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Strategic Dollar Cost Averaging
Project type
Portfolio
Date
September 2023
> DCA is an ideal long term strategy which can be enhanced by additional data.
> We can make considerations for leftover capital and additional purchases by invoking new rules to enhance SDCA.
> Accumulate when there’s high value
> LSI when we have a positive macro condition
> Continue to DCA over time into progressively smaller-caps, but do not DCA on the downside of bear markets
> Light leverage is permissible to take investors beyond the efficient frontier, but only when downside is limited (high value)
> NEITHER THE CORRECT ASSET SELECTION, NOR CONSERVATIVE LEVERAGE WILL SAVE YOU FROM ANNIHILATION IF YOU GET YOUR TIMING WRONG. You must actually time your investments correctly.
