One week, investors are chasing momentum. The next, they are heading for the exits. But while prices can move quickly, the underlying quality of a business rarely changes overnight.

That is why it can be a smart move for investors to use periods of weakness to revisit companies they already rate highly.

Right now, a few ASX shares are starting to look very interesting.

Goodman Group (ASX: GMG)

The first ASX share that could be worth a closer look is Goodman Group.

It is easy to think of Goodman as just another property company. But that misses the bigger picture.

Goodman sits at the centre of some very powerful long-term trends. Its assets are critical to ecommerce logistics and, increasingly, data infrastructure and artificial intelligence.

As demand for data centres and high-quality industrial space continues to grow, Goodman is positioning itself to benefit. And importantly, it is not just collecting rent. It is actively developing new assets and recycling capital into higher-return opportunities.

Following its share price weakness, investors have a chance to gain exposure to these structural trends through a proven operator.

Netwealth Group Ltd (ASX: NWL)

Another ASX share that deserves attention is Netwealth.

Netwealth operates a platform that helps financial advisers manage client investments. It might not sound exciting, but the business model is incredibly powerful.

As funds under administration grow, revenue tends to follow. And because the platform is scalable, a lot of that growth flows through to earnings.

The company has been winning market share steadily, supported by strong service and technology.

While its share price has been under pressure this year, the long-term growth story remains intact. That could make it worth considering this month.

Temple & Webster Group Ltd (ASX: TPW)

A third ASX share that could be worth a look is Temple & Webster.

This is a business that has had its ups and downs, particularly as consumer spending has fluctuated. But beneath that volatility is a company that continues to build a leading online furniture platform.

The shift to online retail is still playing out, and Temple & Webster is well positioned to benefit over time.

Another positive is how management has focused on improving profitability while continuing to grow its customer base. This paints a picture of a well-run business with the potential to create value for shareholders.

And when sentiment finally turns in the tech sector, this could be one of those names that rebounds strongly.

The post These ASX shares look too good to ignore after the recent pullback appeared first on The Motley Fool Australia.

Goodman Group (ASX: GMG)

Goodman shares are trading 2.7% higher at $28.32 at the time of writing on Tuesday afternoon. After tumbling over 19% between mid-February and late-March, the shares have recovered 10.8% of their value over the past two weeks. The shares are still 8.2% lower for the year to date, but they're 0.7% above this time last year.

Goodman shares faced headwinds amid concerns about Australia's interest rate direction, high borrowing costs, and overall investor uncertainty. 

There is also broad weakness across the property sector, and the slump in investor confidence has flowed through to the company's latest earnings results. 

But it doesn't look like the downturn is here to stay.

Brokers rate the ASX 200 shares as a strong buy and tip an average target price of $35.34 over the next 12 months. At the time of writing, that implies a potential 35.51% upside. 

AMP Ltd (ASX: AMP)

AMP shares are up 0.36% at the time of writing on Tuesday, to $1.40 a piece. The latest uptick means the shares are now 14.4% higher over the past month and 27% higher than just one year ago. 

AMP shares crashed over 26% off the back of a disappointing financial results announcement in February. Meanwhile, ongoing geopolitical tensions and concerns that surging oil prices will push Australia's inflation data higher have weighed heavily on financial stocks like AMP over the past month.

But since bottoming close to a 52-week low in mid-March, they've finally started rebounding. AMP recently confirmed it will undertake an on-market buyback of up to $150 million of ordinary shares, and Blair Vernon has officially stepped into the CEO role. Sentiment could well follow suit.

Brokers have a strong buy rating on the ASX 200 shares and tip a potential 36.19% upside to $1.75 per share, at the time of writing.

Bellevue Gold Ltd (ASX: BGL)

Bellevue Gold shares are also down slightly today, by 0.75% to $1.72 per share. Many ASX gold stocks crashed in mid-March thanks to a sizable retreat in gold prices, and Bellevue wasn't immune. 

After dropping to a four-month low in late March, the shares have climbed 37.7% higher at the time of writing. But the gold miner's shares are also up an enormous 91.3% from just one year ago.

Brokers seem to think they can keep climbing higher, too. They have a strong buy rating on the ASX 200 shares and tip a 35.3% upside to $2.07 per share over the next 12 months.

The post 3 ASX 200 shares tipped to climb another 35% appeared first on The Motley Fool Australia.

Others are different. They are the kind of businesses I would feel comfortable owning without needing to follow every update, because the underlying direction is clear and the long-term drivers are still in place.

Here are three ASX shares I think fit that description.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is not the type of company that tends to dominate headlines. But I think that is part of what makes it appealing over a long period.

It provides enterprise software to government agencies, universities, and large organisations. These are not customers that switch systems lightly. Once the software is embedded, it often becomes part of day-to-day operations.

What I like most is the nature of those relationships. They tend to be long-term, recurring, and built around essential functions like finance, payroll, and administration. That creates a level of revenue visibility that can support steady growth over time.

The shift to a software-as-a-service model has also strengthened that position.

Instead of one-off licence sales, the business now generates more predictable income, which can compound as new customers are added and existing ones expand their usage.

For me, it is a business that does not need to reinvent itself every few years to keep growing.

Goodman Group (ASX: GMG)

Goodman Group is often described as a property company, but I think that label misses part of the story.

What it is really doing is developing and managing the infrastructure that supports the modern economy.

That includes logistics facilities, but increasingly it also includes data centres and digital infrastructure. These are assets that sit behind trends like ecommerce, cloud computing, and artificial intelligence.

What I find interesting is how the business evolves alongside those trends. It is not just collecting rent. It is identifying where demand is going and positioning itself early, whether that is through land acquisition, development, or partnerships.

That adaptability is important for a long-term holding. It means the ASX share is not tied to a single theme. Instead, it can shift its focus as the world changes, while still operating within its core area of expertise.

Macquarie Group Ltd (ASX: MQG)

Macquarie is probably the most complex of the three, but I think it is also one of the most flexible.

It operates across asset management, infrastructure, energy, and financial services, with a global footprint.

At first glance, that can seem difficult to follow. But over time, I think that breadth becomes an advantage. Different parts of the business perform at different times. When one area slows, another may be benefiting from changing market conditions. That diversification can help smooth performance across cycles.

