Top AdSense Placeholder
Capital Required ๐Ÿ›ก๏ธ Low Risk

Target: $3,000 / Month

Ticker: DUK โ€ข Yield: 4.1% โ€ข Growth (5yr): 2.5%

Sector
Utilities
Estimated Capital Needed (Today)
$878,048.78
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 $878,048.78. But if DUK grows its dividend by 2.5% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $21,416
$856,633
Wait 3 Y Save $62,693
$815,356
Wait 5 Y Save $101,982
$776,067
Wait 10 Y Save $192,118
$685,930

*Assumes constant dividend reinvestment is NOT included, only dividend growth.

Mid-Content AdSense

Adjust Calculation

$
$

โ˜ƒ๏ธ The Snowball Effect (10-Year DRIP)

Reinvesting all dividends with constant yield:

YearTotal ValueMonthly Income
Year 1$914,049+$3,123/mo
Year 3$990,537+$3,384/mo
Year 5$1,073,426+$3,668/mo
Year 10$1,312,278+$4,484/mo

Real Life Impact

โณ You just bought 'Time'. The 9-to-5 grind is now optional.

Analysis Breakdown

Introduction

Dreaming of an extra $3000.00 in monthly cash flow? Based on the yield of Duke Energy (DUK), your target portfolio size is around $878,048.78. Note that this math relies on a 4.10% yield.

About DUK

Duke Energy (DUK) is a key player in the Utilities sector. It is generally viewed as a stable income generator.

Investment Context

From an investment angle, committing $878,048.78 requires conviction in DUK's future.

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

Bottom AdSense