修正して円ベースでの年間配当にしてみた。
ドルベースでは、連続年間配当増だが、増配以上に為替の影響によって、
円ベースでは減配になる年度がある。2008、2009、2011、2016年度が該当する。
為替の影響で減配の年があったとしても、19年間の増配率の平均値は、
ドル円とも10%台の似たり寄ったりで、為替の影響はそれほど大きくないのか！？。
| Johnson & Johnson | ||||
| 年度 | 年間配当(ドル) | 増配率(ドル) | 年間配当(円) | 増配率(円) |
| 2000 | $0.62 | ￥67.09 | ||
| 2001 | $0.70 | 12.90% | ￥84.45 | 25.88% |
| 2002 | $0.80 | 13.57% | ￥98.39 | 16.50% |
| 2003 | $0.93 | 16.35% | ￥107.18 | 8.93% |
| 2004 | $1.10 | 18.38% | ￥119.42 | 11.43% |
| 2005 | $1.28 | 16.44% | ￥141.29 | 18.31% |
| 2006 | $1.46 | 14.12% | ￥167.91 | 18.84% |
| 2007 | $1.62 | 11.34% | ￥188.99 | 12.56% |
| 2008 | $1.80 | 10.80% | ￥187.09 | -1.01% |
| 2009 | $1.93 | 7.52% | ￥178.93 | -4.36% |
| 2010 | $2.11 | 9.33% | ￥185.47 | 3.66% |
| 2011 | $2.25 | 6.64% | ￥178.43 | -3.79% |
| 2012 | $2.40 | 6.67% | ￥192.93 | 8.12% |
| 2013 | $2.59 | 7.92% | ￥256.30 | 32.84% |
| 2014 | $2.76 | 6.56% | ￥294.07 | 14.74% |
| 2015 | $2.95 | 6.88% | ￥357.75 | 21.65% |
| 2016 | $3.15 | 6.78% | ￥341.41 | -4.57% |
| 2017 | $3.32 | 5.40% | ￥368.83 | 8.03% |
| 2018 | $3.54 | 6.63% | ￥390.46 | 5.86% |
| 増配率平均 | 10.23% | 10.76% | ||
| 2000年からの円ベースでの配当倍率 | 5.82倍 | |||
日本で連続配当銘柄の「花王」も同様に作成。
| 花王 | ||||
| 年度 | 年間配当(円) | 増配率(円) | ||
| 2000 | ￥24.00 | |||
| 2001 | ￥26.00 | 8.33% | ||
| 2002 | ￥30.00 | 15.38% | ||
| 2003 | ￥32.00 | 6.67% | ||
| 2004 | ￥38.00 | 18.75% | ||
| 2005 | ￥50.00 | 31.58% | ||
| 2006 | ￥52.00 | 4.00% | ||
| 2007 | ￥54.00 | 3.85% | ||
| 2008 | ￥56.00 | 3.70% | ||
| 2009 | ￥57.00 | 1.79% | ||
| 2010 | ￥58.00 | 1.75% | ||
| 2011 | ￥60.00 | 3.45% | ||
| 2012 | ￥62.00 | 3.33% | ||
| 2013 | ￥64.00 | 3.23% | ||
| 2014 | ￥70.00 | 9.38% | ||
| 2015 | ￥80.00 | 14.29% | ||
| 2016 | ￥94.00 | 17.50% | ||
| 2017 | ￥110.00 | 17.02% | ||
| 2018 | ￥120.00 | 9.09% | ||
| 増配率平均 | 9.62% | |||
| 2000年からの円ベースでの配当倍率 | 5.00倍 | |||
日本で配当生活するなら、花王のほうが良いかというと、
そうとも言い切れない点がある。
下記の2点で、J&Jが円ベースで花王より良い数値を出しているから。
- 2000年からの2018年までの配当増加は、J&Jで5.8倍、花王は5倍。
- 2000年からの円ベースでの増配率平均は、J&Jで10.76%、花王は9.62%。
増配率をグラフにすると、J&Jのドルベースでの増配率が
花王の円配当の増配率傾向よりも良い点が２つ。
・ボラが低いこと
・最低でも5%以上は確保されていること
参考までに上記の表の算出データを下記に公開。
| JNJ | |||||||
| Date | ドル配当 | 年間配当 | 増配率 | 為替 | 円配当 | 年間配当 | 増配率 |