What stands out to me is the company's ability to adapt. Macquarie has a long history of moving into new areas of opportunity, whether that is infrastructure, renewable energy, or commodities. It tends to position itself where capital and demand are growing.

For a long-term investor, that kind of evolution can be valuable.

Foolish takeaway

Buying shares for 10 years is about choosing businesses that can remain relevant without constant oversight.

I think these ASX shares tick that box. TechnologyOne benefits from long-term customer relationships and recurring revenue, Goodman Group is building infrastructure tied to how the economy is evolving, and Macquarie brings diversification and the ability to adapt across different environments.

The post The ASX shares I'd buy and forget about for 10 years appeared first on The Motley Fool Australia.

The key is knowing what you want to buy before prices fall.

Here are three ASX 200 shares I would be ready to buy immediately if the market dips again.

Goodman Group (ASX: GMG)

The ASX 200 share I would be watching closely is Goodman Group.

At first glance, Goodman might look like a traditional property company. But its real strength lies in logistics and data infrastructure.

The group develops and manages high-quality industrial properties, many of which are critical to ecommerce supply chains and increasingly, data centre ecosystems.

As demand for digital infrastructure grows, Goodman is positioning itself to benefit from trends like cloud computing and artificial intelligence.

A market pullback could provide a chance to gain exposure to these structural themes through a proven operator.

ResMed Inc (ASX: RMD)

Another ASX 200 share I would target is ResMed.

ResMed sits at the intersection of healthcare and technology, focusing on sleep apnoea devices and connected care solutions. What makes it particularly interesting is how its business model is evolving beyond hardware.

Each device sold opens the door to long-term recurring revenue through masks, software, and patient monitoring platforms.

Concerns around weight loss drugs briefly pressured sentiment, but the reality is that sleep apnoea remains underdiagnosed globally and management sees the drugs as supporting demand rather than limiting it.

If the share price were to dip again, it could be an opportunity to pick up a high-quality global healthcare leader at a more attractive valuation.

Xero Ltd (ASX: XRO)

A third ASX share I would buy on weakness is Xero.

Xero has already built a massive global platform for small business accounting, but the next phase of its growth could be even more interesting.

Rather than just adding new users, the company is focused on deepening its ecosystem. Payments, payroll, lending integrations, and analytics all create additional value for customers and increase revenue per user.

This shift means Xero's growth is becoming more efficient and potentially more predictable. And while there are concerns that AI will disrupt its business, management doesn't believe this will be the case. In fact, it expects AI to support the business and has recently announced a deal with AI giant Anthropic.

If volatility returns and the share price pulls back, it could present a compelling entry point into a business with strong long-term potential.

The post 3 ASX 200 shares I would buy immediately if the market dips again appeared first on The Motley Fool Australia.

But it does not have to be complicated. In fact, a well-constructed portfolio of just 10 ASX shares can provide diversification, income, and long-term growth potential.

The key is balance. You want exposure to different sectors, business models, and growth drivers so you are not relying on just one theme to succeed.

Here is one way investors could build a winning 10-ASX share portfolio in 2026.

Start with high-quality core holdings

The first ASX share that could anchor a portfolio is CSL Ltd (ASX: CSL).

CSL is a global healthcare leader with defensive earnings and long-term growth drivers. Demand for its therapies is supported by ageing populations and rising healthcare needs, making it a strong foundation.

Another ASX share that could play a similar role is Wesfarmers Ltd (ASX: WES).

Wesfarmers offers diversification through retail, chemicals, and industrial operations. Its ability to allocate capital effectively has been a key driver of long-term returns.

A third ASX share to consider is Commonwealth Bank of Australia (ASX: CBA).

While not the cheapest bank, CBA provides reliable earnings and fully franked dividends, making it a cornerstone for many Australian portfolios.

Add growth engines to drive returns

A fourth ASX share that could boost long-term returns is Xero Ltd (ASX: XRO).

Xero continues to expand globally, with its cloud accounting platform gaining traction in multiple markets. It represents a scalable growth opportunity.

Another ASX share that could fit here is WiseTech Global Ltd (ASX: WTC).

WiseTech's CargoWise platform is deeply embedded in global logistics, giving it strong competitive advantages and a long runway for growth.

A sixth ASX share to consider is Pro Medicus Ltd (ASX: PME).

Pro Medicus is a high-margin healthcare technology company that continues to win major contracts globally. Its growth profile remains very strong.

Include income and stability

A seventh ASX share that could add income is Telstra Group Ltd (ASX: TLS).

Telstra offers attractive dividend yields and is now focused on growth through its Connected Future 30 strategy, combining income with improving fundamentals.

Another ASX share in this category is Transurban Group (ASX: TCL).

Transurban provides steady, inflation-linked cash flows from its toll road assets, making it a reliable income generator.

Add structural and thematic exposure

A ninth ASX share that could round out the portfolio is Goodman Group (ASX: GMG).

Goodman provides exposure to logistics and data infrastructure, both of which are benefiting from e-commerce and digitalisation trends.

Finally, a tenth ASX share to consider is Life360 Inc (ASX: 360).

Life360 offers exposure to a growing global user platform that is increasingly monetising its base. It adds a higher-risk, higher-reward element to the portfolio.

The bottom line

A 10-share portfolio like this gives investors exposure to defensive healthcare, financials, technology, infrastructure, and emerging growth opportunities.

By combining quality, growth, and income, investors can build a portfolio that is well positioned to navigate different market conditions and deliver strong long-term returns.

The post How to build a winning 10 ASX share portfolio from scratch in 2026 appeared first on The Motley Fool Australia.

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 right now:

Genesis Minerals Ltd (ASX: GMD)

According to a note out of Bell Potter, its analysts have retained their buy rating and $9.90 price target on this gold miner's shares. The broker has been looking ahead to the release of its third-quarter update this month. While it is expecting a small decline in production compared to the last quarter, it is forecasting production ahead of consensus estimates. Outside this, the broker remains very positive on gold and believes Genesis Minerals would be a good way to gain exposure to it. This is especially the case given the discount its shares trade on compared to peers. The Genesis Minerals share price is trading at $6.54 this afternoon.

