narrative is rapidly changing.

Silver also boasts superior electrical and thermal conductivity, making the metal an important component in solar panels, electric vehicles, and consumer electronics.

Since the start of the year, the silver price has climbed by about 188%, reaching new all-time highs just this week after breaking through US$80 per ounce.

Like with platinum, one avenue for exposure to the soaring silver price is through an ASX ETF, namely the Global X Physical Silver Structured (ASX: ETPMAG) ETF.

This ASX ETF aims to generate returns that mirror the silver spot price in Australian dollars, minus the fees. 

Shares in this ASX ETF are changing hands at $110.22 apiece at the time of writing, up by 153% just this year.

The post Forget gold! Meet the 2 metals up by +150% in 2025 and the ASX ETFs riding the wave appeared first on The Motley Fool Australia.

For example, the gold price has jumped by 63% since early January to more than US$4,250 per ounce.

Overall, the precious metal has notched up fresh all-time highs on dozens of occasions throughout the year.  

Not surprisingly, the gold price has also comfortably outpaced the broader market.

During the same period, the All Ordinaries Index (ASX: XAO) has risen by 4.87%.

But gold isn't the only metal breaking new ground in 2025.

Both silver and copper hit record prices in recent days, with silver even eclipsing gold's performance.

To elaborate, the silver price has skyrocketed by approximately 120% since the start of the year, currently trading above US$63 per ounce.

The copper price also reached a historic milestone on Thursday, surpassing US$11,800 per tonne for the first time on the London Metal Exchange.

The red metal has now risen by 35% just this year.

These stellar price runs have helped propel two ASX-listed exchange-traded funds (ETFs) to their own all-time highs.

Modern-day metals

Silver has long been regarded as a safe-haven asset, commonly used in jewellery, coins, or as bullion stored in vaults.

However, the metal's role is rapidly expanding.

Demand from solar panel manufacturers has more than doubled since 2016, and its use in electronics has also grown significantly.

These evolving applications are reshaping the metal's supply and demand dynamics and helping to drive the silver price higher.

Meanwhile, copper has long been seen as a barometer of economic health.

It has even been nicknamed 'Dr Copper' in some financial circles, due to the metal's perceived ability to predict the health and turning points of the global economy. 

Traditionally, copper boasts mass industrial applications.

But the metal is also becoming increasingly important to the world's energy transition, with heavy use in electric vehicles and charging infrastructure.

It is also a key ingredient in AI data centres thanks to its conductivity and efficiency in power distribution and cooling.

These applications point towards strong long-term demand and help support an upward trajectory for the copper price.

Record-breaking ASX ETFs

Investors looking to capture the momentum in these booming metals have an array of options.

Amongst others, specialised ASX ETFs provide one practical avenue.

Firstly, the Global X Physical Silver Structured ETF (ASX: ETPMAG) has been available for Aussie investors since 2009.

This ASX ETF is designed to generate returns that mirror the silver price in Australian dollars, minus management fees. 

It hit an all-time high this week, ending Thursday at $86.20 per share.

Overall, shares in this ASX ETF have now risen by about 96% since the start of the year.

Meanwhile, the Global X Copper Miners AUD ETF (ASX: WIRE) also reached a new peak in intraday trading on Thursday.

This ASX ETF has been providing access to a basket of the world's leading copper miners since its founding in late 2022.

The fund's holdings include positions in some leading ASX 200 mining stocks, including BHP Group Ltd (ASX: BHP) and Sandfire Resources Ltd (ASX: SFR).

Shares in this ASX ETF have now surged by 62% since the beginning of January, closing yesterday at $20.30 each.

The post These 2 ASX ETFs are booming as the silver and copper price smash new records appeared first on The Motley Fool Australia.