Dividend portfolios
I was just reading a Yahoo Finance post about the treasury's rates which I copy-paste herein:
"Surging Treasury yields sent the stock market a warning on Friday amid a sell-off in global bonds.
The 30-year Treasury yield (^TYX) rose 10 basis points to reach 5.12%, its highest level since June 2007. The 10-year benchmark yield (^TNX), meanwhile, climbed 11 basis points to 4.57%, its highest level since May 2025. Bond yields and prices move in opposite directions, meaning that when yields rise, prices fall.
Both bonds broke above the key psychological levels of 5% and 4.5%, respectively. As Yahoo Finance’s Jared Blikre has written before, the 5% zone for the so-called long bond represents a danger zone that has tightened financial conditions in the past.
(...)
The bond rout wasn’t restricted to the US. Global bonds sold off on Friday, with Japan’s 30-year yield hitting 4% and the 10-year UK government bonds." hitting 5.14%.
My question to all of you, my fellow investors, is:
In which way this would impact our HYDP (high yield dividend portfolios)?
I theorise that with big fund managers and wealthier people moving cash to treasury bonds, seenable as safer, to secure the return rates, will make the prices of other asset classes like REITs, BDCs, ETFs, crypto fall during a certain period.
Is my theory, that a sea of red is approaching these asset classes, correct?