DCA Optimized

Monthly or Daily DCA strategy, with adjustable capital allocation percentages at the beginning of each quarter (January, April, July, and October) as well as for the other months of the year. Capital allocation settings are also customizable for daily DCA.

The strategy consists of performing annual DCA, taking profits at the end of the year, specifically on December 31st of each year, and repeating the process the following year.
If the year ends with an unrealized loss on the total invested, hold the assets until December 31st, until the asset is in profit.

Purchases are made on the first day of each month, at the daily opening price. The same applies to monthly or daily DCA (daily opening price).

By default, it is recommended to invest twice as much at the beginning of each quarter (January/April/July/October) compared to other months of the year. This allows you to optimize the average acquisition price over the long term, thus maximizing profits and reducing potential unrealized losses.

Example: January/April/July/October > 12.5% ​​of the capital / Other months of the year > 6.25% of the capital (Total over 12 months = 100%)

You can select/unselect the months of the year in which to invest as you wish to optimize your periodic preferences.