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Investing

Dollar-Cost Averaging: The Strategy That Removes Timing Guesswork

5 min read  ·  Updated 2024  ·  CalcWise Editorial Team

Dollar-cost averaging (DCA) is the practice of investing a fixed amount on a regular schedule — regardless of what the market is doing. It's one of the simplest and most effective strategies for long-term investors.

How It Works

Instead of trying to "time the market" with a lump sum, you invest the same amount every month. When prices are high, you buy fewer shares. When prices are low, you automatically buy more.

Investing $500/month in an index fund — regardless of market conditions — means you buy more shares during downturns and fewer during peaks. Over time, this averages out your cost basis.

DCA vs Lump Sum Investing

Mathematically, lump sum investing outperforms DCA about 2/3 of the time (because markets tend to rise over time). But DCA wins on psychology — it's far easier to stick with, and it removes the paralysis of trying to pick the "right" moment.

DCALump Sum
Best whenRegular income investorLarge windfall to invest
Market timing needed?NoNo (but tempting)
Emotional difficultyLowHigh
Long-term resultsGoodSlightly better on average

How to Implement DCA

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