How Dividend Stocks Survive a 4.40 Percent Ten-Year Treasury

Dividend Investing with Fexingo: Income Stocks, Yield, and Long-Term Cash Flow Portfolios · Jun 28, 2026 · 5m · transcript

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% in five days). Lucas explains why JNJ's 3.7% yield and 10% rally suggest investors are rotating into quality, while O's 5.7% yield shows income-seekers still chasing yield but with more…