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  • Why the Dividend Payout Ratio Matters More Than Yield

    Why the Dividend Payout Ratio Matters More Than Yield
    2026/06/07
    In this episode of Dividend Investing with Fexingo, Lucas and Luna explore why the dividend payout ratio is a more reliable indicator of dividend sustainability than the headline yield. Using real-world data from June 7, 2026, they analyze consumer staples giants like Procter & Gamble (up 4.5% in five days) and Johnson & Johnson (up 4.1%) versus high-yield names like Verizon (down 4.9%). They break down how payout ratios can signal trouble before a cut, and why a 3% yield with a 50% payout ratio is safer than a 7% yield with a 90% payout. The hosts also discuss how current market conditions—with the 10-year Treasury at 4.47% and Fed funds at 3.63%—make payout ratio analysis even more critical for income investors. Perfect for anyone building a long-term dividend portfolio without getting burned by yield traps. #DividendInvesting #PayoutRatio #DividendSafety #ProcterAndGamble #JohnsonAndJohnson #Verizon #HighYield #YieldTrap #IncomeInvesting #DividendGrowth #Finance #StockMarket #TreasuryYields #FedPolicy #ConsumerStaples #DividendCut #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How the Dividend Growth Rate Matters More Than Yield

    How the Dividend Growth Rate Matters More Than Yield
    2026/06/07
    Episode 36 of Dividend Investing with Fexingo: Lucas and Luna unpack why the dividend growth rate is a better predictor of long-term wealth than starting yield. Using Procter and Gamble's 4.5% weekly gain and Johnson and Johnson's 4.1% move as anchors, they explain how a 6% compound annual growth rate can turn a 2.5% yield into a 5.6% yield on cost in a decade. They also contrast high-yield traps like Verizon — down 4.9% over the past five days — with steady growers that protect principal. A practical guide to screening for growth, not just yield, with real numbers from the June 7, 2026 market. #DividendGrowth #DividendInvesting #PG #JNJ #VZ #YieldOnCost #CompoundGrowth #DividendYield #FexingoBusiness #BusinessPodcast #Finance #IncomeInvesting #ProcterAndGamble #JohnsonAndJohnson #Verizon #DividendTraps #PortfolioStrategy #DividendStocks Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How Small-Cap Dividend Stocks Offer High Yields Without High Risk

    How Small-Cap Dividend Stocks Offer High Yields Without High Risk
    2026/06/06
    In this episode of Dividend Investing with Fexingo, Lucas and Luna explore why small-cap dividend stocks might be a hidden gem for income investors in the current market. With the Russell 2000 down 2.5% over the past five days and the Fed holding rates near 3.63%, large-cap dividend payers like Procter & Gamble are yielding less than 2.5%. But smaller companies in sectors like regional banking and industrial REITs are offering yields above 4% with growing payouts. The hosts break down how to screen for quality small-cap dividend stocks, including the importance of free cash flow yield and payout ratios below 60%. They also discuss the recent 2.2% bounce in Realty Income as a signal of shifting investor interest. Tune in for actionable tips on building a diversified dividend portfolio that includes smaller, faster-growing companies. #DividendInvesting #SmallCapStocks #HighYield #Russell2000 #RealtyIncome #ProcterAndGamble #FreeCashFlow #PayoutRatio #RegionalBanks #IndustrialREITs #DividendGrowth #PortfolioDiversification #FedHoldingRates #IncomeInvesting #StockMarket #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Consecutive Dividend Increases Compound Wealth

    How Consecutive Dividend Increases Compound Wealth
    2026/06/06
    In this episode of Dividend Investing with Fexingo, Lucas and Luna explore how companies that consistently raise their dividends—like Coca-Cola and Johnson & Johnson—create powerful compounding effects for long-term investors. With the S&P 500 down 2.8% over the past five days and the Nasdaq falling over 5%, the hosts discuss why dividend growth stocks have held up better. They highlight Coca-Cola's 63 consecutive years of dividend increases and Johnson & Johnson's 62-year streak, showing how reinvested dividends have historically accounted for over 40% of total returns. The conversation also touches on current market jitters from the hot jobs report and how rising short-term rates affect dividend growth vs. high-yield strategies. A natural donation segment follows a discussion about the reliability of dividend growth, where Lucas briefly mentions listener support via Buy Me a Coffee. The episode concludes with Luna asking whether investors should prioritize dividend growth or high yield in today's rate environment. #DividendGrowth #CocaCola #JohnsonAndJohnson #Compounding #DividendReinvestment #S&P500 #Nasdaq #YieldCurve #FedPolicy #JobsReport #PortfolioStrategy #IncomeInvesting #LongTermInvesting #DividendStocks #FexingoBusiness #BusinessPodcast #Finance #InvestmentStrategy Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Dividend Investors Can Navigate a Hot Jobs Report

