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Capital Required โš ๏ธ Medium Risk

Target: $500 / Month

Ticker: DVY โ€ข Yield: 3.9% โ€ข Growth (5yr): 5.0%

Sector
Dividend Equity ETF
Estimated Capital Needed (Today)
$153,846.15
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 $153,846.15. But if DVY grows its dividend by 5.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $7,326
$146,520
Wait 3 Y Save $20,948
$132,898
Wait 5 Y Save $33,304
$120,542
Wait 10 Y Save $59,398
$94,448

*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$159,846+$520/mo
Year 3$172,557+$561/mo
Year 5$186,279+$605/mo
Year 10$225,550+$733/mo

Real Life Impact

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Analysis Breakdown

Introduction

Dreaming of an extra $500.00 in monthly cash flow? Using iShares Select Dividend ETF (DVY), you'd need approximately $153,846.15 invested today. This calculation utilizes the current trailing yield of 3.90%.

About DVY

iShares Select Dividend ETF (DVY) is a key player in the Dividend Equity ETF sector. It is generally viewed as a stable income generator.

Investment Context

Deploying $153,846.15 is a serious step. Ensure DVY aligns with your risk tolerance.

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

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