サイトアイコン ごみ投資家の米国株配当成長投資

【配当成長投資】2023年のYOC

&NewLine;<&excl;-- WP QUADS Content Ad Plugin v&period; 3&period;0&period;4 -->&NewLine;<div class&equals;"quads-location quads-ad1" id&equals;"quads-ad1" style&equals;"float&colon;none&semi;margin&colon;1px 0 1px 0&semi;text-align&colon;center&semi;">&NewLine;&NewLine;<&sol;div>&NewLine;&NewLine;<figure class&equals;"wp-block-image"><img src&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;wp-content&sol;uploads&sol;2019&sol;02&sol;c84aae37749497728dbc5c0ac2f26515-1024x536&period;png" alt&equals;"" class&equals;"wp-image-2830"&sol;><&sol;figure>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">2017年前、<strong>YOC<&sol;strong>という魅力的な単語についての記事を書きました。<br><a href&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;yoc&sol;">YOC、それは配当成長投資家にとって魅惑の指標<&sol;a><br>YOCは、「受取配当金総額÷投資元本」で計算できます。日本語に訳すと投資元本利回りでしょうか。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">夢のような配当利回りを目指す、その経過をお届けします。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<h2 class&equals;"wp-block-heading">2023年のYOC<&sol;h2>&NewLine;&NewLine;&NewLine;&NewLine;<table id&equals;"tablepress-YOC2023" class&equals;"tablepress tablepress-id-YOC2023">&NewLine;<thead>&NewLine;<tr class&equals;"row-1">&NewLine;&Tab;<th class&equals;"column-1">Name<&sol;th><th class&equals;"column-2">Sector<&sol;th><th class&equals;"column-3">Net yield<br &sol;>&NewLine;&lpar;On cost&rpar;<&sol;th><th class&equals;"column-4">Net yield<br &sol;>&NewLine;&lpar;Current&rpar;<&sol;th><th class&equals;"column-5">Net dividends received 2024 &lpar;&dollar;&rpar;<br &sol;>&NewLine;<&sol;th><th class&equals;"column-6">Lifetime &lpar;&dollar;&rpar;<&sol;th><th class&equals;"column-7">Total gain<&sol;th>&NewLine;<&sol;tr>&NewLine;<&sol;thead>&NewLine;<tbody class&equals;"row-striping row-hover">&NewLine;<tr class&equals;"row-2">&NewLine;&Tab;<td class&equals;"column-1">CME<&sol;td><td class&equals;"column-2">Financials<&sol;td><td class&equals;"column-3">6&period;80&percnt;<&sol;td><td class&equals;"column-4">4&period;12&percnt;<&sol;td><td class&equals;"column-5">368&period;46<&sol;td><td class&equals;"column-6">1&comma;975&period;92<&sol;td><td class&equals;"column-7">101&period;59&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-3">&NewLine;&Tab;<td class&equals;"column-1">British American Tobacco<&sol;td><td class&equals;"column-2">Consumer Defensive<&sol;td><td class&equals;"column-3">6&period;51&percnt;<&sol;td><td class&equals;"column-4">7&period;14&percnt;<&sol;td><td class&equals;"column-5">361&period;93<&sol;td><td class&equals;"column-6">2&comma;078&period;05<&sol;td><td class&equals;"column-7">28&period;53&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-4">&NewLine;&Tab;<td class&equals;"column-1">Philip Morris International Inc&period;<&sol;td><td class&equals;"column-2">Consumer Defensive<&sol;td><td class&equals;"column-3">6&period;24&percnt;<&sol;td><td class&equals;"column-4">5&period;10&percnt;<&sol;td><td class&equals;"column-5">443&period;03<&sol;td><td class&equals;"column-6">2&comma;701&period;75<&sol;td><td class&equals;"column-7">60&period;44&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-5">&NewLine;&Tab;<td class&equals;"column-1">ONEOK&comma; Inc&period;<&sol;td><td class&equals;"column-2">Energy<&sol;td><td class&equals;"column-3">6&period;00&percnt;<&sol;td><td class&equals;"column-4">3&period;31&percnt;<&sol;td><td class&equals;"column-5">284&period;82<&sol;td><td class&equals;"column-6">1&comma;670&period;99<&sol;td><td