Goodman Group (ASX: GMG)

A note out of UBS reveals that its analysts have retained their buy rating and $33.92 price target on this industrial property company's shares. This follows news that Goodman has formed a joint venture with DataBank for its Los Angeles data centre. This will enable the launch of a new 32MW facility in the city, which is one of the most supply-constrained data centre markets in the United States. UBS is positive on the deal and believes it could generate strong profits. Overall, the broker highlights that this deal demonstrates Goodman's ability to secure partners and execute on its data centre strategy. The Goodman share price is fetching $27.89 at the time of writing.

Sigma Healthcare Ltd (ASX: SIG)

Analysts at Morgans have upgraded this pharmacy chain operator and wholesale distributor's shares to a buy rating with a $3.36 price target. According to the note, the broker believes Sigma is well-placed to deliver strong earnings growth over the medium term. This is expected to be underpinned by same store sales growth, store rollouts, and synergies from the Chemist Warehouse merger. And given recent share price weakness, it sees now as an opportune to invest. The Sigma Healthcare share price is trading at $2.72 today.

The post Brokers name 3 ASX shares to buy right now appeared first on The Motley Fool Australia.

The key is not trying to time the market or chase quick wins. Instead, it is about consistency, discipline, and backing quality investments that can compound over many years.

Here is a simple approach that could help.

Consistency

The biggest advantage of investing monthly is that you build momentum.

By investing regularly, you naturally buy more ASX shares when prices are lower and fewer when prices are higher. This is often referred to as dollar-cost averaging and can help smooth out market volatility.

The important part is sticking to your plan regardless of short-term market movements.

Build around quality ASX shares

Each month, look to allocate your capital into high-quality ASX shares with strong long-term prospects.

These are typically businesses with competitive advantages, strong management teams, and clear growth opportunities.

For example, REA Group Ltd (ASX: REA) dominates online real estate listings in Australia, while CSL Ltd (ASX: CSL) operates in a global healthcare market with significant long-term demand.

Owning these types of companies can provide a solid base for your portfolio.

Mix in growth

Alongside established names, consider allocating part of your monthly investment to growth-focused companies.

These businesses often reinvest heavily to expand their operations and can deliver strong returns if they execute well.

Companies such as Goodman Group (ASX: GMG) and TechnologyOne Ltd (ASX: TNE) are examples of businesses benefiting from increasing demand for digital infrastructure and enterprise software.

Including growth exposure can help accelerate your portfolio's long-term returns.

Use ETFs

If you do not want to pick individual stocks every month, ETFs can make the process easier.

Funds like the Vanguard MSCI Index International Shares ETF (ASX: VGS) provide access to global markets, while the Betashares Nasdaq 100 ETF (ASX: NDQ) focuses on leading technology companies.

Rotating between shares and ETFs can help you build a diversified portfolio over time.

Think long term

The real power of this strategy comes from compounding.

Investing $1,000 each month adds up to $12,000 per year. Over a decade, that is $120,000 invested, before considering any returns.

If your portfolio can achieve an average return of around 10% per annum (not guaranteed), your total portfolio value could grow to $200,000 after 10 years.

By staying consistent, focusing on quality, and thinking long term, this simple approach can become a powerful way to build wealth through ASX shares.

The post How to invest $1,000 per month in ASX shares and build long-term wealth appeared first on The Motley Fool Australia.

In fact, consistently investing a modest amount like $300 per month into high-quality Australian shares can grow into something significant over time.

The key is patience, discipline, and allowing compounding to work its magic.

Here is how the numbers can stack up.

Building long-term wealth with ASX shares

If you invest $300 each month and achieve an average return of 10% per annum (not guaranteed but possible), your portfolio could grow materially over time.

After 10 years, you would have invested $36,000 and your portfolio could be worth approximately $60,000.

After 20 years, your total contributions of $72,000 could grow to around $220,000.

But the real magic happens over longer periods. After 30 years of consistent investing, that same $300 per month could grow into a portfolio worth roughly $625,000.

Push that out to around 35 years, and your portfolio could approach $1 million.

Turning investments into passive income

Once you have built a large enough portfolio, it can begin to generate meaningful passive income.

Using a 5% dividend yield as a simple guide, a $1 million portfolio could produce a second income of around $50,000 per year.

That is the long-term goal. And while it may take time, the pathway to getting there is surprisingly straightforward.

Let's find out how to do it.

Backing quality Australian shares

Achieving a 10% annual return from Australian shares is not guaranteed, but it is a reasonable long-term target when investing in high-quality businesses.

These are companies with strong market positions, reliable earnings, and the ability to grow over time.

Examples include ResMed Inc (ASX: RMD), which benefits from growing global demand for sleep health solutions, and Goodman Group (ASX: GMG), which is leveraged to long-term demand for logistics and data infrastructure.

More defensive names like Woolworths Group Ltd (ASX: WOW) and Wesfarmers Ltd (ASX: WES) can provide stability, while Telstra Group Ltd (ASX: TLS) offers income and exposure to essential infrastructure.

A portfolio built around these types of businesses has the potential to deliver steady returns over time.

Staying consistent is the key

The most important part of this strategy is consistency.

Markets will go through periods of volatility, and returns will not be smooth year to year. But by continuing to invest each month, you take advantage of market dips and avoid trying to time your entries.

Over time, this approach can help smooth out your returns and keep your portfolio growing.

The long-term payoff

Turning $300 a month into a $50,000 annual income is not something that happens overnight.

But with a long-term mindset, a focus on quality, and a commitment to regular investing, it becomes an achievable goal.

The earlier you start, the easier it becomes.

The post How to invest $300 a month in Australian shares to target a $50,000 annual second income appeared first on The Motley Fool Australia.

In fact, some of the best-performing ASX 200 shares over time have been the ones that steadily grow earnings, expand margins, and reinvest for the future without attracting too much attention along the way.

For investors focused on long-term compounding, here are three ASX shares that could be worth considering.

Goodman Group (ASX: GMG)

The first ASX share that could deliver steady compounding is Goodman Group.

Goodman focuses on logistics and industrial property, which has benefited from the growth of ecommerce and supply chain optimisation.

