At some point, ten year constantly rising hurts ALMOST ALL stocks. But at this current level, it is a sweet spot for us based on our current valuation.
Dividend stocks not growing fast or at all will/are going out of favor as the pullbacks in most stocks like verizon, coke, con ed show.
But companies with growth and more yield in cash from operations than the ten year will outperform as they know become the less risky compared to the ten year than the companies not growing much or at all and just offer a dividend less than the 3% by the ten year.
So still some nice room to fly and I do believe certain technicals to be o our side over the next two months based on the two year chart.