class&equals;"column-7">116&period;57&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-6">&NewLine;&Tab;<td class&equals;"column-1">Unilever PLC ADR<&sol;td><td class&equals;"column-2">Consumer Defensive<&sol;td><td class&equals;"column-3">4&period;23&percnt;<&sol;td><td class&equals;"column-4">3&period;30&percnt;<&sol;td><td class&equals;"column-5">268&period;64<&sol;td><td class&equals;"column-6">1&comma;611&period;22<&sol;td><td class&equals;"column-7">53&period;41&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-7">&NewLine;&Tab;<td class&equals;"column-1">3M<&sol;td><td class&equals;"column-2">Industrials<&sol;td><td class&equals;"column-3">4&period;12&percnt;<&sol;td><td class&equals;"column-4">6&period;75&percnt;<&sol;td><td class&equals;"column-5">172&period;8<&sol;td><td class&equals;"column-6">675&period;01<&sol;td><td class&equals;"column-7">-22&period;81&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-8">&NewLine;&Tab;<td class&equals;"column-1">Amgen&comma; Inc&period;<&sol;td><td class&equals;"column-2">Healthcare<&sol;td><td class&equals;"column-3">3&period;82&percnt;<&sol;td><td class&equals;"column-4">1&period;94&percnt;<&sol;td><td class&equals;"column-5">227&period;64<&sol;td><td class&equals;"column-6">1&comma;181&period;89<&sol;td><td class&equals;"column-7">116&period;22&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-9">&NewLine;&Tab;<td class&equals;"column-1">Chevron Corporation<&sol;td><td class&equals;"column-2">Energy<&sol;td><td class&equals;"column-3">3&period;62&percnt;<&sol;td><td class&equals;"column-4">2&period;63&percnt;<&sol;td><td class&equals;"column-5">268&period;97<&sol;td><td class&equals;"column-6">1&comma;701&period;16<&sol;td><td class&equals;"column-7">60&period;54&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-10">&NewLine;&Tab;<td class&equals;"column-1">Caterpillar Inc&period;<&sol;td><td class&equals;"column-2">Industrials<&sol;td><td class&equals;"column-3">3&period;56&percnt;<&sol;td><td class&equals;"column-4">1&period;07&percnt;<&sol;td><td class&equals;"column-5">123&period;21<&sol;td><td class&equals;"column-6">808&period;94<&sol;td><td class&equals;"column-7">256&period;37&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-11">&NewLine;&Tab;<td class&equals;"column-1">Verizon Communications Inc&period;<&sol;td><td class&equals;"column-2">Telecom<&sol;td><td class&equals;"column-3">3&period;53&percnt;<&sol;td><td class&equals;"column-4">4&period;23&percnt;<&sol;td><td class&equals;"column-5">221&period;72<&sol;td><td class&equals;"column-6">1&comma;226&period;93<&sol;td><td class&equals;"column-7">3&period;13&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-12">&NewLine;&Tab;<td class&equals;"column-1">Diageo<&sol;td><td class&equals;"column-2">Consumer Defensive<&sol;td><td class&equals;"column-3">3&period;38&percnt;<&sol;td><td class&equals;"column-4">3&period;02&percnt;<&sol;td><td class&equals;"column-5">145&period;59<&sol;td><td class&equals;"column-6">893&period;77<&sol;td><td class&equals;"column-7">32&period;73&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-13">&NewLine;&Tab;<td class&equals;"column-1">Abbott Labs<&sol;td><td class&equals;"column-2">Healthcare<&sol;td><td class&equals;"column-3">3&period;06&percnt;<&sol;td><td class&equals;"column-4">1&period;38&percnt;<&sol;td><td class&equals;"column-5">125&period;58<&sol;td><td class&equals;"column-6">636&period;58<&sol;td><td