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$ Value Averaging Strategy
Old 10-08-2005, 11:20 AM   #1
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$ Value Averaging Strategy

I am $ value averaging ~ $400K into equities over the next 24 months, however, I was wondering if it would be a good move to accelerate the international (developed and emerging) and commodity portion (pcrix) to a 12 month schedule? Suggestions.......



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Re: $ Value Averaging Strategy
Old 10-08-2005, 11:37 AM   #2
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Re: $ Value Averaging Strategy

I would stick to an allocation you are comfortable with & DCA accordingly.* All 3 you mentioned are up nicely.* Not sure if it is worth it to try and time it perfectly + you are not working with a very long schedule.* DCA is about as close as you can get to timing it.

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Re: $ Value Averaging Strategy
Old 10-08-2005, 11:53 AM   #3
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Re: $ Value Averaging Strategy

My personal preference would be the opposite - to accelerate investments in areas that have under performed and delay investments in areas that have run up in value.

But I agree with wildcat that you can't really time it and that your best course might just be to move in according to your targeted portfolio allocation.
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