I tend to run a few different income-IT related filters from time to time, as I always like to have a 'running candidate list' on the go for both top-up and potential-new-investment purposes.
These filters are designed to whittle down large amounts of data into a more manageable sub-set of income-IT options with various 'quality-related' characteristics, to then help with further possible investigation, and I thought I'd post a recent table with the following criteria -
- Dividend Yield over 3.5%
- 5-year Dividend Growth Rate Per-Annum over 4%
- Share Price 3-Year Total Return over 10%
- NAV 3-Year Total Return over 10%
- Gearing limit of 15%
The resulting table below is ranked by AIC Sector, and then by yield within each sector, and the left hand 'Company' column contains an underlying URL link to the relevant AIC page for each of the listed IT's -
I tend to purposely set these types of filtering criteria fairly 'loosely', as I prefer to have a slightly larger set of initial options for further investigation, and I've found that setting things too tight initially can sometimes miss interesting diversification candidates.
When I started diversifying my income-stream into more 'Global' investments a few years ago, I ran a similar screen to the above and JEGI, HINT, and JGGI were returned in the filters I ran at that time, and it's good to see them still appear in this more recent data-set following some years of fairly turbulent markets.
The above data-set can be replicated from the really useful AIC screening page linked below, after setting appropriate fields for sectors and data-points, and then making sure to set the 'Enable Print Mode' once the filters have returned their data, from which point a spreadsheet can be used to then filter down to any more granular required levels for each data-point -
https://www.theaic.co.uk/aic/find-compare-investment-companies/advanced-compare?set=import
Please note that none of the above are recommendations of any sort, but I hope the above post is at least of some interest to income-IT investors in terms of process and data-gathering options.
Cheers,
Itsallaguess