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Defensive Dividend Stocks Outperforming in May 2026
Season 1
Episode 3
Published 2 months, 3 weeks ago
Description
Lucas and Luna explore why defensive dividend stocks like Verizon, Johnson & Johnson, and Procter & Gamble have been outperforming the S&P 500 in May 2026. With the 10-year Treasury yield climbing to 4.67% and the yield curve steepening, investors are rotating into high-quality income names. Verizon is up 4% in five days, JNJ up 2.1%, and PG up 1.4%, compared to the S&P's 0.5% gain. The hosts discuss whether this is a signal of caution or just a yield grab, and what it means for long-term dividend growth portfolios. They also touch on the impact of rising bond yields on dividend stocks and the importance of focusing on total return rather than just yield.