Strasmore Research
Muhtasari wa soko Matt ConnorNa Matt Connor · Imeboreshwa 2026-07-24 · data as of July 24, 2026 · refreshed weekly

Orodha ya hisa zinazotoa gawio kila mwezi

Orodha ya hisa za US zinazotoa malipo kila mwezi kulingana na historia ya uhakika. Jua yield ya kila kampuni ili upate mpango bora wa uwekezaji.

Hisa zinazolipa gawio la kila mwezi hutoa pesa taslimu kila mwezi badala ya mara moja kila robo mwaka, na orodha halisi ni fupi zaidi kuliko orodha zinazotajwa kwenye makala mbalimbali. Kwa kuchuja rekodi ya malipo yenyewe badala ya lebo ya mtoa huduma, 1553 tickers zilizoorodheshwa nchini US zilitoa malipo ya pesa taslimu ya mara kumi hadi kumi na nne ya kila mwezi katika miezi kumi na miwili iliyopita, na ni 32 tu ya hizo zenye rekodi ya misingi ya kampuni. Kila kitu kwenye ukurasa huu kimepangiwa bei kuanzia kufunga kwa kikao cha Jul 21.

Orodha ya hisa zinazotoa gawio kila mwezi

Kila kampuni iliyotajwa hapa chini imewasilisha nyaraka katika soko la Marekani, imerekodi malipo ya pesa yasiyokatika kumi hadi kumi na nne katika miezi kumi na miwili iliyopita, na imefanya biashara ya thamani ya kuanzia dola milioni moja kwa siku. Mpangilio huu umezingatia thamani ya biashara ya kila siku.

UlizaHisa za gawuti za kila mwezi - kampuni zinazolipa kila mwezi, kwa thamani ya biashara ya kila siku
SQL halisi nyuma ya kila namba
SELECT m.ticker AS ticker,
       round(m.latest_payment, 4) AS monthly_payment_usd,
       round(100 * m.latest_payment * 12 / l.last_close, 2) AS annual_yield_pct,
       round(dateDiff('day', s.streak_start, s.last_ex) / 365.25, 1) AS years_paying_monthly,
       round(l.adv_usd / 1e6, 1) AS avg_daily_traded_musd,
       formatDateTime(l.last_session, '%b %e') AS priced_through
FROM (
    SELECT ticker, argMax(cash_amount, ex_dividend_date) AS latest_payment
    FROM global_markets.stocks_dividends
    WHERE ex_dividend_date > today() - 365
      AND ex_dividend_date <= today()
      AND cash_amount > 0
      AND distribution_type = 'recurring'
      AND ticker NOT IN ('SPCX')
      AND ticker NOT IN ('KORU','SOXL','SOXS','TQQQ','SQQQ','NVDL','NVDS','NVD','TSLL','TSLQ','TSLZ','SPXL','SPXS','UPRO','SPXU','LABU','LABD','FAS','FAZ','TNA','TZA','YINN','YANG','UDOW','SDOW','BOIL','KOLD','UCO','SCO','USD','SSO','SDS','QLD','QID','ERX','ERY','DRN','DRV','CURE','SOXY','MUU','SNXX','UVXY','SVXY','UVIX','SVIX','BULZ','WEBL','WEBS','DPST','DRIP','GUSH','AGQ','ZSL','BITX','ETHU','MSTX','MSTU','CONL','DUST','JNUG','JDST','NUGT')
      AND ticker NOT IN (SELECT ticker FROM global_markets.stocks_splits
                         WHERE execution_date BETWEEN today() - 400 AND today())
    GROUP BY ticker
    HAVING count() BETWEEN 10 AND 14
       AND argMax(frequency, ex_dividend_date) = 12
) AS m
INNER JOIN (
    SELECT ticker,
           maxIf(ed, gap_days > 70) AS streak_start,
           max(ed) AS last_ex
    FROM (
        SELECT ticker, ex_dividend_date AS ed,
               dateDiff('day',
                        lagInFrame(ex_dividend_date) OVER (PARTITION BY ticker ORDER BY ex_dividend_date),
                        ex_dividend_date) AS gap_days
        FROM (
            SELECT ticker, ex_dividend_date
            FROM global_markets.stocks_dividends
            WHERE distribution_type = 'recurring' AND cash_amount > 0 AND ex_dividend_date <= today()
            GROUP BY ticker, ex_dividend_date
        )
    )
    GROUP BY ticker
) AS s ON s.ticker = m.ticker
INNER JOIN (
    SELECT ticker,
           avg(dollar_vol) AS adv_usd,
           argMax(close_px, d) AS last_close,
           max(d) AS last_session,
           count() AS sessions
    FROM (
        SELECT ticker,
               toDate(toTimeZone(window_start, 'America/New_York')) AS d,
               sum(toFloat64(close) * volume) AS dollar_vol,
               argMax(toFloat64(close), window_start) AS close_px
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE window_start >= toDateTime(today() - 32)
          AND toDate(toTimeZone(window_start, 'America/New_York')) < today()
          AND toHour(toTimeZone(window_start, 'America/New_York')) * 60
              + toMinute(toTimeZone(window_start, 'America/New_York')) >= 570
          AND toHour(toTimeZone(window_start, 'America/New_York')) * 60
              + toMinute(toTimeZone(window_start, 'America/New_York')) < 960
        GROUP BY ticker, d
    )
    GROUP BY ticker
    HAVING sessions >= 15 AND adv_usd >= 1000000 AND last_close > 0
) AS l ON l.ticker = m.ticker
INNER JOIN (
    SELECT ticker
    FROM global_markets.stocks_ratios
    GROUP BY ticker
    HAVING argMax(market_cap, date) > 0
) AS f ON f.ticker = m.ticker
ORDER BY l.adv_usd DESC
LIMIT 60

