Dollar cost averaging (DCA) in ALTI means investing a fixed amount at regular intervals, regardless of share price. This strategy reduces timing risk and builds wealth steadily through market ups and downs.
How This Calculator Works
Our DCA calculator simulates real market conditions using historical price data. It accounts for dividend reinvestment (DRIP), where each dividend payment automatically purchases additional shares. You can adjust the investment amount, frequency, time period, and compare against benchmarks like the S&P 500 and Nasdaq-100.
Same amount invested each month — only the day of purchase changes. How much does intra-month timing actually matter?
Best Timing DCA
StrategyBuy on monthly low
Total Return-35.3%
Final Value$26.2K
Perfectly timed — impossible in practice
Your DCA
StrategyBuy on 1st of month
Total Return-40.7%
Final Value$23.7K
Consistent — no timing needed
Worst Timing DCA
StrategyBuy on monthly high
Total Return-44.7%
Final Value$22.4K
Worst possible — still beats not investing
Best vs Worst gap9.5 pp
Your timing vs best-5.5%
Your timing vs worst+4.0%
If You Keep Investing…
Based on this stock's historical CAGR of -9.9%/yr — put in vs. walk away with.
Your Plan
At $500/mo, this could grow into:
3 Years$18K~1.0x your moneyfrom $18K invested
5 Years$30K~1.0x your moneyfrom $30K invested
10 Years$60K~1.0x your moneyfrom $60K invested
20 Years$120K~1.0x your moneyfrom $120K invested
Compare Other Monthly Amounts
Same CAGR assumption. Use this to pressure-test different monthly commitments.
Monthly
3 Years~1.0x your money
5 Years~1.0x your money
10 Years~1.0x your money
20 Years~1.0x your money
$100/mo
$4K+$0 est. gain
$6K+$0 est. gain
$12K+$0 est. gain
$24K+$0 est. gain
$250/mo
$9K+$0 est. gain
$15K+$0 est. gain
$30K+$0 est. gain
$60K+$0 est. gain
$500/mo
$18K+$0 est. gain
$30K+$0 est. gain
$60K+$0 est. gain
$120K+$0 est. gain
$1,000/mo
$36K+$0 est. gain
$60K+$0 est. gain
$120K+$0 est. gain
$240K+$0 est. gain
* Projection assumes historical CAGR of -9.9% continues. Actual returns will vary.
Your DCA Results by Date
61 purchases
Date
Price
Invested
Portfolio Value
% Gain
Gain ($)
Apr 27, 2021
$9.74
$10,000
$10,000
+0.00%
$0
May 27, 2021
$9.90
$10,500
$10,664
+1.56%
$164
Jun 28, 2021
$9.69
$11,000
$10,938
-0.56%
$-62
Jul 27, 2021
$9.95
$11,500
$11,732
+2.01%
$232
Aug 27, 2021
$9.64
$12,000
$11,866
-1.12%
$-134
Sep 27, 2021
$9.86
$12,500
$12,637
+1.09%
$137
Oct 27, 2021
$9.95
$13,000
$13,252
+1.94%
$252
Nov 29, 2021
$9.87
$13,500
$13,646
+1.08%
$146
Dec 27, 2021
$9.90
$14,000
$14,187
+1.34%
$187
Jan 27, 2022
$9.89
$14,500
$14,673
+1.19%
$173
Feb 28, 2022
$9.89
$15,000
$15,173
+1.15%
$173
Mar 28, 2022
$9.86
$15,500
$15,627
+0.82%
$127
Apr 27, 2022
$9.86
$16,000
$16,127
+0.79%
$127
May 27, 2022
$9.80
$16,500
$16,529
+0.17%
$29
Jun 27, 2022
$9.86
$17,000
$17,130
+0.76%
$130
Jul 27, 2022
$9.86
$17,500
$17,630
+0.74%
$130
Aug 29, 2022
$9.91
$18,000
$18,219
+1.22%
$219
Sep 27, 2022
$9.89
$18,500
$18,682
+0.99%
$182
Oct 27, 2022
$10.01
$19,000
$19,409
+2.15%
$409
Nov 28, 2022
$9.90
$19,500
$19,696
+1.00%
$196
Dec 27, 2022
$10.03
$20,000
$20,454
+2.27%
$454
Jan 27, 2023
$9.55
$20,500
$19,976
-2.56%
$-524
Feb 27, 2023
$9.00
$21,000
$19,325
-7.98%
$-1,675
Mar 27, 2023
$12.80
$21,500
$27,985
+30.16%
$6,485
Apr 27, 2023
$6.22
$22,000
$14,099
-35.91%
$-7,901
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Frequently Asked Questions
Common questions about DCA investing in ALTI
Investing $500 per month in AlTi Global, Inc. (ALTI) over the past 5 years would be worth approximately $24K today. That's -40.7% total return on $40K invested, with a -9.9% compound annual growth rate (CAGR).