Value Averaging Calculator

A modern investment strategy that helps you buy more when prices are low and less when prices are high, automatically.

Frequently asked questions

Discover How Our Value Averaging Calculator Can Help You Achieve Consistent Portfolio Growth

What is Value Averaging, and how can it benefit my investments?

Value Averaging is an investment strategy where you adjust your investment amounts to achieve a predetermined portfolio value, buying more when prices are low and less when prices are high. This method aims to optimize returns by capitalizing on market fluctuations. Learn more about Value Averaging on Investopedia.

How does the Value Averaging Calculator assist in implementing this strategy?

Our Value Averaging Calculator simplifies the process by computing the necessary investment amounts to reach your target portfolio value over time, allowing you to systematically apply the strategy without complex manual calculations.

Is the Value Averaging strategy suitable for all investors?

Value Averaging requires active management and may be more appropriate for investors who are comfortable with regularly adjusting their investment contributions. It's essential to assess your investment goals and risk tolerance before adopting this strategy.

How does Value Averaging compare to Dollar-Cost Averaging?

While both strategies involve regular investments, Value Averaging adjusts the investment amounts based on portfolio performance, potentially leading to higher returns. In contrast, Dollar-Cost Averaging invests a fixed amount at regular intervals, regardless of market conditions.