More recently, it has been increasing its exposure to data centre developments, positioning itself to benefit from rising demand for digital infrastructure and artificial intelligence.

Its integrated model, which combines development, management, and investment, allows it to generate earnings from multiple sources.

With long-term structural demand for logistics and data infrastructure, Goodman appears well placed to continue growing its earnings in a relatively steady and predictable way.

For investors looking beyond short-term market noise, these types of businesses can often deliver strong returns simply by continuing to execute over time.

REA Group Ltd (ASX: REA)

Another ASX 200 share that could quietly compound over time is REA Group.

REA operates Australia's leading online real estate platform, which has become the go-to destination for property listings. This dominant position gives it significant pricing power and strong network effects.

As more buyers and sellers use the platform, its value increases, allowing REA Group to continue lifting prices and expanding its revenue.

It is also leveraging its audience to grow adjacent services such as data, insights, and financial products. This creates additional revenue streams without needing to significantly expand its cost base.

With a capital-light model and strong margins, REA Group is well positioned to continue compounding earnings over time.

TechnologyOne Ltd (ASX: TNE)

A final ASX 200 share that could be a long-term compounder is TechnologyOne.

The enterprise software provider has been steadily transitioning its customers to a cloud-based platform, which is driving recurring revenue and improving margins.

What stands out is the predictability of its earnings. Once customers are embedded in its ecosystem, switching costs are high, which supports long-term retention.

TechnologyOne is also expanding internationally, particularly in the UK, where it is replicating its Australian success.

This combination of recurring revenue, operating leverage, and global expansion could support consistent growth over many years. In fact, management believes it can double in size every five years.

The post 3 ASX 200 shares that could quietly compound for years appeared first on The Motley Fool Australia.

But when I break it down, it becomes far more manageable.

It is not about finding the perfect ASX share or timing the market. It is about consistency, patience, and leveraging the power of compounding.

The maths behind it

Let's start with a simple assumption.

If you can achieve an average return of 9% per year, which I think is a reasonable long-term expectation for a diversified portfolio of ASX shares, although not guaranteed, the path to $1 million becomes clearer.

At that return, investing $5,000 per year would grow to roughly $1 million in just over 33 years.

Clearly this is not a one-off effort. It is a habit. A system that builds momentum over decades.

And once that momentum builds, the numbers can start to accelerate in ways that are hard to appreciate early on.

The early years feel slow

In the beginning, progress can feel underwhelming. After five years, you have contributed $25,000. The portfolio might be worth a bit more than that, but not dramatically so.

This is where a lot of people lose interest. But I think this is the most important phase.

Because what you are really building early on is not wealth. It is discipline.

You are learning to invest regularly, ignore short-term noise, and stay focused on the long term.

Then compounding starts to show up

As the portfolio grows, something changes. The returns begin to matter more than the contributions.

At some point, your portfolio might grow by more in a year than you are adding yourself.

That is when compounding really starts to work in your favour.

And from there, the process becomes less about how much you can contribute and more about how long you can stay invested.

Which ASX shares I would invest in

If I were building a portfolio like this, I would keep things simple.

I would focus on high-quality ASX shares that have the potential to grow earnings over time and deliver a mix of capital growth and income.

This might mean companies like Goodman Group (ASX: GMG), ResMed Inc. (ASX: RMD), and Cochlear Ltd (ASX: COH) for exposure to global growth themes.

At the same time, businesses such as TechnologyOne Ltd (ASX: TNE) and WiseTech Global Ltd (ASX: WTC) provide exposure to high-margin software models with recurring revenue.

And I would likely balance that with more established names like Commonwealth Bank of Australia (ASX: CBA) and Telstra Group Ltd (ASX: TLS), which can provide stability and income along the way.

The exact mix is less important than the principle. Own quality businesses and give them time.

Foolish takeaway

Building a million-dollar ASX share portfolio from zero is not about luck or timing. It is about consistency and time.

A steady investment of $5,000 per year, combined with a long-term return of around 9%, could get you there over a few decades.

It may not feel exciting in the early years. But over time, compounding can turn small, consistent steps into something significant.

The post How to build a million-dollar ASX share portfolio from zero appeared first on The Motley Fool Australia.

Right now, it might be inflation, interest rates, geopolitical tensions, or the impact of artificial intelligence (AI) on different industries.

All of those are valid concerns.

But when I look at how investors are reacting, I think the biggest mistake in 2026 is not any single decision.

It is stepping back from investing altogether.

Letting uncertainty stop you

Periods like this tend to create hesitation. Share prices move around more, headlines become more negative, and it can feel like the safer option is to wait for things to settle down.

The problem is that markets rarely give you that moment of clarity. There is almost always another reason to wait.

And while you are waiting, time passes. For long-term investors, time is one of the most important assets you have.

Volatility is part of the process

I think it is easy to forget that volatility is normal. Markets do not move in straight lines. Some years are strong, others are flat or negative.

We have seen that recently, with parts of the market pulling back even as others have held up better.

That does not mean the long-term opportunity has disappeared. If anything, it often means valuations in certain areas are becoming more reasonable.

ASX shares like CSL Ltd (ASX: CSL) and WiseTech Global Ltd (ASX: WTC) have seen significant share price declines at different points, even while continuing to invest in their businesses and position for future growth.

That is not unusual.

Trying to time the perfect entry

Another mistake I see is trying to get the timing exactly right.

Waiting for the bottom. Waiting for the next piece of good news. Waiting for markets to feel more comfortable again.

In reality, those moments are only obvious in hindsight.

I think a more practical approach is to invest progressively over time. That way, you are not relying on a single decision. You are building exposure gradually.

Forgetting what you own

When markets are volatile, it is easy to focus on share prices rather than the businesses behind them.

But in my view, that is the wrong focus.

If you own high-quality companies with strong balance sheets, competitive advantages, and long-term growth potential, short-term price movements matter less.

Businesses like Goodman Group (ASX: GMG), ResMed Inc. (ASX: RMD), or TechnologyOne Ltd (ASX: TNE) are not defined by a single year's performance.

They are built to grow over many years.

