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Capital Required โš ๏ธ Medium Risk

Target: $3,000 / Month

Ticker: CVS โ€ข Yield: 3.7% โ€ข Growth (5yr): 5.0%

Sector
Healthcare
Estimated Capital Needed (Today)
$972,972.97
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 $972,972.97. But if CVS grows its dividend by 5.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $46,332
$926,641
Wait 3 Y Save $132,482
$840,491
Wait 5 Y Save $210,623
$762,350
Wait 10 Y Save $375,652
$597,321

*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$1,008,973+$3,111/mo
Year 3$1,085,018+$3,345/mo
Year 5$1,166,795+$3,598/mo
Year 10$1,399,228+$4,314/mo

Real Life Impact

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

Analysis Breakdown

Introduction

Planning for a reliable $3000.00 monthly income stream? Based on the yield of CVS Health Corp (CVS), your target portfolio size is around $972,972.97. We base this on its recent trailing yield of 3.70%.

About CVS

Investors in the Healthcare sector often watch CVS Health Corp (CVS). Stability is the key trait associated with this ticker.

Investment Context

Why CVS? Because at $972,972.97 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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