| 2000-02-11 | $0.14 | ￥108.75 | ￥15.23 | ||||
| 2000-05-19 | $0.16 | ￥106.98 | ￥17.12 | ||||
| 2000-08-18 | $0.16 | ￥108.37 | ￥17.34 | ||||
| 2000-11-17 | $0.16 | $0.62 | ￥108.80 | ￥17.41 | ￥67.09 | ||
| 2001-02-15 | $0.16 | ￥115.39 | ￥18.46 | ||||
| 2001-05-18 | $0.18 | ￥123.48 | ￥22.23 | ||||
| 2001-08-17 | $0.18 | ￥120.23 | ￥21.64 | ||||
| 2001-11-16 | $0.18 | $0.70 | 12.90% | ￥122.90 | ￥22.12 | ￥84.45 | 25.88% |
| 2002-02-14 | $0.18 | ￥132.07 | ￥23.77 | ||||
| 2002-05-17 | $0.21 | ￥125.94 | ￥25.82 | ||||
| 2002-08-16 | $0.21 | ￥117.56 | ￥24.10 | ||||
| 2002-11-15 | $0.21 | $0.80 | 13.57% | ￥120.48 | ￥24.70 | ￥98.39 | 16.50% |
| 2003-02-13 | $0.21 | ￥120.62 | ￥24.73 | ||||
| 2003-05-16 | $0.24 | ￥116.08 | ￥27.86 | ||||
| 2003-08-15 | $0.24 | ￥119.15 | ￥28.60 | ||||
| 2003-11-14 | $0.24 | $0.93 | 16.35% | ￥108.31 | ￥25.99 | ￥107.18 | 8.93% |
| 2004-02-12 | $0.24 | ￥105.38 | ￥25.29 | ||||
| 2004-05-14 | $0.29 | ￥114.05 | ￥32.50 | ||||
| 2004-08-13 | $0.29 | ￥110.70 | ￥31.55 | ||||
| 2004-11-12 | $0.29 | $1.10 | 18.38% | ￥105.54 | ￥30.08 | ￥119.42 | 11.43% |
| 2005-02-11 | $0.29 | ￥105.68 | ￥30.12 | ||||
| 2005-05-13 | $0.33 | ￥107.29 | ￥35.41 | ||||
| 2005-08-19 | $0.33 | ￥110.47 | ￥36.46 | ||||
| 2005-11-18 | $0.33 | $1.28 | 16.44% | ￥119.11 | ￥39.31 | ￥141.29 | 18.31% |
| 2006-02-24 | $0.33 | ￥116.85 | ￥38.56 | ||||
| 2006-05-25 | $0.38 | ￥111.78 | ￥41.92 | ||||
| 2006-08-25 | $0.38 | ￥117.28 | ￥43.98 | ||||
| 2006-11-24 | $0.38 | $1.46 | 14.12% | ￥115.86 | ￥43.45 | ￥167.91 | 18.84% |
| 2007-02-23 | $0.38 | ￥121.03 | ￥45.39 | ||||
| 2007-05-24 | $0.42 | ￥121.35 | ￥50.36 | ||||
| 2007-08-24 | $0.42 | ￥116.38 | ￥48.30 | ||||
| 2007-11-23 | $0.42 | $1.62 | 11.34% | ￥108.31 | ￥44.95 | ￥188.99 | 12.56% |
| 2008-02-22 | $0.42 | ￥107.21 | ￥44.49 | ||||
| 2008-05-22 | $0.46 | ￥104.05 | ￥47.86 | ||||
| 2008-08-22 | $0.46 | ￥110.08 | ￥50.64 | ||||
| 2008-11-21 | $0.46 | $1.80 | 10.80% | ￥95.86 | ￥44.10 | ￥187.09 | -1.01% |
| 2009-02-20 | $0.46 | ￥93.13 | ￥42.84 | ||||
| 2009-05-21 | $0.49 | ￥94.45 | ￥46.28 | ||||
| 2009-08-21 | $0.49 | ￥94.37 | ￥46.24 | ||||