A different way to think about ASX investing

Instead of asking whether now is the perfect time to invest in the ASX, I think a better question is:

Am I investing in businesses I would be comfortable holding for the long term?

That shift in mindset changes everything.

It moves the focus away from short-term uncertainty and toward long-term opportunity.

Foolish takeaway

The biggest mistake I see ASX investors making in 2026 is letting uncertainty stop them from investing.

Markets will always have risks. But over time, it is participation, consistency, and patience that tend to drive results.

For me, the priority is not waiting for the perfect moment. It is making sure I stay in the market, invested in quality businesses, and focused on the long term.

The post The biggest mistake I see ASX investors making in 2026 appeared first on The Motley Fool Australia.

At the depths of the COVID, Goodman shares briefly traded at $12.10. Fast forward to today, and the stock is changing hands at roughly $26.00.

Let's have a look what a $5,000 Goodman investment in March 2020 would be worth now. 

Double the money

Here's the simple math. If you bought Goodman shares at $12.10 and the current price is $26.00, that's a gain of 115% per share. A $5,000 investment would have bought around 413 shares, which would now be worth approximately $10,744.

That means a $5,000 investment in Goodman shares made near the bottom would now be worth about $10,744.

In other words, Goodman has turned a scary market moment into a potential $5,744 profit in just six years.

Lockdowns spread, recession fears

The bigger lesson is why this happened. Back in March 2020, investors were selling almost everything as lockdowns spread and recession fears dominated headlines.

But Goodman's portfolio of premium logistics, industrial, and urban infill assets was built for the long term.

As e-commerce demand exploded, warehouse space became mission-critical. Retailers, transport groups, and major global platforms all needed strategically located logistics hubs closer to customers. Goodman shares were perfectly positioned to benefit.

Riding the AI boom

And then came the next leg of the story: AI and data centres.

Today, Goodman is no longer viewed as just a traditional property group. A huge portion of its development pipeline is now linked to data centres and digital infrastructure, making it a major beneficiary of the AI boom. Recent updates suggest around 73% of its $14.4 billion pipeline is tied to data centres, giving the group a powerful second growth engine. 

The company also benefits from high-quality locations and long-term customer relationships, which have previously supported occupancy and rental growth.

That combination — logistics plus AI infrastructure — helps explain why the Goodman shares have more than doubled from the pandemic lows, even after pulling back from their 2025 highs.

Foolish Takeaway

Of course, the real takeaway for investors is broader than Goodman itself.

The best wealth-building opportunities often appear when fear and volatility are at its highest. In 2020, buying quality ASX stocks – like Goodman shares – felt uncomfortable. Yet for investors willing to focus on long-term business quality instead of short-term panic, the rewards could be enormous.

This $52 billion ASX stock is a textbook case. A $5,000 investment made when the market looked its bleakest would now be worth more than $10,700, and that's before factoring in any distributions along the way.

It's a timely reminder that the next market sell-off could once again create the kind of opportunity that turns a modest investment into something far more meaningful.

The post $5,000 in Goodman shares at COVID lows is now worth… appeared first on The Motley Fool Australia.

What I find most interesting is that the opportunity is not limited to the obvious global tech giants. There are ASX shares quietly building the infrastructure that helps make AI possible.

If I were looking to lean into this trend, these are three ASX shares I would be paying close attention to.

NextDC Ltd (ASX: NXT)

When I think about AI, one of the first things that comes to mind is data.

Not just the algorithms or the models, but the physical infrastructure required to store, process, and move enormous amounts of information.

That is where NextDC fits in.

The company operates high-performance data centres, which are becoming increasingly critical as demand for cloud computing and AI workloads continues to grow.

What stands out to me is the scale of its expansion. The company has been investing heavily in new capacity, and its growing forward order book suggests that customers are already lining up for that infrastructure.

AI workloads are not lightweight. They require power, connectivity, and proximity. Data centres sit right at the centre of that ecosystem.

For me, NextDC is less about short-term profitability and more about positioning. If AI demand continues to rise, I think the importance of high-quality data centre operators only increases.

Megaport Ltd (ASX: MP1)

If NextDC is about where data lives, Megaport is about how it moves.

Megaport provides network-as-a-service, allowing businesses to connect quickly and flexibly to cloud providers, data centres, and other services.

In an AI-driven world, that connectivity becomes even more important.

Training models, running applications, and distributing results all rely on fast, scalable networks. The more complex and data-intensive the workloads become, the more valuable that connectivity layer is.

What I find interesting here is how the company is expanding its capabilities.

Its recent push into adjacent areas like compute and GPU-as-a-service suggests to me that it is trying to capture more of the AI value chain, not just the networking component.

It is still a business that is proving itself in some respects. But if it executes well, I think it has the potential to benefit meaningfully from the growth in AI-driven demand.

Goodman Group (ASX: GMG)

Industrial property company Goodman is not always the first name people think of when it comes to artificial intelligence.

But I think it arguably should be.

The company has been increasingly focused on developing data centres alongside its more traditional logistics assets. And those data centres are becoming a critical piece of AI infrastructure globally.

Something that stands out to me is the scale and positioning of its development pipeline.

With a significant portion of its work in progress now tied to data centres, Goodman is effectively building the physical backbone required for the digital economy.

It also has something that I think is underappreciated. Access to land, power, and capital in key global cities.

These are not easy assets to replicate. And as demand for data centre capacity grows, those constraints could become even more important.

For me, Goodman offers a slightly different way to play the AI theme. It is less about technology itself and more about the infrastructure that supports it.

Foolish takeaway

If you are bullish on artificial intelligence, I do not think you need to limit yourself to the obvious names overseas.

From data storage to connectivity to physical infrastructure, NextDC, Megaport, and Goodman Group each provide exposure to different parts of the AI ecosystem.

When I think about where the long-term demand is heading, these are the kinds of businesses I find myself drawn to.

The post Bullish on artificial intelligence? Here are 3 ASX shares I'd buy appeared first on The Motley Fool Australia.

There is no portfolio yet. No momentum. Just a decision to begin.

But I actually think this is one of the best positions to be in. You have complete flexibility. No legacy holdings, no need to unwind past decisions. Just a clean slate and a long runway ahead.

If I were starting today with the goal of building a $100,000 ASX shares portfolio, this is how I would approach it.