O ndiyo inayofanyiwa biashara zaidi kati ya wapandaji wa kila mwezi hapa: malipo ya kila mwezi ya $0.271, rekodi ya 14 mwaka ya malipo ya kila mwezi yasiyokatika, na yield ya mwaka inayofikia 5% dhidi ya Jul 21 yake ya kufunga, kwa wastani wa session ya milioni 226.4 za hisa. Skrini hii inatoa majina 26. Safu ya yield inatafsiri malipo moja ya hivi karibuni kuwa malipo kumi na miwili kwa mwaka na kugawa kwa bei hiyo ya kufunga, hivyo hubadilika kila bei inapobadilika. Hii si utabiri wa fedha za miezi kumi na miwili ijayo.

Kumiliki hisa kabla ya tarehe yake ya ex-dividend ndiyo inayompa mmiliki cheki inayofuata. Kalenda ya tarehe zinazofuata za ex-dividend inaonyesha nani anayofuata, na maelezo ya tarehe ya ex-dividend yanajadili kikomo kinachofanya uamuzi ikiwa mnunuzi atapokea malipo.

Jinsi ya kutambua mlipa wa kila mwezi

Mtoa taarifa wa gawadi ana lebo ya masafa, lakini kutegemea lebo hiyo pekee huleta majibu yasiyo sahihi pande zote mbili. Jaribio hapa huhesabu malipo ambayo ticker imefanya, kisha huweka mipaka kwenye idadi hiyo.

UlizaMalipo ya pesa ya mara kwa mara kwa kila ticker kwa mwaka uliopita - nafasi ya bandi ya kila mwezi
SQL halisi nyuma ya kila namba
WITH payers AS (
    SELECT ticker,
           count() AS payments_12m,
           argMax(frequency, ex_dividend_date) AS freq_flag
    FROM global_markets.stocks_dividends
    WHERE ex_dividend_date > today() - 365
      AND ex_dividend_date <= today()
      AND cash_amount > 0
      AND distribution_type = 'recurring'
      AND ticker NOT IN ('SPCX')
    GROUP BY ticker
),
filers AS (
    SELECT ticker
    FROM global_markets.stocks_ratios
    GROUP BY ticker
    HAVING argMax(market_cap, date) > 0
)
SELECT multiIf(payments_12m = 1, 'One a year',
               payments_12m = 2, 'Two a year',
               payments_12m BETWEEN 3 AND 6, 'Three to six a year',
               payments_12m BETWEEN 7 AND 9, 'Seven to nine a year',
               payments_12m BETWEEN 10 AND 14, 'Ten to fourteen a year',
               payments_12m BETWEEN 15 AND 39, 'Fifteen to thirty-nine a year',
               'Forty or more a year') AS bucket,
       count() AS tickers,
       countIf(freq_flag = 12) AS labelled_monthly,
       countIf(ticker IN (SELECT ticker FROM filers)) AS company_filings
FROM payers
GROUP BY bucket
ORDER BY min(payments_12m)

