I screen U.S.-listed dividend growth stocks with 2–6% yields, strong revenue growth, and disciplined payout ratios, targeting undervalued opportunities. The final 8-stock portfolio spans Energy, Financials, Materials, Consumer Discretionary, Healthcare, and Industrials, with a weighted yield of 3.79% and 5-year dividend growth of 20.92% with a factor weight. Portfolio construction emphasizes forward P/E below 20, price to cash flow between 5x–10x, and mid/large caps with proven top-line expansion.
Read on seekingalpha.com