1G·

Value Averaging experiment

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 (-0,21%) -- 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 (-0,32%) (beause of lower TER and share price) and kept the VA strategy.


As of today the strategy had the following outcome:


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.

27.04
UBS MSCI World ETF Aacc logo
Acquistato x8 a 36,31 €
290,50 €
3
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