98 tickers zilifanya zaidi ya malipo arobina ya fedha yanayojirudia katika mwaka uliopita, na nyingine 77 zilifanya kati ya malipo kumi na tano hadi kumi na tano. Hizi ni distributa wa kila wiki na kila siku, sehemu inayokua kwa kasi katika soko la mifuko ya uwekezaji. Vichujio vinavyouliza "malipo kumi au zaidi" huingiza kila mmoja wao kwenye orodha ya kila mwezi. Kuweka kikomo cha malipo kumi na nne huwaondoa.

Lebo pekee haina faida zaidi. 71 tickers zenye lebo ya kila mwezi zililipa mara moja tu katika mwaka, na 182 kati yao zililipa kati ya mara tatu hadi sita. Ndani ya kundi la kumi hadi kumi na nne, lebo na rekodi zinakubaliana 1541 kati ya 1553, ndiyo sababu ukurasa huu unahitaji vyote viwili.

Wafadhili wengi wa kila mwezi ni mifuko, si kampuni zinazojiendesha

Hii ni sehemu ambayo orodha nyingi hupuuza. Database haina alama ya aina ya mfuko, ETF, au REIT, hivyo orodha ya wafadhili wa kila mwezi haiwezi kuchujwa kwa kampuni zinazojiendesha kupitia lebo. Badala yake, ina mtiririko wa misingi ya kampuni unaoripoti thamani ya soko (market capitalization) kwa kampuni zinazojiendesha zinazofikiwa. Mifuko inayofanyiwa biashara borsani (exchange-traded) na mifuko iliyofungwa (closed-end funds) haipo ndani ya ufikiaji huo, jambo ambalo hufanya uwepo wa market capitalization kuwa kigezo cha kampuni inayojiendesha kwenye ukurasa huu. Kati ya tickers 1553 katika kundi la kila mwezi, 32 zina rekodi hiyo. Zilizobaki hazina rekodi kama hiyo. Nyingi ni mifuko ya exchange-traded, mifuko iliyofungwa, na mifuko ya interval, pamoja na idadi ndogo ya vipimo (units), imani (trusts), na wasanii wadogo ambao mtiririko huo haufikii.

Idadi ndogo inayowasilisha ripoti imetawaliwa na real estate investment trusts, mortgage REITs, kampuni za maendeleo ya biashara (business development companies), na royalty trusts. Hii ndiyo hali halisi ya mapato ya kila mwezi: mifumo ya kampuni inayolipia kila mwezi imeundwa kupitisha pesa moja kwa moja. Mfano wa kila mwezi wa mshindi wa ukuaji wa gawuti wa miongo miwili haupo karibu kabisa miongoni mwa biashara za kawaida zinazojiendesha, ambazo hulipa kila robo mwaka.

Yield ya hisa zinazolipa gawadi kila mwezi

Yield katika kundi la hisa za kila mwezi ina tofauti kubwa zaidi kuliko katika soko zima. Panel hii imegawanya kila mlipaji wa kila mwezi anayefikia kiwango cha liquidity kwa historia ya bei ya mwaka mzima, na kuongeza safu moja ambayo chujio la yield huwa halionyeshi: mabadiliko ya bei ya hisa katika miezi hiyo kumi na miwili.

