Dividend Stocks vs Rising Bond Yields in July 2026

Dividend Investing with Fexingo: Income Stocks, Yield, and Long-Term Cash Flow Portfolios · Jul 4, 2026 · 8m · transcript

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 hosts explain when rising yields actually help dividend stocks and when they hurt. They dissect the concept of 'duration' in dividend portfolios, showing that high-duration stocks (utilities…