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

Lucas and Luna examine why dividend stocks like Coca-Cola, Johnson & Johnson, and Realty Income are rallying even with the 10-year Treasury yield stuck at 4.40 percent. They break down the mechanics of dividend growth versus yield, the role of steady payout increases, and why investors are rotating into income equities as the Fed holds rates steady. With the Dow up 0.3 percent in a week while the...

The ten-year Treasury yield is at 4.40 percent, down slightly from last week but still high enough to compete with dividend stocks. In this episode, Lucas and Luna examine which dividend sectors are holding up and which are getting squeezed. They focus on the divergence between high-yield REITs like Realty Income (up 4.2% in five days) and defensive dividend growers like Johnson & Johnson (up 10.1...

The 10-year Treasury yield has dipped to 4.40% while the 2-year sits at 4.09%, narrowing the spread to just 31 basis points. For dividend investors, that's a signal worth paying attention to. In this episode, Lucas and Luna break down why a flatter yield curve can actually be good news for income stocks, using real examples like Johnson & Johnson and Realty Income. They explore how lower long-term...

The yield curve has steepened to 31 basis points in late June 2026, and dividend investors are wondering which sectors benefit. Lucas and Luna drill into consumer staples — specifically Procter & Gamble and Coca-Cola — as defensive dividend growers that historically thrive when the gap between short- and long-term rates widens. They examine the 'duration' analogy for stocks, why staples' predictab...

In Episode 75 of Dividend Investing with Fexingo, Lucas and Luna analyze how dividend stocks are navigating a hawkish Fed environment. With the 10-year Treasury yield at 4.40% and Minneapolis Fed President Neel Kashkari signaling a rate hike this year, the hosts drill into why stocks like Johnson & Johnson (up 10.1% in five days) and Altria (up 6.2%) are holding up, while the broader market falter...

Lucas and Luna dig into Realty Income's 3% weekly gain even as the broader market wobbles. They examine how the triple-net lease REIT is benefiting from the recent drop in treasury yields and what that means for dividend investors. With the 10-year yield falling from 4.50% to 4.41%, income-focused stocks like O are getting a bid. The hosts also look at JNJ's 7.2% surge after the Fed stress test an...

This episode of Dividend Investing with Fexingo examines why Johnson & Johnson (ticker symbol J-N-J) surged 7.2 percent in a week when the Nasdaq fell over 4 percent and the S&P 500 dropped nearly 2 percent. Hosts Lucas and Luna break down JNJ's defensive moat, its dividend growth streak, and what the Healthcare sector's resilience means for income investors. They also look at Altria's 5.9 percent...

Episode 72 of Dividend Investing with Fexingo dives into the June 2026 Fed stress test results and what they mean for dividend investors. Lucas and Luna break down JPMorgan Chase's newly announced $50 billion buyback and Goldman Sachs's dividend hike, explaining why bank stocks are suddenly a yield-growth play. They also examine how Realty Income and Altria are faring in the current rate environme...

This episode dives into the surprising divergence in June 2026: while the Nasdaq dips 2.1% over five days, dividend-focused ETFs like DVY and REITs like Realty Income are up 1.4% and 2.3% respectively. Lucas and Luna explore why defensive sectors are attracting capital as the yield curve steepens and growth stocks stumble. They break down the numbers — the S&P 500 down 0.8%, the Dow up 0.7% — and...

The 10-year Treasury yield sits at 4.51 percent, the 2-year at 4.24, and the spread has widened to 34 basis points — up from 27 just a day earlier. That steepening yield curve is reshaping the dividend landscape. In this episode, Lucas and Luna dig into why classic dividend aristocrats like Johnson & Johnson and Coca-Cola are holding up better than the broader market, while high-yield plays like R...

In this episode, Lucas and Luna explore an overlooked corner of dividend investing: aerospace suppliers tied to Boeing's commercial and defense backlogs. With the S&P 500 down nearly 2% over the past five days and the 10-year Treasury at 4.51%, yield-hungry investors are rotating out of utilities and REITs and into industrial dividend payers. Lucas breaks down how suppliers like Spirit AeroSystems...

The S&P 500 is down 1.1% in the past five days, but the damage is far worse in dividend stocks: SCHD off 2.3%, O down 2.5%, Verizon plunging 3.6%. Meanwhile, the 10-year Treasury yield has slipped to 4.46% and the economy is flashing warning signs. Lucas and Luna break down why dividend stocks are suddenly leading the market lower, what falling Treasury yields mean for income investors, and the th...

In June 2026, with the 10-year Treasury yield dipping to 4.46% and the Fed holding steady at 3.63%, many income investors are chasing high-yield stocks like Realty Income (down 2.5% in five days) and Verizon (down 3.6%). But Lucas and Luna argue that the real opportunity is in dividend growth. They point to Coca-Cola (yield 3.1%, 5% growth) and Johnson & Johnson (yield 3.0%, 6% growth) as examples...

