Dividend Investing with Fexingo: Income Stocks, Yield, and Long-Term Cash Flow Portfolios

Episode 104 of Dividend Investing with Fexingo looks at Verizon's dividend resilience as Treasury yields drift lower in July 2026. Lucas and Luna dig into why the telecom giant's 5.8% yield remains attractive even with the Fed on hold, how Verizon's 90% payout ratio compares to other high-yield stocks like Altria, and what the market is actually pricing in. They also touch on the dividend ETF land...

In Episode 103 of Dividend Investing with Fexingo, Lucas and Luna drill into a single ticker: Realty Income, ticker symbol O. With the 10-year Treasury yield at 4.54 percent and the 30-year at 5.05 percent, many income investors wonder why they'd own a REIT yielding roughly 5.2 percent when bonds offer similar yields with less risk. The hosts unpack the difference: Realty Income's dividend growth...

In this episode of Dividend Investing with Fexingo, Lucas and Luna explore why Samsung Electronics, a South Korean tech giant with a 3.2 percent dividend yield, has been outperforming classic US dividend stocks like Procter & Gamble and Coca-Cola during the recent steepening yield curve. They discuss Samsung's unique payout history, its dividend growth rate averaging 12 percent annually over the p...

Procter & Gamble dropped 3% in the past week while the S&P 500 rose. That jolted income investors who treat PG as a reliable holding. In this episode, Lucas walks through the numbers behind the decline, explains why dividend yield can be a misleading metric, and shows how dividend growth rate matters more than current yield for long-term cash flow. He contrasts PG's 2.8% yield with Johnson & Johns...

Episode 100 of Dividend Investing with Fexingo compares dividend stocks and REITs for income investors. Lucas and Luna analyze Realty Income (ticker O), which yields over 5% and just raised its dividend for the 127th straight quarter, versus Johnson & Johnson and Coca-Cola. With the 10-year Treasury at 4.55% and the 30-year at 5.05%, they explore why O is up 2.3% this week while bonds struggle. Th...

With the ten-year Treasury yield climbing back to 4.55 percent as of July 2026, dividend investors face a familiar question: do high-yield stocks still offer enough income to compete with bonds? In Episode 99 of Dividend Investing with Fexingo, Lucas and Luna look at a corner of the market that often gets overlooked—low-volatility dividend ETFs like the iShares Select Dividend ETF (DVY) and the Sc...

In this episode of Dividend Investing with Fexingo, Lucas and Luna examine why Johnson & Johnson (JNJ) has been the standout dividend stock in July 2026, with shares up 5.2% over the past five days. They contrast JNJ's performance with laggards like Verizon (VZ) and Altria (MO), and explain why dividend growth, steady payout ratios, and defensive sector exposure matter more than high yield in the...

Episode 97 of Dividend Investing with Fexingo. Lucas and Luna dig into why Johnson & Johnson's dividend is outperforming the broader market in early July 2026. The S&P 500 is barely up over the past five days, but JNJ has rallied 5.2 percent. They break down what's driving that move — defensive sector rotation, a rock-solid balance sheet, and a 3.4 percent yield that looks increasingly attractive...

Episode 96 of Dividend Investing with Fexingo zooms in on a subtle but powerful transformation inside popular dividend ETFs like VYM and SCHD. Data from July 2026 shows that many of these funds have been slowly tilting away from classic high-dividend sectors toward technology and healthcare, changing the risk-reward profile for income investors. Lucas walks through the latest sector weightings, th...

Lucas and Luna dig into a surprisingly large drag on dividend ETF returns: the expense ratio and its compounding effect over decades. Using VYM (0.06% ER) vs SCHD (0.06%) vs DVY (0.39%), they show how even a 33 basis point difference can cost a $100,000 portfolio over $30,000 across 20 years — more than many investors realize. They also discuss how trading costs, dividend reinvestment timing, and...

The 10-year Treasury hit 4.48 percent on July 1, 2026, and the yield curve has steepened to 35 basis points. For dividend investors, that combination creates a hidden risk that most people overlook: duration. On this episode of Dividend Investing with Fexingo, Lucas and Luna break down why high-duration dividend stocks like utilities and real estate are getting punished, while lower-duration secto...

Lucas and Luna dive into a striking divergence in July 2026: while the broad dividend ETF VYM gained 0.8% in five days and the S&P 500 climbed 1.8%, Verizon tanked 8.6% and Altria dropped 1.5%. They unpack what's behind the selloff—payout ratios above 90%, rising bond yields at 4.48%, and sector-specific pressures from telecom capex to tobacco regulation. Using real data from this week, they expla...