Step one: focus on consistency

The first thing I would accept is that I do not need a large lump sum to get started. Instead, I would focus on investing in ASX shares regularly.

Whether it is $500 a month, $1,000 a quarter, or whatever is realistic for my budget, I think consistency matters far more than trying to wait until I have a big amount to invest.

In my experience, the habit of investing is more important than the initial amount. Once that habit is in place, the portfolio can begin to grow steadily over time.

Step two: start with a strong foundation

If I am building from scratch, I want a solid base early on.

For me, that would likely mean starting with a broad market exchange-traded fund (ETF) like the Vanguard Australian Shares Index ETF (ASX: VAS).

It gives instant diversification across the Australian share market, including large caps, mid caps, and smaller companies. That reduces the risk of being too reliant on any one stock in the early stages.

I would keep adding to this core position as I build the portfolio, particularly in the beginning.

Step three: gradually introduce high-quality ASX shares

Once the portfolio starts to take shape, I would begin adding individual ASX shares.

This is where I would focus on quality over quantity.

I would rather own a small number of strong businesses than spread myself too thin across too many names. Companies like CSL Ltd (ASX: CSL), ResMed Inc. (ASX: RMD), and Goodman Group (ASX: GMG) stand out to me as examples of businesses with long-term growth potential.

I would not rush this step.

Instead, I would build positions gradually over time, adding ASX shares when I have new funds available rather than trying to time the market perfectly.

Step four: think about allocation

As the portfolio grows, I would start thinking more deliberately about allocation.

For example, I might aim for a mix that includes a core ETF holding, a handful of growth-oriented companies, and perhaps some more defensive or income-focused names.

That could include businesses like Commonwealth Bank of Australia (ASX: CBA), which I think can provide a level of stability and income alongside higher-growth holdings.

The exact balance would evolve over time, but the key for me would be avoiding overexposure to any single company or sector.

Step five: stay patient

Reaching $100,000 with ASX shares will not happen overnight. It will likely take years of consistent investing, market ups and downs, and staying committed to the plan.

I think the biggest risk along the way is not market volatility. It is losing discipline.

Changing strategy too often, chasing trends or speculative stocks, or trying to outguess the market can all slow progress.

Personally, I would aim to keep things simple. Invest regularly, focus on quality ASX shares, and give the portfolio time to grow.

Foolish takeaway

Building a $100,000 ASX shares portfolio from zero is less about finding the perfect stock and more about building the right habits.

For me, that means starting with a diversified foundation, adding high-quality businesses over time, and staying consistent through market cycles.

It might feel slow at the beginning. But with patience and discipline, I believe it is achievable in time.

The post How I'd aim to build a $100,000 ASX share portfolio starting at zero appeared first on The Motley Fool Australia.

I think by focusing on ASX 200 shares with lasting advantages, long growth runways, and the ability to compound earnings at an attractive rate, investors have a chance at beating the market.

With that said, here are three shares that I believe have a genuine shot at outperforming over the next 10 years.

Goodman Group (ASX: GMG)

One of the first names that comes to mind for me is Goodman Group.

I do not really see it as a traditional property business. To me, it looks more like a global infrastructure platform that is tied to some of the most important trends in the economy right now.

Its exposure to logistics is already compelling, but what really stands out is its push into data centres.

With demand for cloud computing and artificial intelligence (AI) infrastructure continuing to grow, I believe Goodman is well positioned to benefit. Its access to strategic land, power, and capital gives it a meaningful edge in delivering these projects.

Over a decade, I think those advantages could translate into strong earnings growth.

Pro Medicus Ltd (ASX: PME)

Pro Medicus is a company I find particularly interesting because of how specialised its offering is.

It operates in medical imaging software and has built a reputation for delivering high-performance solutions to major hospitals and healthcare providers.

What I like most is its business model. It tends to win long-term contracts with high-value clients, which can provide recurring revenue and strong margins. On top of that, it has been expanding into other ologies and leveraging AI.

The valuation is still not conventionally cheap despite a heavy share price decline this year. But in my view, businesses with strong competitive positioning and global growth opportunities often command a premium for a reason.

WiseTech Global Ltd (ASX: WTC)

WiseTech is another company that I think fits the profile of a long-term compounder.

Its software platform, CargoWise, is deeply embedded in global logistics operations. That creates a level of stickiness that I believe is difficult for competitors to replicate.

As global trade continues to evolve and digitise, I see ongoing demand for more efficient and integrated logistics solutions.

What I find compelling is that once customers are on the platform, switching can be complex and costly. That can help support pricing power and long-term customer retention.

While there is some uncertainty with changes to its business model, if it executes successfully, it could set WiseTech up for strong and sustainable growth long into the future. 

For this reason, I think it has potential to beat the market over the next 10 years.

Foolish takeaway

Outperforming the market is never guaranteed, and even high-quality companies can go through periods of underperformance.

But when I look at these three ASX 200 shares, I see businesses with strong fundamentals, clear growth drivers, and the potential to compound over time.

If I were building a portfolio with a 10-year horizon, these are the types of companies I would want to own.

The post 3 ASX 200 shares that could beat the market over the next 10 years appeared first on The Motley Fool Australia.

But I don't think that is necessarily true.

Simple investing

I believe one of the most realistic ways to get to $1 million is surprisingly simple. 

It involves investing consistently, staying patient, and letting compounding do the hard work.

Let's say you invest $5,000 into ASX 200 shares each year and earn an average total return of 9% per annum. Based on that, it would take a little over 33 years to reach $1 million.

That is a long time. But this isn't about getting rich quickly. It is about building wealth steadily and deliberately over time.

The power of consistency

What stands out to me in this scenario is not the return assumption. It is the consistency.

Putting $5,000 into the market each year might not feel life-changing in the short term. In the early years, the portfolio will grow slowly, and it can feel like progress is limited.

But over time, your returns begin generating their own returns. Then those returns generate even more returns. Eventually, compounding starts to take over in a meaningful way.

I think this is where many investors underestimate what is possible. The real growth tends to come later, not at the beginning.

Backing quality ASX 200 shares

Of course, the 9% return assumption isn't guaranteed, but it is possible.

