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Personal Investments • "Time in the Market" vs. DCA?

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This PDF published by Vanguard in Feb 2023 offers some advice:
Cost averaging: Invest now or temporarily hold your cash?.

Summary:
  • Lump-sum investment strategies beat common cost averaging investment
    strategies two-thirds of the time, according to historical and simulated
    market data.
  • Despite the expectation of lower returns, cost averaging might be considered
    for investors with very high aversion to both risk and losses who might be
    tempted to hold a lump sum entirely in cash.
  • Even without a lump sum to invest, investors can benefit from maximizing their
    time in the market by using retirement account front-loading and withdrawal
    sequence strategies, or simply by not delaying when funds are available for
    investment.

Statistics: Posted by Cocoa Beach Bum — Sat Mar 15, 2025 5:58 am — Replies 11 — Views 969



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