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Capital Required โš ๏ธ Medium Risk

Target: $500 / Month

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

Sector
Healthcare REIT
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 WELL grows its dividend by 3.0% annually, you can invest less today and hit your goal later.

Wait 1 Y Save $5,825
$194,175
Wait 3 Y Save $16,972
$183,028
Wait 5 Y Save $27,478
$172,522
Wait 10 Y Save $51,181
$148,819

*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

Looking to cover $500.00 in monthly bills with dividends? Based on the yield of Welltower (WELL), your target portfolio size is around $200,000.00. We base this on its recent trailing yield of 3.00%.

About WELL

Investors in the Healthcare REIT sector often watch Welltower (WELL). It is generally viewed as a stable income generator.

Investment Context

Deploying $200,000.00 is a serious step. Ensure WELL aligns with your risk tolerance.

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

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