Since January 25 I am performing a small experiment about value averaging, on top of my normal DCA accumulation plans.
I have started by VA 500 euros per quarter in $IWDA (+0.5%) -- got tempted by the tariff's shock last March and made a one time purchase -- then I kept the schedule until October 25. There I sold all to switch to $UETW (+0.68%) (beause of lower TER and share price) and kept the VA strategy.
As of today the strategy had the following outcome:
- $IWDA (+0.5%) was sold at +8.9% with a 376.86 profit
- $UETW (+0.68%) is at +3.86%
Would be interesting to do the math and see what would be the outcome if I would have only DCA 500 euros/quarter, probably coming soon, don't have the time right now.