In this episode of Dividend Investing with Fexingo, Lucas and Luna examine the recent divergence in the dividend-stock space as of June 22, 2026. While the S&P 500 has risen 0.9% over the past five days, several high-yield stalwarts like Realty Income (O), Verizon (VZ), and Johnson & Johnson (JNJ) have dropped between 4% and 5.7%. The hosts drill into Realty Income's 4% slide, questioning whether...

The 10-year Treasury yield ticked back up to 4.49 percent in mid-June 2026, and dividend stocks like Verizon, Johnson & Johnson, and Realty Income took a hit. In this episode, Lucas and Luna examine why the dividend rotation looks different this time—with mid-caps and covered-call strategies gaining traction—and what the recent Fed regime under Kevin Warsh means for income portfolios. They discuss...

With tensions rising in the Strait of Hormuz, energy prices are spiking and dividend stocks are getting whipsawed. Lucas and Luna examine how oil-sensitive sectors like utilities, consumer staples, and pipelines are faring, and whether a 4.49% 10-year Treasury yield changes the calculus. They drill into Realty Income (O) down 4% in a week, Verizon (VZ) off 5.7%, and why a small allocation to energ...

On this episode of Dividend Investing with Fexingo, Lucas and Luna examine why high-quality dividend payers like JNJ, KO, and VZ have sold off sharply as the 10-year Treasury climbed to 4.49 percent. They break down the mechanics of yield competition, showing how a 5 percent Verizon yield suddenly looks less attractive when risk-free bonds offer nearly the same return. The hosts also explore which...

In this episode of Dividend Investing with Fexingo, Lucas and Luna unpack the recent sell-off in high-dividend stocks as the 10-year Treasury yield climbs to 4.49 percent. With SCHD down nearly 3 percent in five days and JNJ off over 5 percent, they explore why dividend stocks are suddenly vulnerable, how payout ratios and growth rates matter more than ever, and whether this is a buying opportunit...

In this episode of Dividend Investing with Fexingo, Lucas and Luna dissect how dividend stocks are reacting to the market's repricing under a more hawkish-than-expected Federal Reserve chair. With the 10-year Treasury yield climbing back to 4.49 percent and dividend aristocrats like Coca-Cola, Johnson & Johnson, and Verizon suffering significant drawdowns in the past week, the hosts explore whethe...

Lucas and Luna examine how dividend-paying stocks are navigating the early days of the Warsh Fed, with the 10-year Treasury yield climbing back to 4.49 percent and the Fed holding rates steady but signaling a potential hike later this year. They focus on two dividend aristocrats—Coca-Cola and Johnson & Johnson—to illustrate how companies with pricing power and defensive earnings can weather a hawk...

Lucas and Luna examine a stark divergence in the dividend stock market as of June 2026: while consumer staples like Procter & Gamble hold steady, high-yield names like Verizon and Realty Income are getting crushed. They unpack the numbers—VZ down 5.7% in five days, O off 3.9%, PG actually up 0.5%—and explain why the market is punishing yield at any cost. The hosts discuss the role of the flattenin...

In this episode of Dividend Investing with Fexingo, Lucas and Luna explore how dividend investors can use covered calls to boost income in the current rate environment. With the Fed holding rates steady at 3.63% and the 10-year Treasury at 4.43%, many income seekers are turning to options strategies. Lucas breaks down the mechanics of covered calls on dividend stocks like Verizon, which yields ove...

In this episode, Lucas and Luna discuss the Federal Reserve's decision to hold rates steady in June 2026 and what it means for dividend investors. They break down the market's muted reaction, the impact on high-yield sectors like utilities and REITs, and why dividend growth stocks may be better positioned in a 'higher for longer' rate environment. Using real data on VYM, SCHD, and the 10-year Trea...

Lucas and Luna explore a quiet shift in dividend investing this June: the rotation from large-cap stalwarts toward mid-cap dividend payers. With the S&P 500 up 3.4% in the past week and the Dow hitting 52,000, many high-yield names like Verizon (down 0.5%) and Coca-Cola (down 3.3%) are lagging. Meanwhile, mid-cap dividend ETFs are seeing inflows as investors chase higher growth and sustainable pay...

As the S&P 500 hits fresh highs in June 2026 and the 10-year Treasury yield sits at 4.48%, dividend investors face a paradox: big-name dividend stocks like Verizon and Coca-Cola are lagging the broader market. Lucas and Luna unpack a quiet rotation happening inside popular dividend ETFs like VYM, SCHD, and DVY. They focus on a specific shift: mid-cap dividend stocks are gaining weight as these fun...