UlizaUsambazaji wa yield kwa wanalipaji wa kila mwezi wenye uliquiditi, pamoja na mabadiliko ya bei ya wastani wa miezi 12 kwa kila bandi
SQL halisi nyuma ya kila namba
WITH monthly AS (
    SELECT ticker, argMax(cash_amount, ex_dividend_date) AS latest_payment
    FROM global_markets.stocks_dividends
    WHERE ex_dividend_date > today() - 365
      AND ex_dividend_date <= today()
      AND cash_amount > 0
      AND distribution_type = 'recurring'
      AND ticker NOT IN ('SPCX')
      AND ticker NOT IN ('KORU','SOXL','SOXS','TQQQ','SQQQ','NVDL','NVDS','NVD','TSLL','TSLQ','TSLZ','SPXL','SPXS','UPRO','SPXU','LABU','LABD','FAS','FAZ','TNA','TZA','YINN','YANG','UDOW','SDOW','BOIL','KOLD','UCO','SCO','USD','SSO','SDS','QLD','QID','ERX','ERY','DRN','DRV','CURE','SOXY','MUU','SNXX','UVXY','SVXY','UVIX','SVIX','BULZ','WEBL','WEBS','DPST','DRIP','GUSH','AGQ','ZSL','BITX','ETHU','MSTX','MSTU','CONL','DUST','JNUG','JDST','NUGT')
      AND ticker NOT IN (SELECT ticker FROM global_markets.stocks_splits
                         WHERE execution_date BETWEEN today() - 400 AND today())
    GROUP BY ticker
    HAVING count() BETWEEN 10 AND 14
       AND argMax(frequency, ex_dividend_date) = 12
),
filers AS (
    SELECT ticker
    FROM global_markets.stocks_ratios
    GROUP BY ticker
    HAVING argMax(market_cap, date) > 0
),
tape AS (
    SELECT ticker,
           toDate(toTimeZone(window_start, 'America/New_York')) AS d,
           sum(toFloat64(close) * volume) AS dollar_vol,
           argMax(toFloat64(close), window_start) AS close_px
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN (SELECT ticker FROM monthly)
      AND (window_start >= toDateTime(today() - 32)
           OR (window_start >= toDateTime(today() - 378) AND window_start < toDateTime(today() - 358)))
      AND toDate(toTimeZone(window_start, 'America/New_York')) < today()
      AND toHour(toTimeZone(window_start, 'America/New_York')) * 60
          + toMinute(toTimeZone(window_start, 'America/New_York')) >= 570
      AND toHour(toTimeZone(window_start, 'America/New_York')) * 60
          + toMinute(toTimeZone(window_start, 'America/New_York')) < 960
    GROUP BY ticker, d
),
px AS (
    SELECT ticker,
           avgIf(dollar_vol, d > today() - 32) AS adv_usd,
           argMaxIf(close_px, d, d > today() - 32) AS last_close,
           argMaxIf(close_px, d, d <= today() - 358) AS close_year_ago,
           countIf(d > today() - 32) AS recent_sessions,
           countIf(d <= today() - 358) AS old_sessions
    FROM tape
    GROUP BY ticker
    HAVING recent_sessions >= 15
       AND old_sessions > 0
       AND adv_usd >= 1000000
       AND last_close > 0
       AND close_year_ago > 0
),
named AS (
    SELECT m.ticker AS ticker,
           100 * m.latest_payment * 12 / p.last_close AS yld,
           100 * (p.last_close - p.close_year_ago) / p.close_year_ago AS price_change,
           m.ticker IN (SELECT ticker FROM filers) AS is_filer
    FROM monthly m
    INNER JOIN px p ON p.ticker = m.ticker
)
SELECT multiIf(yld < 3, 'Under 3%',
               yld < 5, 'From 3% to 5%',
               yld < 8, 'From 5% to 8%',
               yld < 12, 'From 8% to 12%',
               'Above 12%') AS bucket,
       count() AS payers,
       round(quantileDeterministic(0.5)(yld, cityHash64(ticker)), 2) AS median_yield_pct,
       round(quantileDeterministic(0.5)(price_change, cityHash64(ticker)), 1) AS median_price_change_12m_pct,
       countIf(is_filer) AS company_filings
FROM named
GROUP BY bucket
ORDER BY median_yield_pct

Kundi kubwa zaidi ni From 3% to 5%, likiwa na majina 289 dhidi ya 212 katika kundi la From 5% to 8% na 65 katika kundi la Under 3%. Median yield inapanda kwa uwazi, kutoka 2.46% chini kabisa hadi 14.35% juu kabisa.

