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Capital Required โš ๏ธ Medium Risk

Target: $500 / Month

Ticker: ORCL โ€ข Yield: 1.5% โ€ข Growth (5yr): 10.0%

Sector
Technology
Estimated Capital Needed (Today)
$400,000
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 $400,000. But if ORCL grows its dividend by 10.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $36,364
$363,636
Wait 3 Y Save $99,474
$300,526
Wait 5 Y Save $151,631
$248,369
Wait 10 Y Save $245,783
$154,217

*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$406,000+$507/mo
Year 3$418,271+$523/mo
Year 5$430,914+$539/mo
Year 10$464,216+$580/mo

Real Life Impact

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

Analysis Breakdown

Introduction

Wondering how much capital you need for $500.00/month? With Oracle (ORCL), a capital allocation of roughly $400,000.00 could get you there. Note that this math relies on a 1.50% yield.

About ORCL

Traded as ORCL, Oracle operates within the Technology space. It combines modern tech growth with shareholder payouts.

Investment Context

Why ORCL? Because at $400,000.00 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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