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Capital Required ๐Ÿ›ก๏ธ Low Risk

Target: $500 / Month

Ticker: PEP โ€ข Yield: 2.7% โ€ข Growth (5yr): 7.5%

Sector
Consumer Staples
Estimated Capital Needed (Today)
$222,222.22
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 $222,222.22. But if PEP grows its dividend by 7.5% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $15,504
$206,718
Wait 3 Y Save $43,342
$178,880
Wait 5 Y Save $67,431
$154,791
Wait 10 Y Save $114,401
$107,821

*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$228,222+$513/mo
Year 3$240,713+$542/mo
Year 5$253,887+$571/mo
Year 10$290,063+$653/mo

Real Life Impact

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Analysis Breakdown

Introduction

Looking to cover $500.00 in monthly bills with dividends? Based on the yield of PepsiCo (PEP), your target portfolio size is around $222,222.22. This calculation utilizes the current trailing yield of 2.70%.

About PEP

Traded as PEP, PepsiCo operates within the Consumer Staples space. Stability is the key trait associated with this ticker.

Investment Context

Why PEP? Because at $222,222.22 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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