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Capital Required โš ๏ธ Medium Risk

Target: $3,000 / Month

Ticker: DVY โ€ข Yield: 3.9% โ€ข Growth (5yr): 5.0%

Sector
Dividend Equity ETF
Estimated Capital Needed (Today)
$923,076.92
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 $923,076.92. But if DVY grows its dividend by 5.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $43,956
$879,121
Wait 3 Y Save $125,688
$797,389
Wait 5 Y Save $199,822
$723,255
Wait 10 Y Save $356,388
$566,689

*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$959,077+$3,117/mo
Year 3$1,035,344+$3,365/mo
Year 5$1,117,675+$3,632/mo
Year 10$1,353,298+$4,398/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? Using iShares Select Dividend ETF (DVY), you'd need approximately $923,076.92 invested today. This calculation utilizes the current trailing yield of 3.90%.

About DVY

iShares Select Dividend ETF (DVY) is a key player in the Dividend Equity ETF sector. It is generally viewed as a stable income generator.

Investment Context

Deploying $923,076.92 is a serious step. Ensure DVY aligns with your risk tolerance.

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

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