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Capital Required โš ๏ธ Medium Risk

Target: $3,000 / Month

Ticker: MS โ€ข Yield: 3.5% โ€ข Growth (5yr): 10.0%

Sector
Financials
Estimated Capital Needed (Today)
$1,028,571.43
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 $1,028,571.43. But if MS grows its dividend by 10.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $93,506
$935,065
Wait 3 Y Save $255,790
$772,781
Wait 5 Y Save $389,909
$638,662
Wait 10 Y Save $632,013
$396,559

*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$1,064,571+$3,105/mo
Year 3$1,140,396+$3,326/mo
Year 5$1,221,620+$3,563/mo
Year 10$1,450,902+$4,232/mo

Real Life Impact

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

Analysis Breakdown

Introduction

Is your goal to generate $3000.00 every month passively? By investing about $1,028,571.43 in Morgan Stanley (MS), you could theoretically hit that mark. This figure assumes the yield holds steady at 3.50%.

About MS

Investors in the Financials sector often watch Morgan Stanley (MS). Stability is the key trait associated with this ticker.

Investment Context

From an investment angle, committing $1,028,571.43 requires conviction in MS's future.

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

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