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Capital Required ๐Ÿ›ก๏ธ Low Risk

Target: $500 / Month

Ticker: DUK โ€ข Yield: 4.1% โ€ข Growth (5yr): 2.5%

Sector
Utilities
Estimated Capital Needed (Today)
$146,341.46
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 $146,341.46. But if DUK grows its dividend by 2.5% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $3,569
$142,772
Wait 3 Y Save $10,449
$135,893
Wait 5 Y Save $16,997
$129,345
Wait 10 Y Save $32,020
$114,322

*Assumes constant dividend reinvestment is NOT included, only dividend growth.

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Adjust Calculation

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โ˜ƒ๏ธ The Snowball Effect (10-Year DRIP)

Reinvesting all dividends with constant yield:

YearTotal ValueMonthly Income
Year 1$152,341+$520/mo
Year 3$165,090+$564/mo
Year 5$178,904+$611/mo
Year 10$218,713+$747/mo

Real Life Impact

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

Analysis Breakdown

Introduction

Dreaming of an extra $500.00 in monthly cash flow? Based on the yield of Duke Energy (DUK), your target portfolio size is around $146,341.46. Note that this math relies on a 4.10% yield.

About DUK

Duke Energy (DUK) is a key player in the Utilities sector. It is generally viewed as a stable income generator.

Investment Context

From an investment angle, committing $146,341.46 requires conviction in DUK's future.

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

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