Sasa soma safu ya bei iliyo pembeni yake. Mabadiliko ya median ya bei ya miezi kumi na miwili yanapima 0.5% katika kundi la yield ya chini kabisa na -0.4% katika kundi la From 3% to 5%, kisha -6.6% katika kundi la Above 12%. Yield inatumia bei kama denominator, hivyo hisa inaweza kuingia katika kundi la juu bila mabadiliko yoyote kwenye malipo. Yield kubwa sana mara nyingi ni matokeo ya bei ya hisa kushuka badala ya kuwa ushahidi wa mlipaji mkarimu. Dividend yield dhidi ya Treasury yields inaelezea vigezo vinavyohitajika kwa takwimu kubwa ya mapato.

Majina yanayozidi 12%

Kila mlipaji wa kila mwezi mwenye yield inayozidi takriban 12% anastahili kufanyiwa uchunguzi zaidi. Hizi ni kampuni zilizowasilisha ripoti zinazovuka kiwango hicho, kulingana na bei ya hisa na malipo ya kila mwezi yalivyobadilika katika mwaka uliopita.

UlizaWanalipaji wa kila mwezi wenye yield zaidi ya 12% - mabadiliko ya bei na malipo nyuma ya namba hiyo
SQL halisi nyuma ya kila namba
WITH monthly AS (
    SELECT ticker,
           argMax(cash_amount, ex_dividend_date) AS latest_payment,
           argMin(cash_amount, ex_dividend_date) AS oldest_payment
    FROM global_markets.stocks_dividends
    WHERE ex_dividend_date > today() - 400
      AND ex_dividend_date <= today()
      AND cash_amount > 0
      AND distribution_type = 'recurring'
      AND ticker NOT IN ('SPCX')
      AND ticker NOT IN ('KORU','SOXL','SOXS','TQQQ','SQQQ','NVDL','NVDS','NVD','TSLL','TSLQ','TSLZ','SPXL','SPXS','UPRO','SPXU','LABU','LABD','FAS','FAZ','TNA','TZA','YINN','YANG','UDOW','SDOW','BOIL','KOLD','UCO','SCO','USD','SSO','SDS','QLD','QID','ERX','ERY','DRN','DRV','CURE','SOXY','MUU','SNXX','UVXY','SVXY','UVIX','SVIX','BULZ','WEBL','WEBS','DPST','DRIP','GUSH','AGQ','ZSL','BITX','ETHU','MSTX','MSTU','CONL','DUST','JNUG','JDST','NUGT')
      AND ticker NOT IN (SELECT ticker FROM global_markets.stocks_splits
                         WHERE execution_date BETWEEN today() - 400 AND today())
    GROUP BY ticker
    HAVING countIf(ex_dividend_date > today() - 365) BETWEEN 10 AND 14
       AND argMax(frequency, ex_dividend_date) = 12
       AND oldest_payment > 0
),
filers AS (
    SELECT ticker
    FROM global_markets.stocks_ratios
    GROUP BY ticker
    HAVING argMax(market_cap, date) > 0
),
tape AS (
    SELECT ticker,
           toDate(toTimeZone(window_start, 'America/New_York')) AS d,
           sum(toFloat64(close) * volume) AS dollar_vol,
           argMax(toFloat64(close), window_start) AS close_px
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN (SELECT ticker FROM monthly)
      AND (window_start >= toDateTime(today() - 32)
           OR (window_start >= toDateTime(today() - 378) AND window_start < toDateTime(today() - 358)))
      AND toDate(toTimeZone(window_start, 'America/New_York')) < today()
      AND toHour(toTimeZone(window_start, 'America/New_York')) * 60
          + toMinute(toTimeZone(window_start, 'America/New_York')) >= 570
      AND toHour(toTimeZone(window_start, 'America/New_York')) * 60
          + toMinute(toTimeZone(window_start, 'America/New_York')) < 960
    GROUP BY ticker, d
),
px AS (
    SELECT ticker,
           avgIf(dollar_vol, d > today() - 32) AS adv_usd,
           argMaxIf(close_px, d, d > today() - 32) AS last_close,
           argMaxIf(close_px, d, d <= today() - 358) AS close_year_ago,
           countIf(d > today() - 32) AS recent_sessions,
           countIf(d <= today() - 358) AS old_sessions
    FROM tape
    GROUP BY ticker
    HAVING recent_sessions >= 15
       AND old_sessions > 0
       AND adv_usd >= 1000000
       AND last_close > 0
       AND close_year_ago > 0
)
SELECT m.ticker AS ticker,
       round(100 * m.latest_payment * 12 / p.last_close, 2) AS annual_yield_pct,
       round(100 * (p.last_close - p.close_year_ago) / p.close_year_ago, 1) AS price_change_12m_pct,
       round(100 * (m.latest_payment - m.oldest_payment) / m.oldest_payment, 1) AS payment_change_12m_pct,
       round(p.adv_usd / 1e6, 1) AS avg_daily_traded_musd
FROM monthly m
INNER JOIN px p ON p.ticker = m.ticker
INNER JOIN filers f ON f.ticker = m.ticker
WHERE 100 * m.latest_payment * 12 / p.last_close >= 12
ORDER BY annual_yield_pct DESC
LIMIT 25

