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Capital Required โš ๏ธ Medium Risk

Target: $3,000 / Month

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

Sector
Financials
Estimated Capital Needed (Today)
$692,307.69
to generate $3,000 monthly immediately

๐Ÿ’ฐ Net: approx. $2,538 /mo after tax.

โณ The Waiting Game: Save Money by Holding

Currently, you need $692,307.69. But if BEN grows its dividend by 4.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $26,627
$665,680
Wait 3 Y Save $76,849
$615,459
Wait 5 Y Save $123,281
$569,026
Wait 10 Y Save $224,609
$467,698

*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$728,308+$3,156/mo
Year 3$806,021+$3,493/mo
Year 5$892,027+$3,865/mo
Year 10$1,149,361+$4,981/mo

Real Life Impact

๐Ÿš€ Financial Freedom approaching! You can quit the rat race.

Analysis Breakdown

Introduction

Dreaming of an extra $3000.00 in monthly cash flow? Using Franklin Resources (BEN), you'd need approximately $692,307.69 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 $692,307.69 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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