Ticker: XLE โข Yield: 3.6% โข Growth (5yr): 4.5%
๐ฐ Net: approx. $2,538 /mo after tax.
Currently, you need $1,000,000. But if XLE grows its dividend by 4.5% annually, you can invest less today and hit your goal later.
*Assumes constant dividend reinvestment is NOT included, only dividend growth.
Reinvesting all dividends with constant yield:
| Year | Total Value | Monthly Income |
|---|---|---|
| Year 1 | $1,036,000 | +$3,108/mo |
| Year 3 | $1,111,935 | +$3,336/mo |
| Year 5 | $1,193,435 | +$3,580/mo |
| Year 10 | $1,424,287 | +$4,273/mo |
๐ Financial Freedom approaching! You can quit the rat race.
Looking to cover $3000.00 in monthly bills with dividends? Using Energy Select Sector SPDR Fund (XLE), you'd need approximately $1,000,000.00 invested today. We base this on its recent trailing yield of 3.60%.
Investors in the Energy ETF sector often watch Energy Select Sector SPDR Fund (XLE). Many portfolios hold it for consistency.
Why XLE? Because at $1,000,000.00 capital, yield stability becomes your best friend.
Disclaimer: Informational only. Not financial advice. Yields vary. Past performance does not guarantee future results.