class&equals;"column-7">136&period;98&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-14">&NewLine;&Tab;<td class&equals;"column-1">Lockheed Martin<&sol;td><td class&equals;"column-2">Industrials<&sol;td><td class&equals;"column-3">2&period;99&percnt;<&sol;td><td class&equals;"column-4">1&period;83&percnt;<&sol;td><td class&equals;"column-5">205&period;18<&sol;td><td class&equals;"column-6">969&period;58<&sol;td><td class&equals;"column-7">77&period;44&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-15">&NewLine;&Tab;<td class&equals;"column-1">Johnson &amp&semi; Johnson<&sol;td><td class&equals;"column-2">Healthcare<&sol;td><td class&equals;"column-3">2&period;97&percnt;<&sol;td><td class&equals;"column-4">2&period;26&percnt;<&sol;td><td class&equals;"column-5">178&period;36<&sol;td><td class&equals;"column-6">1&comma;166&period;61<&sol;td><td class&equals;"column-7">50&period;84&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-16">&NewLine;&Tab;<td class&equals;"column-1">Procter &amp&semi; Gamble Co<&sol;td><td class&equals;"column-2">Consumer Defensive<&sol;td><td class&equals;"column-3">2&period;91&percnt;<&sol;td><td class&equals;"column-4">1&period;54&percnt;<&sol;td><td class&equals;"column-5">176&period;82<&sol;td><td class&equals;"column-6">1&comma;023&period;09<&sol;td><td class&equals;"column-7">105&period;78&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-17">&NewLine;&Tab;<td class&equals;"column-1">Novo Nordisk<&sol;td><td class&equals;"column-2">Healthcare<&sol;td><td class&equals;"column-3">2&period;70&percnt;<&sol;td><td class&equals;"column-4">0&period;40&percnt;<&sol;td><td class&equals;"column-5">159&period;14<&sol;td><td class&equals;"column-6">791&period;26<&sol;td><td class&equals;"column-7">595&period;45&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-18">&NewLine;&Tab;<td class&equals;"column-1">Hormel Foods<&sol;td><td class&equals;"column-2">Consumer Defensive<&sol;td><td class&equals;"column-3">2&period;16&percnt;<&sol;td><td class&equals;"column-4">2&period;57&percnt;<&sol;td><td class&equals;"column-5">115&period;03<&sol;td><td class&equals;"column-6">495&period;53<&sol;td><td class&equals;"column-7">-6&period;90&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-19">&NewLine;&Tab;<td class&equals;"column-1">Wal-Mart Stores&comma; Inc&period;<&sol;td><td class&equals;"column-2">Consumer Defensive<&sol;td><td class&equals;"column-3">1&period;96&percnt;<&sol;td><td class&equals;"column-4">0&period;78&percnt;<&sol;td><td class&equals;"column-5">77&period;66<&sol;td><td class&equals;"column-6">513&period;88<&sol;td><td class&equals;"column-7">165&period;38&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-20">&NewLine;&Tab;<td class&equals;"column-1">Nestle<&sol;td><td class&equals;"column-2">Consumer Defensive<&sol;td><td class&equals;"column-3">1&period;76&percnt;<&sol;td><td class&equals;"column-4">1&period;34&percnt;<&sol;td><td class&equals;"column-5">117&period;17<&sol;td><td class&equals;"column-6">726&period;75<&sol;td><td class&equals;"column-7">42&period;15&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-21">&NewLine;&Tab;<td class&equals;"column-1">Taiwan Semiconductor Manufacturing Co<&sol;td><td class&equals;"column-2">Technology<&sol;td><td class&equals;"column-3">1&period;52&percnt;<&sol;td><td class&equals;"column-4">0&period;69&percnt;<&sol;td><td class&equals;"column-5">83&period;76<&sol;td><td class&equals;"column-6">83&period;76<&sol;td><td class&equals;"column-7">121&period;95&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-22">&NewLine;&Tab;<td