CMCSA - DivGro Pulse: July 2018
In my regular DivGro Pulse articles, I focus on strategy and monitor the health of DivGro, my portfolio of dividend growth stocks. My aim is to reduce portfolio risk, to further diversify my holdings, and to improve the balance of my holdings.
To identify undervalued or overvalued stocks in my portfolio, I perform an extensive fair value analysis and update the fair value estimates of every dividend growth stock in my portfolio. Undervalued stocks are suitable for further investment, while overvalued stocks are candidates for selling.
I create Yield Channel Charts for stocks that appear