Why Dividend Stocks Have a Duration Problem Now

The 10-year Treasury hit 4.48 percent on July 1, 2026, and the yield curve has steepened to 35 basis points. For dividend investors, that combination creates a hidden risk that most people overlook: duration. On this episode of Dividend Investing with Fexingo, Lucas and Luna break down why high-duration dividend stocks like utilities and real estate are getting punished, while lower-duration sectors like healthcare and consumer staples hold up. They walk through specific examples—Johnson & Johnson up 3.3 percent in a week, Verizon down 8.6 percent—and explain how to measure a stock's sensitivity to rising rates. If you've been wondering why your dividend portfolio is lagging the S&P 500, this episode gives you the framework to figure out which holdings are the problem and what to do about it. #DividendInvesting #DurationRisk #RisingRates #YieldCurve #BondYields #JohnsonAndJohnson #Verizon #Utilities #RealEstate #HealthcareStocks #ConsumerStaples #PortfolioRisk #IncomeInvesting #FOMC #BasisPoints #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo