Picksologic

Picksologic OP t1_j6e8451 wrote

The discrepancy in the start amount is me trying to learn formulas as well as graphing.. It should be $15,100. The total DCA investment is also $15,100, with the investment on the first of the month. I mistakenly assumed that having the x axis dates on the first of the month was sufficient, but will keep that in mind for the next time.

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Picksologic OP t1_j6dorna wrote

The chart is skewed due to ignorance, not intention. I'm not advocating for DCA, just learning how to make graphs in Excel and picked two metrics which in this case are not appropriate. In any case the feedback I'm getting is really helpful. I think I will try charting a mature company as you suggested although it might be hard to pick a random start point.

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Picksologic OP t1_j6csvt0 wrote

I may try to chart your suggestion. Since I'm new at this, I was trying to figure out how DCA affects your investment, but as others wrote, if the stock only goes up LS will win every time. I just learned what is obvious to more experienced people. Edit:. Is there a real world way to make a fair comparison? Your method only works in hindsight.

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Picksologic t1_j4pfoca wrote

I was very interested in your chart because it gave me a chance to think about how I would present it based on some of the feedback you got. Here is my version presented according to the three parameters.

https://postimg.cc/vgR1CqnH

https://postimg.cc/2bzqzq0P

https://postimg.cc/4nydBRqb

Edit: when I looked up the data I came up with slightly different numbers than you.

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