Aussie "Dividend Aristocrats" and How to Find Them

Discussion in 'Share Investing Strategies, Theories & Education' started by Nodrog, 8th Aug, 2016.

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  1. Perthguy

    Perthguy Well-Known Member

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    ETF Watch - Find an ETF or LIC Fund in Australia

    Not many on the list. HVST could be an option by the management fees are quite high at 0.65%

    HVST-BetaShares Australian Dividend Harvester Fund (Managed Fund) – ETF Watch

    EDIT: here is the same list but with LICs included

    ETF Watch - Find an ETF or LIC Fund in Australia
     
    Perthguy, 23rd Feb, 2017
    #101
  2. Perthguy

    Perthguy Well-Known Member

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    Perthguy, 23rd Feb, 2017
    #102
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  3. wombat777

    wombat777 Well-Known Member

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    This is how vanguard's Australian high yield ETF performs with $10k invested 5 years ago. Thanks @austing ;)

    IMG_0447.jpg

    and a breakdown of income, effectively $1k gross PA from a $10k holding:

    IMG_0448.jpg
     
    wombat777, 23rd Feb, 2017
    #103
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  4. wombat777

    wombat777 Well-Known Member

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    Now if only Property Chat had a resident excel vba guru to smarten up and automate that spreadsheet for us ... :p
     
    wombat777, 23rd Feb, 2017
    #104
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  5. Perthguy

    Perthguy Well-Known Member

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    I like VHY too, but no one else does. How does that compare to HVST?

     
    Perthguy, 23rd Feb, 2017
    #105
  6. wombat777

    wombat777 Well-Known Member

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    Inception was only in October 2014 so I ran this what-if for 2 years from 23 Feb 2015.

    Better dividend performance. Erosion of capital though ( which will presumably recover ). Perhaps one of the potential issues with dividend-focused ETFs.

    2 years is only a short time.

    IMG_0450.jpg
     
    wombat777, 23rd Feb, 2017
    #106
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  7. Perthguy

    Perthguy Well-Known Member

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    High fees for HVST though. I didn't realise. VHY is 0.25% and HVST is 0.65%. Adds up.

    Ironically, HVST's Holding #1 is Vanguard Australian Shares ETF – 48.07%. Hilarious! :)

    https://tool.vanguardinvestments.co...ctedFund0=F00000MFHC&selectedFund1=F00000UPQE
     
    Perthguy, 23rd Feb, 2017
    #107
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  8. wombat777

    wombat777 Well-Known Member

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    There is an excel spreadsheet here that does the trick.

    Get Stock Quotes in Excel - Excel Clout

    Edit - unfortunately it doesn't pull in dividend data for HVST.AX and VHY.AX
     
    Last edited: 23rd Feb, 2017
    wombat777, 23rd Feb, 2017
    #108
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  9. wombat777

    wombat777 Well-Known Member

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    wombat777, 23rd Feb, 2017
    #109
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  10. wombat777

    wombat777 Well-Known Member

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    Fairly easy to use.

    Screen Shot 2017-02-23 at 7.17.20 PM.png
     
    wombat777, 23rd Feb, 2017
    #110
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  11. Hodor

    Hodor Well-Known Member

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    Djerriwarrh Investments might meet that criteria. Likely at a huge premium. Remember you might be sacrificing div growth
     
    Hodor, 23rd Feb, 2017
    #111
  12. wombat777

    wombat777 Well-Known Member

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    Thanks. Another for the list. Although maybe a balance is needed between growth and yield.
    Screen Shot 2017-02-23 at 7.29.58 PM.png
     
    wombat777, 23rd Feb, 2017
    #112
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  13. Redwing

    Redwing Well-Known Member

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    Don't forget the newly released...Switzer Dividend Growth Fund ;)

    Management fee is 0.89% pa though
     
    Redwing, 23rd Feb, 2017
    #113
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  14. Perthguy

    Perthguy Well-Known Member

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    SWTZ will list on the 24th of February

    Any predictions?
     
    Perthguy, 23rd Feb, 2017
    #114
  15. Nodrog

    Nodrog Well-Known Member

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    IMG_0073.JPG
     
    Nodrog, 23rd Feb, 2017
    #115
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  16. Perthguy

    Perthguy Well-Known Member

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    Perthguy, 23rd Feb, 2017
    #116
  17. Redwing

    Redwing Well-Known Member

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    We'll soon see :D

    The newly-formed Switzer Dividend Growth Fund has raised more than $60 million directly from investors in two weeks, according to sources.

    The offer period for the listed fund opened on January 30 and closed on February 17.

    Read more:
     
    Redwing, 23rd Feb, 2017
    #117
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  18. Nodrog

    Nodrog Well-Known Member

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    He he, only joking.

    Oh I expect it to be well subscribed given the high profile Switzer is involved.

    But I see it more of an addition to Contango's suite of products. Current they have LICs CTN (microcaps) and CIE (Mid - small caps).

    SWTZ will essentially be a "large cap" active ETF managed mostly by Contango.

    But I'm not so keen on it because it's large cap focused. If you already own the likes of low cost products such as VAS, ARG, MLT etc then do you really need another "large cap" fund (with a noticeably higher fee).

    If I'm going to pay a higher fee for a dividend focused fund I'd rather invest in a mid / small cap fund that gives me some diversification away from the Top 20 and where the odds of an active mgr adding value is greater.

    But just my thoughts. SWTZ might turn out to be a great fund.

    But @Redwing what is it they say about the one thing you can control especially in a very well researched area of the market:)?
     
    Nodrog, 23rd Feb, 2017
    #118
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  19. Redwing

    Redwing Well-Known Member

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    Maybe two things :D

    Price and Fees you agree to pay
     
    Redwing, 23rd Feb, 2017
    #119
  20. Nodrog

    Nodrog Well-Known Member

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    Fair enough:D. This is what happens when I abstain from home brew for a couple of days, I can't think:confused:.
     
    Nodrog, 23rd Feb, 2017
    #120
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