You set yourself up to have a chance of achieving it by owning a portfolio of strong, growing businesses over a long period of time. And in my view, the ASX 200 offers plenty of shares that could help deliver that.

For example, a company like Goodman Group (ASX: GMG) gives exposure to global logistics and data centre infrastructure, which I believe are supported by long-term structural trends.

Healthcare names such as ResMed Inc. (ASX: RMD) and Cochlear Ltd (ASX: COH) operate in areas with growing demand and, in my opinion, strong competitive advantages.

Then there are technology and software businesses like TechnologyOne Ltd (ASX: TNE), Pro Medicus Ltd (ASX: PME), and WiseTech Global Ltd (ASX: WTC). These companies have delivered strong growth historically, and I think they highlight how innovation can drive long-term returns.

Even more traditional names like Commonwealth Bank of Australia (ASX: CBA) or Telstra Group Ltd (ASX: TLS) can play an important role, particularly when it comes to income and stability.

I believe a mix of these types of businesses can help create a balanced portfolio that has the potential to compound over time.

Time in the market matters most

One thing I have learned is that waiting for the perfect moment to invest can be a costly mistake.

Markets will always give you reasons to hesitate. There will be volatility, corrections, and headlines that make investing feel uncomfortable.

But if the goal is to invest $5,000 each year for decades, I think consistency matters far more than timing.

Some years you will invest at higher prices. Other years you will invest during pullbacks. Over time, those decisions tend to average out.

What matters most, in my opinion, is staying invested in ASX 200 shares and continuing to add to your portfolio.

Patience will be required

There is no getting around the fact that 33 years is a long time.

It requires patience and discipline. It also requires sticking with the plan even when markets are not cooperating.

But when I look at the alternative, trying to chase quick gains or jumping in and out of the market, I think the long-term approach is far more reliable.

And importantly, it is repeatable.

You do not need to predict the next big winner. You just need to consistently invest in quality ASX 200 shares and give them time to grow.

Foolish takeaway

Turning $5,000 a year into $1 million is not about luck. It is about consistency, quality, and time.

By investing regularly into ASX 200 shares and aiming for a long-term return of around 9% per annum, I believe reaching that milestone is achievable, even if it takes a little over three decades.

It might not be exciting in the early years. But over time, compounding can turn a simple plan into something very powerful.

The post How to become a millionaire with a $5,000 investment in ASX 200 shares each year appeared first on The Motley Fool Australia.

Sharp swings have become the norm, with growth stocks leading the declines. Concerns around artificial intelligence (AI) disrupting business models, rising interest rates, high oil prices, and geopolitical tensions have all weighed heavily on sentiment.

For many investors, this kind of environment feels uncomfortable. But history suggests it can also create some of the best opportunities with ASX shares.

Market selloffs often create opportunities

Periods of uncertainty tend to push share prices lower, sometimes well beyond what fundamentals would justify.

We are seeing this play out right now. A number of high-quality ASX shares have fallen significantly despite continuing to grow their earnings and expand their market positions.

This disconnect between price and underlying performance is often where long-term investors find value.

While it is impossible to pick the exact bottom, buying during periods of weakness has historically delivered strong results over time.

Fear is driving short-term decisions

A big part of the current ASX share selloff is being driven by fear rather than fundamentals.

Artificial intelligence is a good example. While there are legitimate questions about how it will impact certain industries, many businesses are also benefiting from it or adapting quickly.

At the same time, rising interest rates are putting pressure on valuations, particularly for growth companies. But these cycles are not new and markets have navigated similar environments before.

When sentiment is negative, investors often focus too heavily on risks and ignore long-term potential.

Quality businesses are trading at better prices

One of the most important things to watch during a selloff is whether the underlying businesses are still performing.

In many cases, they are.

ASX shares like Goodman Group (ASX: GMG), REA Group Ltd (ASX: REA), and Xero Ltd (ASX: XRO) continue to benefit from strong industry positions and long-term growth drivers. Yet their share prices have come under pressure alongside the broader market.

This creates a more attractive entry point for investors who believe in their long-term outlook.

Timing the market matters less than time in the market

Trying to wait for the perfect moment to invest is rarely successful.

Markets can turn quickly, often before the broader outlook improves. By the time confidence returns, many of the best opportunities are gone.

This is why strategies such as gradual investing or dollar-cost averaging can be effective during volatile periods.

By investing consistently, investors can take advantage of lower prices without needing to predict short-term movements.

So, is this a rare buying opportunity?

While it may not be possible to say this is the exact bottom, the current environment does have many of the characteristics seen during past buying opportunities.

High-quality ASX shares are trading below their highs, sentiment is weak, and uncertainty is elevated.

For investors with a long-term mindset, that combination has often led to strong returns over time.

It may not feel like it in the moment, but periods like this are often when the foundations for future wealth are built.

The post Are we in the middle of a once-in-a-lifetime chance to buy cheap ASX shares? appeared first on The Motley Fool Australia.

Not trading in and out. Not trying to time the market. Just identifying high-quality Australian stocks with competitive advantages and letting them compound over time.

If I were putting fresh money to work today with a 10-year mindset, these are three ASX 200 names I would be very comfortable buying and holding for the long haul.

Goodman Group (ASX: GMG)

I think Goodman Group is one of the best ways to gain exposure to some of the most powerful structural trends in the global economy.

At its core, Goodman is a property and infrastructure business. But I believe it is much more than a traditional REIT. It is increasingly a developer and owner of critical infrastructure for the digital economy.

What really stands out to me is its growing exposure to data centres. These assets are becoming essential as cloud computing, artificial intelligence (AI), and data usage continue to surge globally. Goodman is already committing significant capital to this space, with data centres making up a large portion of its development pipeline and a global "power bank" that gives it a strategic advantage in securing future projects.

I also like that it is operating in supply-constrained, high-quality urban locations. That tends to support pricing power and long-term asset values.

Importantly, its balance sheet is very strong, which I think gives management the flexibility to keep investing through cycles.

For me, this is not just a property play. I see it as a long-term infrastructure compounder tied to the growth of e-commerce, logistics, and digital infrastructure.

