DATA ANALYSIS -- Some Interesting Insights from the Dividend Farmer Universe from 1/2/2025 through 12/31/2025
A bit of extra math to see how it all holds together
As always, please read our disclaimer.
This post is part of our January Run. 26 sectors, 647 dividend paying stocks, all for $5/month.
“Data Analysis” is post 31 of 31 in the January run!
Whew. That is a lot of dividends.
Our next run (“The April Run”) will be in April 2026, covering First Quarter numbers (January 1 - March 31).
Until then, we will be keeping you up to date on things like Weekly Payers, YieldMax, as well as other companies’ stables of dividend-paying products.
If you haven’t signed up yet for a paid subscription, now is a great time to do so as you get full access to the January Run.
Data Analysis
We thought you might enjoy a few summaries from this current run 1/2/2025 - 12/31/2025.
Overall, we covered 647 dividend paying stocks across 26 sectors and indices.
So if you take the 591 (non-repeating) stocks and weight them equally, here’s what you get.
What’s interesting here is that across all 591 of those stocks, you ended up with a 6.88% average yield plus a 11.90% average gain—or a 18.78% average yield + capital gain over the past year.
Then we can trim things down a bit and you can take the Top 100 by Gain:
And the Top 100 by Yield:
And you can combine those into a 200 stock portfolio which would have looked like this:
A 59.32% Yield + Capital Gain return, of which 14.13% was yield. Not too shabby.
You can trim things down even further to the top 50 by gains:
And the top 50 by yield:
And combine those to get a 100 stock blend that looks like this:
With a 82.13% yield + capital gain, 17.89% of which was yield.
And finally, you can do the same thing with the top 25 by gain:
And the top 25 by yield:
To get a 50 stock blend that looks like this:
Unfortunately, you wouldn’t have been able to pick all of the top gainers (no one has a crystal ball), so a 50 stock portfolio (top 25 yields + top 25 capital gains) that returned 111.01% in yield + capital gains over the past year is pretty unrealistic.
That 111.01% included 24.09% in yield.
Or, overall, 9.29% per month in yield + capital gains — using a mix of high returns and high dividend payers.
You wouldn’t have been able to pick all of the top dividend payers either, for the same reason: no one can predict the future.
That said, the universe of dividend paying stocks does provide a kind of interesting lens through which to look at the rest of the market.
And what you’re really after with all of this is creating a “team” of dividend stocks that — metaphorically speaking — can create a 20-win streak, just like the Oakland A’s.
Did the Oakland A’s win the World Series that year? Nope. But that 20-win streak was something no team had ever done before in professional baseball history.
So you might not be able to pick the “perfect” team of dividend stocks that does all the right things — just like you can never pick the “perfect” fantasy football team (note the word “fantasy” in that phrase).
However, with a bit of study — and a bit of luck — you just might pick your own championship team of dividend stocks with the data you find here at Dividend Farmer.
We can’t provide specific investment advice. But the combinations above do provide some further insight into the whole idea that with a bit of research you can create your own dynamic DIY dividend portfolios.
And that yes, Moneyball for Dividends might just be a thing.
