Big money is not in the buying or selling, but in the waiting.
For my own portfolio, I like to find ASX shares that are growing their dividends. Growth is an essential part of the dividend equation for me. I want to see that the dividend increases are funded by growing earnings and/or growing underlying asset values. I also have a portion of my portfolio invested in an ETF that picks undervalued global businesses with strong competitive advantages.
For Rask Media, I have an interest in covering technology (and tech-related) businesses with a global growth story, as well as cyclical companies that are cheaply priced because they’re at a low point in the cycle, such as retailers and resource businesses which could benefit strongly in the medium-term.
The Telstra Group Ltd (ASX:TLS) share price delivered a delightful return in 2025, significantly outperforming the ASX 200 (ASX: XJO).
The BlueScope Steel Ltd (ASX:BSL) share price jumped 17% after receiving a takeover bid from SGH Ltd (ASX:SGH).
The Wesfarmers Ltd (ASX:WES) share price had a very strong performance in 2025, significantly outperforming the ASX 200 (ASX: XJO).
The DroneShield Ltd (ASX:DRO) share price was a volatile investments on the ASX last year, but it also delivered big returns in 2025.
The Commonwealth Bank of Australia (ASX:CBA) share price and the ASX 200 (ASX: XJO) both had a positive year delivering capital growth.
The Northern Star Resources Ltd (ASX:NST) share price is down 11% after the ASX gold share’s weak FY26 update.
The BHP Group Ltd (ASX:BHP) share price significantly outperformed the ASX 200 (ASX: XJO) in 2025, giving shareholders a pleasing return.
ASX shares that are benefiting from strong tailwinds could be great buys for Australians in 2026 for the long-term.
The DroneShield Ltd (ASX:DRO) share price is up 4% after announcing to the market a sizeable new military contract.
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