class&equals;"column-1">Visa Inc<&sol;td><td class&equals;"column-2">Technology<&sol;td><td class&equals;"column-3">1&period;48&percnt;<&sol;td><td class&equals;"column-4">0&period;49&percnt;<&sol;td><td class&equals;"column-5">71&period;07<&sol;td><td class&equals;"column-6">330&period;32<&sol;td><td class&equals;"column-7">209&period;85&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-23">&NewLine;&Tab;<td class&equals;"column-1">S&amp&semi;P Global Inc<&sol;td><td class&equals;"column-2">Financials<&sol;td><td class&equals;"column-3">1&period;29&percnt;<&sol;td><td class&equals;"column-4">0&period;59&percnt;<&sol;td><td class&equals;"column-5">64&period;83<&sol;td><td class&equals;"column-6">278&period;29<&sol;td><td class&equals;"column-7">123&period;64&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-24">&NewLine;&Tab;<td class&equals;"column-1">Rollins Inc<&sol;td><td class&equals;"column-2">Industrials<&sol;td><td class&equals;"column-3">1&period;18&percnt;<&sol;td><td class&equals;"column-4">0&period;89&percnt;<&sol;td><td class&equals;"column-5">70&period;35<&sol;td><td class&equals;"column-6">235&period;67<&sol;td><td class&equals;"column-7">36&period;83&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-25">&NewLine;&Tab;<td class&equals;"column-1">Microsoft<&sol;td><td class&equals;"column-2">Technology<&sol;td><td class&equals;"column-3">1&period;05&percnt;<&sol;td><td class&equals;"column-4">0&period;44&percnt;<&sol;td><td class&equals;"column-5">61&period;44<&sol;td><td class&equals;"column-6">186&period;71<&sol;td><td class&equals;"column-7">141&period;71&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-26">&NewLine;&Tab;<td class&equals;"column-1">Sherwin-Williams Co<&sol;td><td class&equals;"column-2">Basic Materials<&sol;td><td class&equals;"column-3">0&period;78&percnt;<&sol;td><td class&equals;"column-4">0&period;62&percnt;<&sol;td><td class&equals;"column-5">37&period;65<&sol;td><td class&equals;"column-6">46&period;71<&sol;td><td class&equals;"column-7">26&period;43&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-27">&NewLine;&Tab;<td class&equals;"column-1">Zoetis Inc&period;<&sol;td><td class&equals;"column-2">Healthcare<&sol;td><td class&equals;"column-3">0&period;51&percnt;<&sol;td><td class&equals;"column-4">0&period;50&percnt;<&sol;td><td class&equals;"column-5">41&period;4<&sol;td><td class&equals;"column-6">71&period;72<&sol;td><td class&equals;"column-7">2&period;73&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-28">&NewLine;&Tab;<td class&equals;"column-1">Nvidia Corp<&sol;td><td class&equals;"column-2">Technology<&sol;td><td class&equals;"column-3">0&period;04&percnt;<&sol;td><td class&equals;"column-4">0&period;07&percnt;<&sol;td><td class&equals;"column-5">2&period;37<&sol;td><td class&equals;"column-6">5&period;07<&sol;td><td class&equals;"column-7">-37&period;94&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-29">&NewLine;&Tab;<td class&equals;"column-1">Boeing Inc<&sol;td><td class&equals;"column-2">Industrials<&sol;td><td class&equals;"column-3">0&period;00&percnt;<&sol;td><td class&equals;"column-4">0&period;00&percnt;<&sol;td><td class&equals;"column-5"> &&num;8211&semi; <&sol;td><td class&equals;"column-6">167&period;87<&sol;td><td class&equals;"column-7">11&period;31&percnt;<&sol;td>&NewLine;<&sol;tr>&NewLine;<&sol;tbody>&NewLine;<&sol;table>&NewLine;<&excl;-- &num;tablepress-YOC2023 from cache -->&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">※税引き後の配当利回り<&sol;p>&NewLine;<&excl;-- WP QUADS Content Ad Plugin v&period; 3&period;0&period;4 -->&NewLine;<div class&equals;"quads-location quads-ad2" id&equals;"quads-ad2" style&equals;"float&colon;none&semi;margin&colon;2px 0 2px 0&semi;text-align&colon;center&semi;">&NewLine;&NewLine;<&sol;div>&NewLine;&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph"><a href&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;201812yoc&sol;">【配当成長投資】2018年のYOC<&sol;a>では、ONEOK、CME、BTIの順でした。<br>5年たった2023年も顔ぶれは変わりませんが、配当利回りがグンと上がってます。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<figure class&equals;"wp-block-table"><table><tbody><tr><td><strong>Ticker<&sol;strong><&sol;td><td><strong>2018<&sol;strong><&sol;td><td><strong>2023<&sol;strong><&sol;td><&sol;tr><tr><td>CME<&sol;td><td>5&period;20<&sol;td><td>6&period;80<&sol;td><&sol;tr><tr><td>BTI<&sol;td><td>5&period;12<&sol;td><td>6&period;51<&sol;td><&sol;tr><tr><td>PM<&sol;td><td>3&period;93<&sol;td><td>6&period;24<&sol;td><&sol;tr><tr><td>OKE<&sol;td><td>5&period;49<&sol;td><td>6&period;00<&sol;td><&sol;tr><tr><td>UN<&sol;td><td>4&period;50<&sol;td><td>4&period;23<&sol;td><&sol;tr><&sol;tbody><&sol;table><figcaption class&equals;"wp-element-caption">配当利回りの比較<&sol;figcaption><&sol;figure>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">上位5銘柄を比較してみました。総じて配当利回りが上がっています。<br>ユニリーバはなぜか下がってます・・・ ポンド&srarr;ドルの関係と思われます。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<h2 class&equals;"wp-block-heading">YOCは、長期投資の楽しみの1つ<&sol;h2>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">このまま持ち続けていたら、ベテラン投資家のように10&percnt;超も夢ではないような気がしています。<br>税引き後で計算しているので、税前だったら6&period;80&percnt;&srarr;8&period;16&percnt;となりますし。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">自分でコントロールできる「株数を増やすこと」に注力しつつ、優良企業の増配に期待し相乗効果で配当を増やしていくという戦略がとれることを実感してきました。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph"><strong>株数増加 ✕ 連続増配<&sol;strong><&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">2018年は2&comma;916ドルだった配当も、2023年は4&comma;492ドルに増えました。5年で<strong>1&period;5倍<&sol;strong>になっています。<br>マーケットバリューの方は、179&comma;364&srarr;331&comma;615ドルと<strong>1&period;84倍<&sol;strong>です。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<h2 class&equals;"wp-block-heading">収穫の時期は20年後なので、今は無配当企業への投資でも良い<&sol;h2>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">以前は、連続増配企業に夢中になっていましたが、現在無配当企業でも、エコノミックモートを有した収益力の高い企業であれば、投資して良いと考えるようになりました。<br>実際、アルファベット&lpar;Google&rpar;も無敗でしたが、配当を出すようになりました。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<blockquote class&equals;"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">&NewLine;<p class&equals;"wp-block-paragraph">配当は1株当たり0.20ドルで、自社株買いは最大700億ドル<&sol;p>&NewLine;<cite><a href&equals;"https&colon;&sol;&sol;jp&period;reuters&period;com&sol;markets&sol;world-indices&sol;SXC3RZSKX5M2BBS2IXQYCGKVC4-2024-04-25&sol;">米アルファベット、第1四半期は収益予想上回る 初の配当発表 &vert; ロイター<&sol;a><&sol;cite><&sol;blockquote>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">ビジネスが強靭でROEが高く、フリー・キャッシュ・フローがウハウハな企業を保有し続けます。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">May Dividend Be With You&period;&NewLine;<&excl;-- WP QUADS Content Ad Plugin v&period; 3&period;0&period;4 -->&NewLine;<div class&equals;"quads-location quads-ad3" id&equals;"quads-ad3" style&equals;"float&colon;none&semi;margin&colon;1px 0 1px 0&semi;text-align&colon;center&semi;">&NewLine;&NewLine;<&sol;div>&NewLine;&NewLine;

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