DCA 25,0000 Baht / month 15 months to see results

DCA investment 25,000 baht / month. After 15 months. What's the result?

Many people want to invest but are afraid of "bad timing."

Afraid of buying expensive

Afraid of the market

A very good way to reduce that concern is DCA (Dollar-Cost Averaging), or the same amount of monthly investment.

This article will take you to see the actual example.

Invest 25,000 Baht per month distributed in 4 foreign funds / shares for 15 months

Port used to invest

This proportion is divided:

VOO (40%) = 10,000 Baht / month

SCHD (25%) = 6,250 Baht / month

JEPQ (20%) = 5,000 Baht / month

O (15%) = 3,750 Baht / month

Total investment 25,000 baht per month

What is each easy to understand?

VOO → Funds that invest in major American stocks (according to the S & P 500 index)

Emphasis on "long-term growth"

SCHD → Good Quality Dividend Stocks

Emphasis on "Grow + Uniform Dividend"

JEPQ → Accent funds generate high cash flow.

Fits people who want to earn money on the way.

O (Realty Income) → Real estate stocks that pay monthly dividends.

It improves the consistency of cash flow.

Simply put,

This port mixes both "grown" and "earn dividends."

15 months invested. What was the result?

Total investment

25,000 × 15 months = 375,000 baht

Current port value

Approximately 782,007 Baht

Overall profit

+ 70,868 Baht

This is about + 9.97%.

(Profit figures are based on assets held)

Look at the easy-to-understand model.

O → Estimated gain + 14.54%

VOO → + 12.36%

SCHD → + 9.87%

JEPQ → + 2.94%

Will see that even some profits are not much

But combined as a port, the average return turned out to be quite good and stable.

This is the advantage of "diversification."