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Capital Required ๐Ÿ›ก๏ธ Low Risk

Target: $500 / Month

Ticker: KO โ€ข Yield: 3.0% โ€ข Growth (5yr): 3.5%

Sector
Consumer Staples
Estimated Capital Needed (Today)
$200,000
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 $200,000. But if KO grows its dividend by 3.5% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $6,763
$193,237
Wait 3 Y Save $19,611
$180,389
Wait 5 Y Save $31,605
$168,395
Wait 10 Y Save $58,216
$141,784

*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$206,000+$515/mo
Year 3$218,545+$546/mo
Year 5$231,855+$580/mo
Year 10$268,783+$672/mo

Real Life Impact

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Analysis Breakdown

Introduction

Dreaming of an extra $500.00 in monthly cash flow? Based on the yield of The Coca-Cola Company (KO), your target portfolio size is around $200,000.00. This figure assumes the yield holds steady at 3.00%.

About KO

Traded as KO, The Coca-Cola Company operates within the Consumer Staples space. Stability is the key trait associated with this ticker.

Investment Context

Why KO? Because at $200,000.00 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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