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Capital Required ๐Ÿ›ก๏ธ Low Risk

Target: $3,000 / Month

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

Sector
Consumer Staples
Estimated Capital Needed (Today)
$5,142,857.14
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 $5,142,857.14. But if COST grows its dividend by 12.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $551,020
$4,591,837
Wait 3 Y Save $1,482,273
$3,660,584
Wait 5 Y Save $2,224,662
$2,918,195
Wait 10 Y Save $3,486,995
$1,655,862

*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$5,178,857+$3,021/mo
Year 3$5,251,615+$3,063/mo
Year 5$5,325,395+$3,106/mo
Year 10$5,514,411+$3,217/mo

Real Life Impact

๐Ÿ‘” You are your own boss now. This replaces an average salary.

Analysis Breakdown

Introduction

Dreaming of an extra $3000.00 in monthly cash flow? Based on the yield of Costco Wholesale (COST), your target portfolio size is around $5,142,857.14. 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 $5,142,857.14 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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