Majina 9 yanavuka kigezo. EARN ina takwimu kubwa zaidi ya mwaka (annualized) ya 21.85%; bei yake ya hisa ilibadilika -26% katika miezi kumi na miwili na malipo yake ya kila mwezi yalibadilika 0%. PSEC inafuata kwa 19.34%, ikiwa na mabadiliko ya bei ya -36.3% na mabadiliko ya malipo ya -22.2%. Kupunguzwa kwa malipo na kushuka kwa bei mara nyingi hutokea kwa kampuni moja, na yield huongezeka kupitia mambo yote mawili.

Yield ni namba isiyo kamili peke yake, jambo ambalo ni hoja inayofanya kazi dividend yield ni nini kwa ukamilifu.

Gawadi ya kila mwezi ya Realty Income, mwaka kwa mwaka

Realty Income ndiyo kipimo cha kundi hili na kuanzia kwa yeyote anayesoma kuhusu gawadi za kila mwezi. Kiwango chake cha kila mwezi kilichotangazwa, ambacho ni malipo makubwa zaidi yaliyotangazwa katika kila mwaka wa kalenda, kimeonyeshwa pamoja na ongezeko dhidi ya mwaka uliopita na idadi ya mara kiwango hicho kilipoongezeka ndani ya mwaka huo:

UlizaKiwango cha kila mwezi kilichotangazwa cha Realty Income kwa mwaka wa kalenda, ongezeko dhidi ya mwaka uliopita, na hatua za ndani ya kila mwaka
SQL halisi nyuma ya kila namba
WITH steps AS (
    SELECT ed, amt,
           lagInFrame(amt) OVER (ORDER BY ed ASC) AS prior_amt
    FROM (
        SELECT ex_dividend_date AS ed, max(cash_amount) AS amt
        FROM global_markets.stocks_dividends
        WHERE ticker = 'O'
          AND distribution_type = 'recurring'
          AND cash_amount > 0
          AND ex_dividend_date >= '2013-01-01'
          AND ex_dividend_date < toStartOfYear(today())
        GROUP BY ed
    )
),
yearly AS (
    SELECT toYear(ed) AS year,
           max(amt) AS monthly_rate,
           countIf(prior_amt > 0 AND amt > prior_amt) AS raise_count
    FROM steps
    GROUP BY year
),
seq AS (
    SELECT year, monthly_rate, raise_count,
           lagInFrame(monthly_rate) OVER (ORDER BY year ASC) AS prior_rate
    FROM yearly
),
panel AS (
    SELECT year, monthly_rate, raise_count,
           100 * (monthly_rate - prior_rate) / prior_rate AS raise_pct
    FROM seq
    WHERE prior_rate > 0 AND year >= 2014
)
SELECT year,
       round(monthly_rate, 4) AS monthly_payment_usd,
       round(raise_pct, 2) AS annual_raise_pct,
       raise_count,
       round(min(raise_pct) OVER (), 2) AS smallest_annual_raise_pct
FROM panel
ORDER BY year

Kiwango cha kila mwezi kiliongezeka kutoka $0.1834 katika 2014 hadi $0.27 katika 2025. Ongezeko dogo zaidi la mwaka katika mfululizo huu ni 0.69%, hivyo kiwango kiliongezeka katika kila mwaka kilichowasilishwa. Ongezeko lilikuwa 2.47% katika mwaka kamili wa hivi karibuni na 0.69% katika 2014, na idadi ya hatua iliyoonyeshwa inaonyesha jinsi kiwango kilivyofikia hapo: ongezeko 6 tofauti ndani ya 2025 pekee. Watoaji wa kila mwezi hufanya mabadiliko ya kiwango kwa viwango vidogo mara kadhaa kwa mwaka badala ya mara moja kwa hatua moja kubwa. Wasifu kamili uliopimwa unapatikana kwenye ukurasa wa gawadi ya Realty Income.

