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Dollar cost averaging richard cayne meyer international ltd

Richard Cayne Meyer International Ltd on
Dollar Cost Averaging

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Dollar cost averaging richard cayne meyer international ltd

  1. 1. DOLLAR COST AVERAGING
  2. 2. Example One: Averaging in an Increasing Market Unit Price $10.00 $11.00 $12.00 $13.00 $14.00 $15.00 $16.00 1 2 3 4 5 6 7 8 9 10 11 12 Units Purchased 100 95 90 86 83 80 76 74 71 68 66 64 60 65 70 75 80 85 90 95 100 1 2 3 4 5 6 7 8 9 10 11 12 Invest $1000 a month for 1 year Units Purchased: 953 Total Cost: $12,000 Market Value: $14,771.50 $ Growth: $2,771.50 % Growth: 23%
  3. 3. Example Two: Averaging in a Down and then Up Market Unit Price $6.00 $7.00 $8.00 $9.00 $10.00 1 2 3 4 5 6 7 8 9 10 11 12 Units Purchased 100 105 111 117 125 133 142 133 125 117 111 105 95 105 115 125 135 145 1 2 3 4 5 6 7 8 9 10 11 12 Invest $1000 a month for 1 year Units Purchased: 1,424 Total Cost: $12,000 Market Value: $13,528 $ Growth: $1,528 % Growth: 13% (despite the final purchase price being lower than the original purchase price)
  4. 4. Example Three: Averaging in an Fluctuating Market Unit Price $9.00 $10.00 $11.00 $12.00 $13.00 $14.00 $15.00 $16.00 1 2 3 4 5 6 7 8 9 10 11 12 Units Purchased 100 105 90 95 83 86 76 80 71 74 66 64 60 65 70 75 80 85 90 95 100 105 1 2 3 4 5 6 7 8 9 10 11 12 Invest $1000 a month for 1 year Units Purchased: 990 Total Cost: $12,000 Market Value: $15,435.50 $ Growth: $3,345.00 % Growth: 28%

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