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Capital Required โš ๏ธ Medium Risk

Target: $3,000 / Month

Ticker: TROW โ€ข Yield: 4.2% โ€ข Growth (5yr): 10.0%

Sector
Financials
Estimated Capital Needed (Today)
$857,142.86
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 $857,142.86. But if TROW grows its dividend by 10.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $77,922
$779,221
Wait 3 Y Save $213,159
$643,984
Wait 5 Y Save $324,925
$532,218
Wait 10 Y Save $526,677
$330,466

*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$893,143+$3,126/mo
Year 3$969,742+$3,394/mo
Year 5$1,052,911+$3,685/mo
Year 10$1,293,393+$4,527/mo

Real Life Impact

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

Analysis Breakdown

Introduction

Looking to cover $3000.00 in monthly bills with dividends? Based on the yield of T. Rowe Price Group (TROW), your target portfolio size is around $857,142.86. Note that this math relies on a 4.20% yield.

About TROW

Traded as TROW, T. Rowe Price Group operates within the Financials space. Stability is the key trait associated with this ticker.

Investment Context

From an investment angle, committing $857,142.86 requires conviction in TROW's future.

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

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