Muda wa rekodi ya malipo ya kila mwezi unaofika nyuma

Mfululizo wowote kwenye ukurasa huu unapimwa kuanzia rekodi ya gawadi badala ya mwaka ambao kampuni ilianza kulipa kila mwezi, na rekodi hii ni ya muda mfupi kuliko wapandaji wa zamani zaidi. Kwa kuhesabu tickers zenye ex-dates kumi hadi kumi na nne zinazojirudia katika kila mwaka wa kalenda uliokamilika:

UlizaWanalipaji wa kila mwezi katika rekodi ya gawuti, kwa mwaka wa kalenda uliokamilika
SQL halisi nyuma ya kila namba
WITH per_year AS (
    SELECT ticker,
           toYear(ex_dividend_date) AS year,
           count(DISTINCT ex_dividend_date) AS payments
    FROM global_markets.stocks_dividends
    WHERE distribution_type = 'recurring'
      AND cash_amount > 0
      AND ex_dividend_date >= '2005-01-01'
      AND ex_dividend_date < toStartOfYear(today())
    GROUP BY ticker, year
)
SELECT year,
       countIf(payments BETWEEN 10 AND 14) AS monthly_payers,
       round(100 * countIf(payments BETWEEN 10 AND 14) / count(), 2) AS monthly_share_pct
FROM per_year
GROUP BY year
ORDER BY year

Rekodi inahifadhi 60 wapandaji wa kila mwezi katika 2011 na 135 katika 2012, kisha 730 katika 2013 na 1481 katika 2025. Safu ya hisa inatofautisha hatua hiyo na ukuaji wa kawaida katika mtiririko: wapandaji wa kila mwezi waliongezeka kutoka 1.44% ya wapandaji wote wanaojirudia hadi 10.2%. Kampuni inayolipa kila mwezi muda mrefu kabla ya hatua hiyo haiwezi kuonyesha zaidi ya miaka ya mfululizo hapa kuliko rekodi yenyewe ilivyo na miaka hiyo.

Jinsi orodha hii inavyopimwa

Vigezo na vigezo vya kutengwa, kwa lugha rahisi.

  • Cadence. Ticker inakubalika kuwa ya kila mwezi ikiwa imerekodi kati ya malipo kumi hadi kumi na nne ya fedha yanayojirudia katika siku 365 zilizopita NA lebo yake ya marudio ya hivi karibuni inasema kila mwezi. Viwango vyote viwili ni muhimu: cha chini kinaruhusu rekodi moja inayokosekana, na cha juu kinazuia wasambazaji wa kila wiki na kila siku.
  • Payment type. Ni malipo ambayo feed inaashiria yanayojirudia pekee ndiyo yanayohesabiwa. Malipo maalum, nyongeza na yasiyo ya kawaida yameondolewa kwenye jaribio la cadence na kwenye yield.
  • Streak. Miaka ya malipo ya kila mwezi yasiyokatika inahesabu tarehe za ex-dates zinazojirudia bila pengo zaidi ya siku sabini. Feed wakati mwingine hukosa rekodi kwa mwezi ambao kampuni ililipa, hivyo kudai rekodi kumi na mbili kamili kwa mwaka kutapunguza kila streak; kubadilisha kwenda kila robo mwaka kunafungua pengo karibu miezi mitatu na kumaliza streak hiyo kwa usahihi. Rekodi yenyewe huweka ukomo, kama paneli ya coverage inavyoonyesha.
  • Liquidity floor. Angalau milioni moja ya dola ya hisa iliyofanyiwa biashara kwa siku wastani, katika angalau vikao kumi na tano vya saa za kawaida katika mwezi uliopita. Chini ya hapo, miango (spreads) iliyowekwa hufanya yield kuwa ya kinadharia tu.
  • Pricing. Yields hutumia bei ya kufunga ya mwisho ya kikao KIKAMILIKI; kikao kinachoendelea wakati ukurasa huu unapojazwa kinatengwa, hivyo tarehe inaweza kuwa nyuma kwa siku moja au mbili.
  • Company filter. Orodha kuu inabaki na tickers zinazobeba rekodi ya misingi ya kampuni (company-fundamentals). Paneli ya usambazaji wa yield inahifadhi kila mlipa wa kila mwezi, ikiwemo mifuko (funds).
  • Exclusions. Bidhaa za kubadilisha (exchange-traded products) zenye leverage na inverse huondolewa kwa jina, kama ilivyo ticker yoyote yenye mgawanyo wa hisa (stock split) katika mwaka uliopita (mgawanyo hupotosha mabadiliko ya bei na kuvunja ulinganifu wa kila hisa). Alama moja inayotumiwa na wasanii wawili inatengwa kila mahali.
  • Nini hakipo hapa. Ratios za gharama za mfuko na aina ya kodi ya usambazaji (kurudisha mtaji dhidi ya mapato) hazipo kwenye data hii. Mifuko mingi yenye yield ya juu ya kila mwezi hurudisha mtaji badala ya faida, na hilo halionekani kamwe kwenye yield.

