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Capital Required โš ๏ธ Medium Risk

Target: $500 / Month

Ticker: CVS โ€ข Yield: 3.7% โ€ข Growth (5yr): 5.0%

Sector
Healthcare
Estimated Capital Needed (Today)
$162,162.16
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 $162,162.16. But if CVS grows its dividend by 5.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $7,722
$154,440
Wait 3 Y Save $22,080
$140,082
Wait 5 Y Save $35,104
$127,058
Wait 10 Y Save $62,609
$99,554

*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$168,162+$518/mo
Year 3$180,836+$558/mo
Year 5$194,466+$600/mo
Year 10$233,205+$719/mo

Real Life Impact

โœˆ๏ธ Weekend getaway! You can fly somewhere nice every quarter.

Analysis Breakdown

Introduction

Planning for a reliable $500.00 monthly income stream? Based on the yield of CVS Health Corp (CVS), your target portfolio size is around $162,162.16. We base this on its recent trailing yield of 3.70%.

About CVS

Investors in the Healthcare sector often watch CVS Health Corp (CVS). Stability is the key trait associated with this ticker.

Investment Context

Why CVS? Because at $162,162.16 capital, yield stability becomes your best friend.

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

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