There are so many ASX share opportunities out there with the market going through a significant decline as tariff fears increase.
We can’t control what happens with share prices, but we can decide when we’re going to invest. I think it’s a good idea to take advantage of these lower prices. Of course, it’s possible that the ASX share market could fall even further, but we can’t know what’s going to happen.
Global X Fang+ ETF (ASX: FANG)
This exchange-traded fund (ETF) looks to give investors exposure to ten of the large US tech names. It’s not a great pick for a diversification like some ETFs, but I think it’s very useful for providing targeted exposure if Aussies want to increase their allocation to those specific names.
The ten positions in the portfolio are: Meta Platforms, Netflix, Crowdstrike, Amazon.com, Apple, Alphabet, Microsoft, Broadcom, NVIDIA and ServiceNow.
This investment allows Aussies to gain exposure to a number of global growth trends such as cloud computing, AI, online video, e-commerce, smartphones and so on.
The FANG ETF has fallen 16% since 18 February 2025 as investor worries about trade wars increased. It has erased the post-Trump election win bump.
I don’t know when the decline will stop or what President Trump will do next, but I think these companies can continue to grow (earnings) in the longer-term, so a sell-off like this is a good time to buy them at better value considering these stocks have fallen more than the wider US share market.
Hearts and Minds Investments Ltd (ASX: HM1)
This listed investment company (LIC) owns a diversified portfolio of ASX shares, international shares and private businesses, picked by various fund managers.
Some of the picks are chosen at an annual investment conference, while others are part of a permanent portfolio from core portfolio managers.
All of these investment picks are done for free so that the LIC can donate to leading Australian medical research organisations such as the Bionics Institute, NeuRA, Victor Chang Cardiac Research Institute, The Dementia Centre and The Florey (brain research).
Some of the current positions include Amazon, Mercado Libre, Microsoft, Rokt, TSMC, Zillow, Airbus, Eli Lilly and Tencent Music Entertainment.
Since its beginning, the LIC’s portfolio has returned an average of 12.2% per year, after expenses but before taxes.
The ASX share is sitting at a 15.6% discount to its weekly net tangible assets (NTA) at 7 March 2025, which I think is an appealing valuation. The Hearts and Minds share price has fallen 15% from 12 February 2025, though part of that decline is due to shares going ex-dividend (new investors aren’t entitled to the latest dividend).
If its portfolio continues to perform adequately in the coming years, I think the LIC can provide a mixture of capital growth and dividends. It offers a dividend yield of over 7%, including franking credits.