Maswali Yanayoulizwa Mara kwa Mara

Ni hisa zipi zinazotoa gawadi kila mwezi?

Kulingana na rekodi za malipo katika miezi kumi na miwili iliyopita, 1553 ya hisa zilizoorodheshwa nchini US hutoa malipo ya kila mwezi, lakini ni 32 tu zenye rekodi ya misingi ya kampuni. Karibu zote nyingine ni mifuko ya uwekezaji. Hisa inayofanyiwa biashara zaidi kati ya walioorodheshwa ni O, na orodha inayozidi kiwango cha ukwasi ina urefu wa 26.

Je, hisa za gawadi za kila mwezi ni salama?

Ratiba ya kila mwezi haina dhamana ya usalama, na kundi hili lina mwelekeo zaidi kwenye mortgage REITs na mifuko ya mapato ya chaguzi (option-income funds) ambayo malipo yake hubadilika kulingana na hali ya mikopo na viwango vya riba. Katika wapataji wa kila mwezi wanaopimwa hapa, mabadiliko ya bei ya wastani ya miezi kumi na miwili yalikuwa -6.6% kwa majina yenye yield inayozidi 12% dhidi ya 0.5% kwa yale chini ya 3%.

Ni hisa ipi ya gawadi ya kila mwezi yenye yield ya juu zaidi?

Miongoni mwa kampuni zinazotoa malipo ya kila mwezi na zinazozidi kiwango cha ukwasi, EARN ina yield ya juu zaidi ya mwaka (annualized yield) ya 21.85% kufunga kwa Jul 21. Bei yake ya hisa ilibadilika kwa -26% katika miezi kumi na miwili iliyopita, jambo ambalo ndilo sababu ya hisabu nyuma ya yield nyingi za tarakimu mbili.

Yield ya kila mwezi kwenye ukurasa huu inatungwa vipi?

Malipo ya mwisho ya mwezi yaliyotangazwa yanazidishwa kwa kumi na miwili, kisha yanagawanywa kwa bei ya kufunga ya kikao kilichokamilika hivi karibuni. Hii inatafsiri kiwango cha sasa kwa mwaka badala ya kujumlisha miezi kumi na miwili iliyopita ya fedha taslimi, hivyo mpataji aliyepandisha malipo katikati ya mwaka ataonekana kuwa na yield kubwa zaidi hapa kuliko yield yake ya miezi kumi na miwili iliyopita.

Kila jedwali hapo juu ni swali lililohifadhiwa na toleo lake juu ya rekodi za gawadi zilizotangazwa na data za dakika za soko. Panua SQL chini ya jopo lolote, au ujenge chujio lako la wapataji wa kila mwezi kwenye terminal ya Strasmore.

#dividends#monthly dividends#income investing#reits#dividend yield