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Capital Required ๐Ÿ›ก๏ธ Low Risk

Target: $1,000 / Month

Ticker: COST โ€ข Yield: 0.7% โ€ข Growth (5yr): 12.0%

Sector
Consumer Staples
Estimated Capital Needed (Today)
$1,714,285.71
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 $1,714,285.71. But if COST grows its dividend by 12.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $183,673
$1,530,612
Wait 3 Y Save $494,091
$1,220,195
Wait 5 Y Save $741,554
$972,732
Wait 10 Y Save $1,162,332
$551,954

*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$1,726,286+$1,007/mo
Year 3$1,750,538+$1,021/mo
Year 5$1,775,132+$1,035/mo
Year 10$1,838,137+$1,072/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? Based on the yield of Costco Wholesale (COST), your target portfolio size is around $1,714,285.71. We base this on its recent trailing yield of 0.70%.

About COST

Traded as COST, Costco Wholesale operates within the Consumer Staples space. Many portfolios hold it for consistency.

Investment Context

Deploying $1,714,285.71 is a serious step. Ensure COST aligns with your risk tolerance.

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

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