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Capital Required ๐Ÿ›ก๏ธ Low Risk

Target: $500 / Month

Ticker: COST โ€ข Yield: 0.7% โ€ข Growth (5yr): 12.0%

Sector
Consumer Staples
Estimated Capital Needed (Today)
$857,142.86
to generate $500 monthly immediately

๐Ÿ’ฐ Net: approx. $423 /mo after tax.

โณ The Waiting Game: Save Money by Holding

Currently, you need $857,142.86. But if COST grows its dividend by 12.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $91,837
$765,306
Wait 3 Y Save $247,046
$610,097
Wait 5 Y Save $370,777
$486,366
Wait 10 Y Save $581,166
$275,977

*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$863,143+$503/mo
Year 3$875,269+$511/mo
Year 5$887,566+$518/mo
Year 10$919,069+$536/mo

Real Life Impact

๐Ÿฅ Health Insurance premiums covered. Peace of mind secured.

Analysis Breakdown

Introduction

Dreaming of an extra $500.00 in monthly cash flow? Based on the yield of Costco Wholesale (COST), your target portfolio size is around $857,142.86. We base this on its recent trailing yield of 0.70%.

About COST

Traded as COST, Costco Wholesale operates within the Consumer Staples space. Many portfolios hold it for consistency.

Investment Context

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

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

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