    How Dividend Investors Can Navigate a Hot Jobs Report
    2026/06/05
    Lucas and Luna break down how the surprisingly strong May jobs report, released June 5, 2026, reshapes the outlook for dividend investors. With the Fed Funds rate stuck at 3.63 and Chair Warsh signaling no cuts soon, they drill into two specific plays: Realty Income (O) up 2.2% in five days, and Altria (MO) surging 5.2%. What do these moves tell us about sector rotation in a 'higher for longer' world? The hosts also discuss why dividend growth stocks like Procter & Gamble and Johnson & Johnson are catching bids, while high-growth tech gets hammered. A practical episode for anyone building a cash-flow portfolio in mid-2026. #DividendInvesting #JobsReport #Fed #RealtyIncome #Altria #ProcterAndGamble #JohnsonAndJohnson #DividendGrowth #HighYield #SectorRotation #HigherForLonger #IncomeStocks #DividendPortfolio #FexingoBusiness #BusinessPodcast #Finance #StockMarket #CashFlow Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • How Dividend Growth Stacks Up Against High Yield in Mid-2026

    How Dividend Growth Stacks Up Against High Yield in Mid-2026
    2026/06/05
    In this episode, Lucas and Luna compare dividend growth investing with high-yield strategies, using real mid-2026 data for Coca-Cola, Realty Income, and Johnson & Johnson. They analyze how a 2.8% drop in KO and a 2.5% drop in O affect income portfolios, and discuss whether chasing yield is worth the risk. The hosts also examine the current 10-year Treasury yield at 4.49% and the Fed funds rate at 3.63%, explaining how these rates shape dividend stock performance. Perfect for income investors looking to balance current income with long-term growth. #DividendGrowth #HighYield #CocaCola #RealtyIncome #JohnsonAndJohnson #DividendInvesting #IncomeStocks #TreasuryYields #FedFundsRate #PortfolioStrategy #KO #O #JNJ #DividendSafety #YieldCurve #Mid2026 #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why Verizon's Dividend Fears Are Overblown Mid-2026

    Why Verizon's Dividend Fears Are Overblown Mid-2026
    2026/06/04
    Verizon's stock dropped over 6% in the past five days, pushing its dividend yield above 7% and triggering fears of a cut. In this episode, Lucas and Luna examine the actual math behind Verizon's payout — free cash flow coverage, debt maturity schedule, and the structural demand for telecom services that makes a dividend cut unlikely despite the scary headlines. They also look at how Altria's recent yield spike offers a parallel case, and what investors should actually watch for in dividend safety beyond yield. The hosts tie in current market data including the 10-year Treasury at 4.46% and the Fed holding rates near 3.63%. #Verizon #DividendSafety #HighYield #IncomeInvesting #DividendStocks #Telecom #Altria #PayoutRatio #FreeCashFlow #DividendCut #YieldTrap #FedRate #TreasuryYield #PortfolioIncome #FexingoBusiness #BusinessPodcast #Finance #DividendInvesting Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How Dividend ETFs VYM SCHD and DVY Diverge in Mid-2026

    How Dividend ETFs VYM SCHD and DVY Diverge in Mid-2026
    2026/06/04
    Episode 30 of Dividend Investing with Fexingo breaks down the recent performance divergence between three popular dividend ETFs: VYM, SCHD, and DVY. As of early June 2026, VYM is up 1.4% over five days while SCHD and DVY have slipped. Lucas and Luna explore what's driving the split—sector composition, yield vs. growth tilt, and fund methodology. They zoom in on SCHD's underperformance tied to its overweight in consumer staples like Procter & Gamble and Johnson & Johnson, both down roughly 4% and 3% respectively in the same period. They also discuss how a flattening yield curve and steady Fed policy favor VYM's broader value exposure. The episode includes a brief, organic mention of the show's ad-free mission. Perfect for income investors wondering why their dividend ETFs are moving differently this month. #DividendInvesting #VYM #SCHD #DVY #ETF #Yield #DividendGrowth #ProcterAndGamble #JohnsonAndJohnson #ConsumerStaples #YieldCurve #FedPolicy #IncomePortfolio #FexingoBusiness #BusinessPodcast #Finance #StockMarket #Mid2026 Keep every episode free: buymeacoffee.com/fexingo
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    9 分