Top AdSense Placeholder
Capital Required โš ๏ธ Medium Risk

Target: $3,000 / Month

Ticker: WELL โ€ข Yield: 3.0% โ€ข Growth (5yr): 3.0%

Sector
Healthcare REIT
Estimated Capital Needed (Today)
$1,200,000
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 $1,200,000. But if WELL grows its dividend by 3.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $34,951
$1,165,049
Wait 3 Y Save $101,830
$1,098,170
Wait 5 Y Save $164,869
$1,035,131
Wait 10 Y Save $307,087
$892,913

*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$1,236,000+$3,090/mo
Year 3$1,311,272+$3,278/mo
Year 5$1,391,129+$3,478/mo
Year 10$1,612,700+$4,032/mo

Real Life Impact

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

Analysis Breakdown

Introduction

Looking to cover $3000.00 in monthly bills with dividends? Based on the yield of Welltower (WELL), your target portfolio size is around $1,200,000.00. We base this on its recent trailing yield of 3.00%.

About WELL

Investors in the Healthcare REIT sector often watch Welltower (WELL). It is generally viewed as a stable income generator.

Investment Context

Deploying $1,200,000.00 is a serious step. Ensure WELL aligns with your risk tolerance.

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

Bottom AdSense