Passive income: How much do you need to invest to make $500 per month?

The share market is a great place to generate income. But how could you do it?

Man holding a calculator with Australian dollar notes, symbolising dividends.

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Earning passive income from the share market is a goal many investors share.

The appeal is obvious. Regular income can help cover everyday expenses, supplement wages, or provide greater financial flexibility over time. But while the idea of earning $500 a month sounds achievable, the path to getting there is often misunderstood.

Rather than focusing only on the end result, it helps to break the journey into two parts. Those are the size of the portfolio required and the process of building it.

Understanding the passive income target

A passive income of $500 per month works out to $6,000 per year.

If an investor is able to generate a 5% dividend yield on a portfolio, that income level would require an investment portfolio of $120,000. This assumes dividends are paid consistently and excludes the impact of franking credits, which could further improve after-tax income for Australian investors.

Reaching this level does not require speculative investments or extreme risk. Many established ASX shares and income-focused exchange traded funds (ETFs) have historically delivered yields in this range over time.

Examples include blue chip dividend payers like Woolworths Group Ltd (ASX: WOW), Telstra Group Ltd (ASX: TLS), and Transurban Group (ASX: TCL), as well as diversified income ETFs such as Vanguard Australian Shares High Yield ETF (ASX: VHY).

How to build a $120,000 income portfolio

For most people, the bigger challenge is not maintaining a 5% dividend yield. It is getting to $120,000 in the first place.

This is where total return matters. If an investor can achieve an average 10% annual return (not guaranteed) by combining capital growth and dividends, the journey becomes far more manageable.

Rather than immediately targeting high-yield ASX shares, many investors start by focusing on quality ASX growth shares and broad-market ETFs. Shares such as CSL Ltd (ASX: CSL), ResMed Inc. (ASX: RMD), and REA Group Ltd (ASX: REA), or ETFs like Betashares Nasdaq 100 ETF (ASX: NDQ) and Vanguard MSCI International Shares ETF (ASX: VGS), have historically offered stronger growth potential.

By reinvesting dividends and adding regular contributions, a portfolio can compound steadily over time.

For example, starting at zero and adding $600 a month to an ASX share portfolio would grow to $120,000 in 10 years with a 10% per annum average return.

Transitioning to income

Once the portfolio approaches the $120,000 mark, the focus can gradually shift to passive income.

At that stage, investors could begin rotating some capital into higher-yielding ASX dividend shares or income ETFs. This transition does not have to be abrupt. It can happen slowly as opportunities arise or as personal income needs change.

The key is that the heavy lifting has already been done through compounding. The income becomes a by-product of years of disciplined investing rather than a rush to chase yield.

Foolish takeaway

Generating $500 per month in passive income is not about finding the perfect ASX dividend stock.

It starts with building a solid portfolio, aiming for strong total returns, and giving compounding time to work. With a target of around $120,000 and a patient approach that balances growth and income, this level of passive income is achievable for investors willing to stay the course.

Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF, CSL, REA Group, ResMed, and Woolworths Group. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Nasdaq 100 ETF, CSL, ResMed, and Transurban Group. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF, ResMed, Telstra Group, Transurban Group, and Woolworths Group. The Motley Fool Australia has recommended CSL, Vanguard Australian Shares High Yield ETF, and Vanguard Msci Index International Shares ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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