Recent content by dleeper47

Learning about Value Averaging Anyone who is seriously considering Value Averaging should borrow, steal, or buy a copy of Value Averaging by Michael Edleson -- 2006 -- As I recall, Edleson calls for using a simple S&P500 index fund with 'adjustments' every 90 days. I 'goosed' the algorithm by...

sengsational: Well, I started in February, 2010 with an initial investment of about $10,000 from my money market in my Fidelity IRA. Back then, I was using a 2x-leveraged ETF (SSO) and I set a target value path of 16% growth. (I suppose you could call that a "lump-sum" start, but it was...

Good question! The algorithm made great sense to me, but I didn't know how well it would actually work until I was into it a few years. Then I started adding more money and making more money because of the leverage and the all the good buy-low / sell-high trades. It is now about 15% of my...

Actually I've "done great" for 3 reasons: (a) the 13-year bull market, (b) the use of leveraged S&P500 index ETFs, and (c) the algorithm itself which had me buying on downturns and and selling on upturns on at fixed periods. I made no attempt to "time" the highs and lows, and there were plenty...

Value Averaging -- 12 years positive experience I'm new to this forum and this thread. This is my first post. I retired in 2008 at age 61. In 2010, I began investing aggressively with a small portion (5%) of my net worth -- I used a version of Value Averaging, changed its parameters over the...