Ticker: WELL โข Yield: 3.0% โข Growth (5yr): 3.0%
๐ฐ Net: approx. $846 /mo after tax.
Currently, you need $400,000. But if WELL grows its dividend by 3.0% annually, you can invest less today and hit your goal later.
*Assumes constant dividend reinvestment is NOT included, only dividend growth.
Reinvesting all dividends with constant yield:
| Year | Total Value | Monthly Income |
|---|---|---|
| Year 1 | $412,000 | +$1,030/mo |
| Year 3 | $437,091 | +$1,093/mo |
| Year 5 | $463,710 | +$1,159/mo |
| Year 10 | $537,567 | +$1,344/mo |
๐งฑ Mortgage crusher! Your house is basically paying for itself.
Looking to cover $1000.00 in monthly bills with dividends? Based on the yield of Welltower (WELL), your target portfolio size is around $400,000.00. We base this on its recent trailing yield of 3.00%.
Investors in the Healthcare REIT sector often watch Welltower (WELL). It is generally viewed as a stable income generator.
Deploying $400,000.00 is a serious step. Ensure WELL aligns with your risk tolerance.
Disclaimer: Informational only. Not financial advice. Yields vary. Past performance does not guarantee future results.