How Dividend Investors Profit From Yield Curve Normalization

Dividend Investing with Fexingo: Income Stocks, Yield, and Long-Term Cash Flow Portfolios · Jul 12, 2026 · 8m · transcript

Lucas and Luna break down how the yield curve's return to a positive slope changes the game for dividend investors in July 2026. With the 10-year Treasury at 4.54% and the 2-year at 4.16%, the spread of 35 basis points is narrow but positive — a reversal from the inverted curve that dominated 2023-2025. They explore why this environment favors dividend growth stocks over high-yield bonds, and why Realty Income (O) at $63.31 might offer a better risk-adjusted total return than the 30-year Treasury at 5.05%. Using data from VYM, SCHD, and DVY, they explain how investors can position…