The aim of my dashboard is to find out the difference between dollar cost averaging AND buying more during dips whilst maintaining a regular plan otherwise.
In my attached dashboard, I have the S&P chart as well as the VIX (volatility index). When volatility goes above the 30 day moving average, i should buy. In the S&P chart, you can see where volatility is high (in blue) and thats why you buy more. For hypothetical purposes, I will invest daily 300 dollars for a regular purchase plan and 600 during days of increased volatility (variable plan)
I want to know how much difference in profits can be generated between the two strategies.
I need a chart that shows the cumulative returns based on my daily investment and S&P growth. I will compare it against my PRINCIPAL investment for both strategies.
I cant seem to get to show me that. Can someone help me out.
Principal Investment shows the total I have invested over time (for both regular and variable plan).
Been struggling for hours.
i need 2 charts.
1 to show cumulative returns based on S&P growth rate (compound) but with an added 300 dollar investment each day.
the same for the variable investment (600 on days when volatility rises but 300 days on normal).
Appreciates any help
Cheers,
Sunil
