Good thread.
Will be selling up paid out PPOR and downsizing to one about 25% of current value shortly. Will be looking to place a good portion of the freed up cash into shares gradually over a period of approx 3-5 years.
What I'm interested in from my research so far:
Focus will be on shares with yield from dividends that grow each year and faster than inflation together with expected capital price appreciation. Especially interested in what seems to be termed as Dividend Growth Investing in the US as espoused by the authors David Fish, David Crosetti, Chuck Carnevale (especially), David Van Knapp, Bob Wells, Chowder, Dividend Mantra, Regarded Solutions, Tradevestor, Dividends4Life, Sure Dividend, Tim McAleen Jnr etc on
www.seekingalpha.com
There are a number of shares that have grown their dividends each and every year (some for more than 50 years), Dividend Champions (25+ years), Contenders (10+), Challengers (5+) they can be found at
www.dripinvesting.org
They include well known global companies such as:
Coca Cola, Pepsi, Wal-Mart, Walgreens, Clorox (think Glad wrap in Aus), McDonalds, General Mills, IBM, Kimberley Clark, Procter & Gamble. 3M, ExxonMobil, Chevron, Altria (Ex Phillip Morris) etc.
I'm interested in international shares from a mix of countries for a number of reasons:
I may wish to retire (12 years or so) to another country , so don't wish to be negatively affected by any single currency. I have seen what the sustained high dollar and suffering pound have meant for my parents who have immigrated from the UK recently.
There are lots of great companies based in different countries, not just Aus or US.
I find Aus companies limiting; we don't seem to have many dividend champions.
Once an Aus company gets to a certain size it seems to be gobbled up by an overseas company.
Apparently Aus companies account for only 2% of the world market.
Here in Aus I will enjoy the higher dividends and the franking benefits and a good portion will be placed into the good old fashioned low fee LICs (Argo,AFIC, AUI., DUI MIR etc).
In UK interested in investment trusts such as this one
https://www.henderson.com/ukpi/fund/169/the-city-of-london-investment-trust-plc
Low fees, 45+ years of growing dividends and a who's who list of holdings.
Went to a one day talk by Peter Thornhill of
www.motivatedmoney.com.au some years ago and got his book of the same title. It has been mentioned here before and I enjoyed/recommend it.
I would be interested to know if anybody can recommend further research materials based on my interests above.