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Capital Required โš ๏ธ Medium Risk

Target: $3,000 / Month

Ticker: VNQ โ€ข Yield: 4.2% โ€ข Growth (5yr): 2.5%

Sector
Real Estate ETF
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 VNQ grows its dividend by 2.5% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $20,906
$836,237
Wait 3 Y Save $61,201
$795,942
Wait 5 Y Save $99,553
$757,589
Wait 10 Y Save $187,544
$669,599

*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

๐Ÿ“‰ Market crash? Who cares! The cash keeps flowing in.

Analysis Breakdown

Introduction

Is your goal to generate $3000.00 every month passively? By investing about $857,142.86 in Vanguard Real Estate ETF (VNQ), you could theoretically hit that mark. We base this on its recent trailing yield of 4.20%.

About VNQ

Investors in the Real Estate ETF sector often watch Vanguard Real Estate ETF (VNQ). Many portfolios hold it for consistency.

Investment Context

Deploying $857,142.86 is a serious step. Ensure VNQ aligns with your risk tolerance.

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

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