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Capital Required โš ๏ธ Medium Risk

Target: $1,000 / Month

Ticker: BEN โ€ข Yield: 5.2% โ€ข Growth (5yr): 4.0%

Sector
Financials
Estimated Capital Needed (Today)
$230,769.23
to generate $1,000 monthly immediately

๐Ÿ’ฐ Net: approx. $846 /mo after tax.

โณ The Waiting Game: Save Money by Holding

Currently, you need $230,769.23. But if BEN grows its dividend by 4.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $8,876
$221,893
Wait 3 Y Save $25,616
$205,153
Wait 5 Y Save $41,094
$189,675
Wait 10 Y Save $74,870
$155,899

*Assumes constant dividend reinvestment is NOT included, only dividend growth.

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โ˜ƒ๏ธ The Snowball Effect (10-Year DRIP)

Reinvesting all dividends with constant yield:

YearTotal ValueMonthly Income
Year 1$242,769+$1,052/mo
Year 3$268,674+$1,164/mo
Year 5$297,342+$1,288/mo
Year 10$383,120+$1,660/mo

Real Life Impact

๐Ÿงฑ Mortgage crusher! Your house is basically paying for itself.

Analysis Breakdown

Introduction

Dreaming of an extra $1000.00 in monthly cash flow? Using Franklin Resources (BEN), you'd need approximately $230,769.23 invested today. We base this on its recent trailing yield of 5.20%.

About BEN

Investors in the Financials sector often watch Franklin Resources (BEN). Stability is the key trait associated with this ticker.

Investment Context

Why BEN? Because at $230,769.23 capital, yield stability becomes your best friend.

Disclaimer: Informational only. Not financial advice. Yields vary. Past performance does not guarantee future results.

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