| 2009-11-20 | $0.49 | $1.93 | 7.52% | ￥88.91 | ￥43.57 | ￥178.93 | -4.36% |
| 2010-02-19 | $0.49 | ￥91.59 | ￥44.88 | ||||
| 2010-05-27 | $0.54 | ￥91.06 | ￥49.17 | ||||
| 2010-08-27 | $0.54 | ￥85.19 | ￥46.00 | ||||
| 2010-11-26 | $0.54 | $2.11 | 9.33% | ￥84.10 | ￥45.41 | ￥185.47 | 3.66% |
| 2011-02-25 | $0.54 | ￥81.67 | ￥44.10 | ||||
| 2011-05-26 | $0.57 | ￥81.34 | ￥46.36 | ||||
| 2011-08-26 | $0.57 | ￥76.60 | ￥43.66 | ||||
| 2011-11-25 | $0.57 | $2.25 | 6.64% | ￥77.73 | ￥44.31 | ￥178.43 | -3.79% |
| 2012-02-24 | $0.57 | ￥80.97 | ￥46.15 | ||||
| 2012-05-24 | $0.61 | ￥79.56 | ￥48.53 | ||||
| 2012-08-24 | $0.61 | ￥78.65 | ￥47.98 | ||||
| 2012-11-23 | $0.61 | $2.40 | 6.67% | ￥82.41 | ￥50.27 | ￥192.93 | 8.12% |
| 2013-02-22 | $0.61 | ￥93.38 | ￥56.96 | ||||
| 2013-05-23 | $0.66 | ￥102.01 | ￥67.33 | ||||
| 2013-08-23 | $0.66 | ￥98.74 | ￥65.17 | ||||
| 2013-11-22 | $0.66 | $2.59 | 7.92% | ￥101.27 | ￥66.84 | ￥256.30 | 32.84% |
| 2014-02-21 | $0.66 | ￥102.52 | ￥67.66 | ||||
| 2014-05-22 | $0.70 | ￥101.72 | ￥71.20 | ||||
| 2014-08-22 | $0.70 | ￥103.92 | ￥72.74 | ||||
| 2014-11-21 | $0.70 | $2.76 | 6.56% | ￥117.80 | ￥82.46 | ￥294.07 | 14.74% |
| 2015-02-20 | $0.70 | ￥119.01 | ￥83.31 | ||||
| 2015-05-21 | $0.75 | ￥121.02 | ￥90.77 | ||||
| 2015-08-21 | $0.75 | ￥122.01 | ￥91.51 | ||||
| 2015-11-20 | $0.75 | $2.95 | 6.88% | ￥122.89 | ￥92.17 | ￥357.75 | 21.65% |
| 2016-02-19 | $0.75 | ￥112.54 | ￥84.41 | ||||
| 2016-05-20 | $0.80 | ￥110.14 | ￥88.11 | ||||
| 2016-08-19 | $0.80 | ￥100.20 | ￥80.16 | ||||
| 2016-11-18 | $0.80 | $3.15 | 6.78% | ￥110.91 | ￥88.73 | ￥341.41 | -4.57% |
| 2017-02-24 | $0.80 | ￥112.18 | ￥89.74 | ||||
| 2017-05-25 | $0.84 | ￥111.82 | ￥93.93 | ||||
| 2017-08-25 | $0.84 | ￥109.34 | ￥91.85 | ||||
| 2017-11-27 | $0.84 | $3.32 | 5.40% | ￥111.09 | ￥93.32 | ￥368.83 | 8.03% |
| 2018-02-26 | $0.84 | ￥106.92 | ￥89.81 | ||||
| 2018-05-25 | $0.90 | ￥109.38 | ￥98.44 | ||||
| 2018-08-27 | $0.90 | ￥111.08 | ￥99.97 | ||||
| 2018-11-26 | $0.90 | $3.54 | 6.63% | ￥113.59 | ￥102.23 | ￥390.46 | 5.86% |
| 2019-02-25 | $0.90 | ￥111.06 | ￥99.95 | ||||
| 2019-05-24 | $0.95 | ￥109.29 | ￥103.83 | ||||
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