Netwealth Group Ltd (ASX: NWL)

Netwealth is an Australian stock that I believe is one of the clearest beneficiaries of the long-term shift toward platform-based investing and adviser-led wealth management.

What I really like is how consistently the financial services technology company has been taking market share. Funds under administration have been growing strongly, supported by steady inflows and increasing adoption by financial advisers.

To me, that speaks to the strength of its platform and the value it provides to clients.

But what makes Netwealth particularly compelling, in my view, is its technology edge.

The company continues to invest heavily in its platform, data capabilities, and increasingly in AI. I think this matters more than ever in financial services, where efficiency, personalisation, and integration are becoming key differentiators.

There is also a powerful network effect at play. As more advisers and clients join the platform, it becomes more valuable, which can help drive further growth.

Breville Group Ltd (ASX: BRG)

Appliance manufacturer Breville is another Australian stock I rate highly.

What I like most is that Breville is not competing on price. It is competing on quality, design, and innovation. That shows up in its ability to generate consistent revenue growth, driven by new product development, premium positioning, and expansion into new markets.

I also think its global growth opportunity is still underappreciated.

The brand is well established in markets like Australia and the US, but it is still gaining traction in newer regions. The company has been expanding into places like China, the Middle East, and other international markets, and early signs have been encouraging.

Another thing I find interesting is how management is leaning into technology and even AI across the business. That tells me this is not a company standing still. It is actively trying to improve operations, marketing, and product development.

Of course, consumer discretionary businesses can be cyclical. But Breville's focus on the coffee market, premium products, and brand strength seems to provide some resilience, even in tougher environments.

Over a decade, I think that combination of brand, innovation, and global expansion could deliver very attractive returns.

Foolish Takeaway

If I am buying Australian stocks to hold for a decade, I want businesses with clear competitive advantages, strong management teams, and long growth runways.

For me, these stocks tick these boxes. Goodman Group offers exposure to the digital infrastructure boom, Netwealth provides a high-quality platform business benefiting from structural industry shifts, and Breville brings a premium global consumer brand with plenty of expansion potential.

The post 3 high-quality Australian stocks I would buy and hold for a decade appeared first on The Motley Fool Australia.

Recent weakness, particularly across growth and quality names, has seen a number of high-performing companies trade well below their highs.

For investors with a long-term mindset, this could be a chance to build positions in businesses with strong fundamentals at more attractive prices.

Here are three ASX shares that could be worth considering right now.

Goodman Group (ASX: GMG)

The first ASX share that could be a top option for a $10,000 investment is Goodman Group.

The industrial property giant focuses on logistics and warehouse assets, which are critical infrastructure for ecommerce and global supply chains.

Furthermore, Goodman has a growing presence in data centres. In fact, at the last count, its global power bank increased to 6.0 GW across 16 major global cities. This leaves it well-positioned to benefit from increasing demand for digital infrastructure.

Goodman's model combines development, management, and ownership of assets, which allows it to generate multiple income streams. Its strong balance sheet and access to capital also support ongoing expansion.

With structural tailwinds from both ecommerce and data usage firmly in its sails, Goodman appears well placed for long-term growth.

Pro Medicus Ltd (ASX: PME)

Another ASX share that could be worth considering is Pro Medicus.

The health imaging technology company provides software used by hospitals and radiologists. Its best-in-class Visage 7 suite of products are the foundation of an ultra-fast, clinically rich, and highly scalable platform that can seamlessly be implemented in both public and private cloud environments.

Unsurprisingly, due to the quality of its Visage platform, Pro Medicus continues to win major contracts. This includes a $40 million contract announced this month

And with a capital-light model and high margins, much of this revenue falls straight to the bottom line.

Overall, with increasing demand for advanced medical imaging and digital healthcare solutions, Pro Medicus appears well-placed for long-term growth.

Xero Ltd (ASX: XRO)

A final ASX share to consider for a $10,000 investment is Xero.

It offers cloud-based accounting software to small and medium-sized businesses, helping them manage everything from invoicing to payroll.

Its subscription-based model provides recurring revenue and strong visibility over future earnings. In addition, Xero has opportunities to grow through international expansion and by increasing the number of services offered to its users.

The company has a significant total addressable market, estimated in the region of 100 million users globally. So, with around 4.5 million users currently, it has a long growth runway.

The post Where to invest $10,000 in ASX shares right now appeared first on The Motley Fool Australia.

Three ASX shares that brokers have named as buys this week are listed below. Here's why their analysts are feeling bullish on them right now:

Cochlear Ltd (ASX: COH)

According to a note out of UBS, its analysts have retained their buy rating and $302.00 price target on this hearing solutions company's shares. The broker believes that recent share price weakness has created an attractive entry point for investors. This is especially the case given how UBS believes the new next-generation cochlear implant platform, Nexa, is expected to underpin a strong earnings recovery. It believes that with limited competition, Cochlear is well-placed to win market share. And while there are concerns over gene therapies, UBS doesn't believe this is something that will impact its near term performance. The Cochlear share price is trading at $164.17 on Wednesday afternoon.

Goodman Group (ASX: GMG)

A note out of Morgans reveals that its analysts have upgraded this industrial property company's shares to a buy rating with a trimmed price target of $32.45. Morgans highlights that Australian REITs have fallen significantly in recent months partly due to rising interest rates. However, it feels that this has been an overreaction and has created an opportunity for investors to buy high-quality shares like Goodman at attractive prices. In addition, Morgans believes that Goodman shares could start to re-rate once inflation expectations begin to moderate. The Goodman share price is fetching $25.85 at the time of writing.

Life360 Inc (ASX: 360)

Analysts at Bell Potter have retained their buy rating on this family safety technology company's shares with a trimmed price target of $37.75. According to the note, the broker has been looking ahead to Life360's quarterly update. It believes that after setting expectations relatively low for the first quarter, there is some chance of a small beat. However, it suspects this could be with its adjusted EBITDA margin rather than monthly active user growth. Outside this, the broker has lowered its valuation to reflect changes to its model, putting more emphasis on earnings and cash flow. Overall, the broker thinks recent share price weakness is an opportunity for investors to buy shares at a very attractive price. The Life360 share price is trading at $19.46 on Wednesday.

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