Ticker: XLE โข Yield: 3.6% โข Growth (5yr): 4.5%
๐ฐ Net: approx. $423 /mo after tax.
Currently, you need $166,666.67. But if XLE grows its dividend by 4.5% annually, you can invest less today and hit your goal later.
*Assumes constant dividend reinvestment is NOT included, only dividend growth.
Reinvesting all dividends with constant yield:
| Year | Total Value | Monthly Income |
|---|---|---|
| Year 1 | $172,667 | +$518/mo |
| Year 3 | $185,322 | +$556/mo |
| Year 5 | $198,906 | +$597/mo |
| Year 10 | $237,381 | +$712/mo |
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Looking to cover $500.00 in monthly bills with dividends? Using Energy Select Sector SPDR Fund (XLE), you'd need approximately $166,666.67 invested today. We base this on its recent trailing yield of 3.60%.
Investors in the Energy ETF sector often watch Energy Select Sector SPDR Fund (XLE). Many portfolios hold it for consistency.
Why XLE? Because at $166,666.67 capital, yield stability becomes your best friend.
Disclaimer: Informational only. Not financial advice. Yields vary. Past performance does not guarantee future results.