Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
Why Dividend Growth Stocks Are Thriving in Mid-2026
In this episode, Lucas and Luna explore the quiet outperformance of dividend growth stocks during the tech selloff in mid-2026. With the S&P 500 at 7,431 but the NASDAQ slipping, they dive into specific names like Broadcom and Procter & Gamble, discussing how rising dividends signal corporate confidence and provide a cushion in volatile markets. They also touch on the broader macro backdrop, including rate-cut expectations and the rotation into value. The conversation is grounded in real data: Broadcom's recent dividend hike, P&G's 68-year streak, and the relative performance of the…
The skinny
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