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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.

as of series 12×3read in context →
Dividend income from the five-name portfolio, by month — 12 rows by 3 columns, computed from US exchange, SIP and OPRA data.
monthmonth_labelincome_usd
2025-09Sep 202551
2025-10Oct 2025104.81
2025-11Nov 2025109.7
2025-12Dec 202551
2026-01Jan 2026104.81
2026-02Feb 2026109.7
2026-03Mar 202653
2026-04Apr 2026107.76
2026-05May 2026109.7
2026-06Jun 202653
2026-07Jul 2026107.76
2026-08Aug 2026109.7
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
Formats
JSON · CSV · the SQL below

What each column holds

Column definitions for Dividend income from the five-name portfolio, by month, derived from the stored result.
ColumnTypeRangeNotes
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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