In this episode of Dividend Investing with Fexingo, Lucas and Luna explore how inflation-sensitive dividend ETFs like VYM and SCHD are quietly outperforming the broader market in July 2026. They examine the compositional tilt toward consumer staples and healthcare, which benefit from pricing power and inelastic demand, while avoiding sectors like utilities that suffer when bond yields spike above...

In this episode of Dividend Investing with Fexingo, Lucas and Luna examine how dividend ETFs like VYM, SCHD, and DVY have actually gained ground in July 2026 despite the ten-year Treasury yield climbing to 4.48 percent. They break down the specific sectors and dividend-growth mechanics that help these funds absorb rate pressure, using real data from the past week. Key topics include the outperform...

In this episode of Dividend Investing with Fexingo, Lucas and Luna tackle the classic tension between dividend stocks and rising bond yields. With the ten-year Treasury above 4.48 percent as of July 2026, many investors wonder if fixed income has finally stolen the spotlight from equities. Using data from VYM, SCHD, and DVY—plus a look at dividend growers like Coke and Johnson and Johnson—the host...

In this episode of Dividend Investing with Fexingo, Lucas and Luna explore why high-yield stocks like Verizon have been hammered while dividend growers like Coke and Procter & Gamble are hitting new highs. Using real data from July 3, 2026, they break down how the 10-year Treasury yield at 4.48 percent and a widening yield spread are punishing high payout ratios and rewarding companies with strong...

The ten-year Treasury hit 4.48 percent on July 1, 2026, yet dividend stocks like Johnson & Johnson and Coca-Cola are rallying. Lucas and Luna explore the paradox: why investors are paying up for yield in equities when risk-free income looks competitive. They dig into the math of dividend growth versus bond coupon stagnation, using JNJ's 3.3% weekly gain and KO's 1.8% move as real-time examples. Th...

Episode 87 of Dividend Investing with Fexingo drills into why Coca-Cola and PepsiCo are beating the broader dividend market as the ten-year Treasury hits 4.48 percent. Lucas and Luna break down the math: Coke's 2.8 percent yield with 3.3 percent annual dividend growth versus a 4.48 percent risk-free rate. They explain the 'duration' of a dividend stream, how consumer staples' pricing power insulat...

In Episode 86 of Dividend Investing with Fexingo, Lucas and Luna dig into payout ratios — why a payout ratio above 90 percent is often a red flag, even for dividend aristocrats. Using Verizon's recent 8.9 percent drop as a case study, they break down how a stretched payout ratio left VZ vulnerable when the ten-year Treasury hit 4.44 percent. They contrast Verizon with Johnson & Johnson, whose payo...

Episode 85 of Dividend Investing with Fexingo examines how dividend stocks are holding up as the yield curve steepens in early July 2026. Hosts Lucas and Luna drill into the recent data: the 10-year Treasury yield has risen to 4.44 percent, the spread over the 2-year has widened to 30 basis points, and stocks like Verizon have dropped nearly 9 percent in five days. But not all dividend payers are...

Lucas and Luna unpack what a payout ratio actually tells dividend investors, using data from the first half of 2026. They contrast Johnson & Johnson's conservative 45 percent payout with Verizon's 98 percent ratio that left no room for error when the stock dropped. With live market data from July 1, 2026 — JNJ up 5.4 percent over five days while VZ fell 7.3 percent — they explain why a lower payou...

In this episode, Lucas and Luna dissect Verizon's 7.3% weekly drop and reveal why utility stocks gained instead. They explore the yield trap, rising competition from T-Mobile, the impact of a 4.38% ten-year Treasury, and why dividend investors need to look beyond headline yield. With specific data on Verizon's payout ratio and the S&P 500's recent 1.9% gain, they argue that high yield often signal...

Lucas and Luna dig into Verizon's 5.6 percent weekly drop even as the broader market and many dividend stocks rallied. They explore how rising competition, spectrum costs, and heavy debt are weighing on the telecom giant, while utilities and REITs like Realty Income benefit from lower Treasury yields. With the 10-year at 4.38 percent and the yield curve flattening, they debate whether Verizon's 6....

In this episode of Dividend Investing with Fexingo, Lucas and Luna explore an often-overlooked tailwind for dividend stocks: a weakening U.S. dollar. With the 10-year Treasury yield down to 4.38% and the Fed holding rates steady, international revenue from giants like Coca-Cola and Johnson & Johnson gets a boost when translated back to dollars. Lucas breaks down how a lower dollar lifts reported e...

Lucas and Luna explore a counterintuitive insight for June 2026: in a steep yield curve with the 10-year at 4.40%, high-yield dividend stocks like Realty Income (O) are surging, but the real long-term winners may be dividend growers like Coca-Cola and Procter & Gamble. Using fresh data—O up 4.2% in five days, KO up 3.9%, PG up 0.9%—they unpack why companies with consistent payout growth, not just...