# How Dividend Investors Profit From Yield Curve Normalization

Page: https://stenobird.com/podcast/dividend-investing-with-fexingo-income-stocks-yield-and-long-term-cash-flow-portfolios-7871842/how-dividend-investors-profit-from-yield-curve-normalization
Text version: https://stenobird.com/podcast/dividend-investing-with-fexingo-income-stocks-yield-and-long-term-cash-flow-portfolios-7871842/how-dividend-investors-profit-from-yield-curve-normalization.md
Podcast: [Dividend Investing with Fexingo: Income Stocks, Yield, and Long-Term Cash Flow Portfolios](https://stenobird.com/podcast/dividend-investing-with-fexingo-income-stocks-yield-and-long-term-cash-flow-portfolios-7871842)
Published: 2026-07-12T08:26:07+00:00
Episode link: https://audio.fexingo.com/business/dividend-investing/episode-0106.mp3
Audio file: https://audio.fexingo.com/business/dividend-investing/episode-0106.mp3
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Duration seconds: 531

## Resource

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 portfolios to capture both income and capital appreciation. #DividendInvesting #YieldCurve #RealtyIncome #SCHD #VYM #DVY #BondsVsStocks #DividendGrowth #IncomeInvesting #TreasuryYields #July2026 #PortfolioStrategy #DividendYield #TotalReturn #Finance #FexingoBusiness #BusinessPodcast #Investing Keep every episode free: buymeacoffee.com/fexingo

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