Dividend income from the five-name portfolio, by month
Answered against 22 years of US equities and 12 years of US options data and published with the query that produced it. This result is stored as of 2026-08-22, from Portfolio Dividend Yield: Weighted Average.
| month | month_label | income_usd |
|---|---|---|
| 2025-09 | Sep 2025 | 51 |
| 2025-10 | Oct 2025 | 104.81 |
| 2025-11 | Nov 2025 | 109.7 |
| 2025-12 | Dec 2025 | 51 |
| 2026-01 | Jan 2026 | 104.81 |
| 2026-02 | Feb 2026 | 109.7 |
| 2026-03 | Mar 2026 | 53 |
| 2026-04 | Apr 2026 | 107.76 |
| 2026-05 | May 2026 | 109.7 |
| 2026-06 | Jun 2026 | 53 |
| 2026-07 | Jul 2026 | 107.76 |
| 2026-08 | Aug 2026 | 109.7 |
- Rows × columns
- 12 × 3
- Period covered
- to
- Computed
- Completeness
- No missing values
- Source
- US exchange, SIP and OPRA market data
- Licence
- Strasmore terms · free, no signup
What each column holds
| Column | Type | Range | Notes |
|---|---|---|---|
month |
date | 2025-09 to 2026-08 | |
month_label |
text | 12 distinct values (Apr 2026, Aug 2026, Dec 2025…) | |
income_usd |
number | 51 to 109.7 | US dollars |
Computed from Strasmore's warehouse of US exchange, SIP and OPRA market data. Equity prices are delayed; options greeks and implied volatility are end-of-day. This result is stored, not recomputed on load — it is exactly the numbers that were returned on , and the query below is what returned them.
the exact SQL behind every number
WITH
positions AS
(
SELECT
tupleElement(p, 1) AS ticker,
toFloat64(tupleElement(p, 2)) AS shares
FROM
(
SELECT arrayJoin([('MSFT', 30.), ('PG', 60.), ('XOM', 80.), ('KO', 100.), ('VZ', 60.)]) AS p
)
),
payments AS
(
SELECT
ticker,
id,
any(ex_dividend_date) AS ex_date,
toFloat64(any(cash_amount)) AS amount
FROM global_markets.stocks_dividends
WHERE ticker IN ('MSFT', 'PG', 'XOM', 'KO', 'VZ')
AND ex_dividend_date > today() - 365
AND ex_dividend_date <= today()
GROUP BY ticker, id
)
SELECT
formatDateTime(toStartOfMonth(pay.ex_date), '%Y-%m') AS month,
formatDateTime(toStartOfMonth(pay.ex_date), '%b %Y') AS month_label,
round(sum(pos.shares * pay.amount), 2) AS income_usd
FROM payments AS pay
INNER JOIN positions AS pos ON pos.ticker = pay.ticker
GROUP BY month, month_label
ORDER BY month
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