BNT DCA Calculator

Historical data shows that a consistent $500 monthly investment into Brookfield Wealth Solutions Ltd. (BNT) starting in 2020 would have turned a total investment of $40K into $57K today. This represents a total return of 43.3% over the 6-year period, compounding through dividend reinvestment and market growth.

Initial Balance

Regular Contributions

Compare To

Reinvest DividendsDRIP On

Start Date

End Date

Your DCA Performance Summary

Interactive Results

Total Invested$39.5K60 contributions

Portfolio Value$56.6K+43.3%

Total Net Return+$17.1KIncl. $2,468 DRIP dividends

Annualized CAGR+7.5%Annual compounded growth

Average Purchase Cost$31.08vs $44.53 current (+43.3% performance)

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Strategy Comparison

Performance Benchmarks

Strategy	Invested	Final Value	Total Return	CAGR	Dividends
Active DCA StrategyBNT Dollar Cost Average	$39.5K	$56.6K	+43.3%	+7.5%	+$2.5K
Alternative Lump Sum StrategyBNT Buy & Hold	$39.5K	$50.1K	+26.9%	+4.9%	+$4.3K
Benchmark S&P 500 (SPY) DCAIndex Benchmark DCA	$39.5K	$62.0K	+57.1%	+9.5%	—
Benchmark Nasdaq 100 (QQQ) DCATech Benchmark DCA	$39.5K	$74.7K	+89.2%	+13.7%	—

Is BNT a strong DCA candidate?

Full analysis →

Rev Growth (3Y)+39.4%CAGR

EPS Growth (3Y)-43.3%CAGR

Piotroski F-Score4/9Weak

P/E Ratio17.8xModerate

Does timing matter?

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+50.2%

Final Value$60.1K

Perfectly timed — impossible in practice

Your DCA

StrategyBuy on 1st of month

Total Return+43.3%

Final Value$56.6K

Consistent — no timing needed

Worst Timing DCA

StrategyBuy on monthly high

Total Return+36.5%

Final Value$54.6K

Worst possible — still beats not investing

Best vs Worst gap13.6 pp

Your timing vs best-6.9%

Your timing vs worst+6.7%

If You Keep Investing…

Based on this stock's historical CAGR of 7.5%/yr — put in vs. walk away with.

Your Plan

At $500/mo, this could grow into:

3 Years$20K~1.1x your moneyfrom $18K invested

5 Years$36K~1.2x your moneyfrom $30K invested

10 Years$88K~1.5x your moneyfrom $60K invested

20 Years$269K~2.2x your moneyfrom $120K invested

Compare Other Monthly Amounts

Same CAGR assumption. Use this to pressure-test different monthly commitments.

Monthly	3 Years~1.1x your money	5 Years~1.2x your money	10 Years~1.5x your money	20 Years~2.2x your money
$100/mo	$4K+$408 est. gain	$7K+$1K est. gain	$18K+$6K est. gain	$54K+$30K est. gain
$250/mo	$10K+$1K est. gain	$18K+$3K est. gain	$44K+$14K est. gain	$134K+$74K est. gain
$500/mo	$20K+$2K est. gain	$36K+$6K est. gain	$88K+$28K est. gain	$269K+$149K est. gain
$1,000/mo	$40K+$4K est. gain	$72K+$12K est. gain	$176K+$56K est. gain	$537K+$297K est. gain

* Projection assumes historical CAGR of 7.5% continues. Actual returns will vary.

Your DCA Results by Date

60 purchases

Date	Price	Invested	Portfolio Value	% Gain	Gain ($)
Jun 28, 2021	$41.40	$10,000	$10,000	+0.00%	$0
Jul 28, 2021	$35.97	$10,500	$9,188	-12.49%	$-1,312
Aug 30, 2021	$41.65	$11,000	$11,139	+1.27%	$139
Sep 28, 2021	$37.07	$11,500	$10,436	-9.25%	$-1,064
Oct 28, 2021	$42.15	$12,000	$12,366	+3.05%	$366
Nov 29, 2021	$39.27	$12,500	$12,021	-3.83%	$-479
Dec 28, 2021	$41.32	$13,000	$13,176	+1.35%	$176
Jan 28, 2022	$36.25	$13,500	$12,059	-10.67%	$-1,441
Feb 28, 2022	$36.87	$14,000	$12,765	-8.82%	$-1,235
Mar 28, 2022	$38.51	$14,500	$13,868	-4.36%	$-632
Apr 28, 2022	$34.71	$15,000	$13,000	-13.33%	$-2,000
May 31, 2022	$33.89	$15,500	$13,193	-14.89%	$-2,307
Jun 28, 2022	$30.12	$16,000	$12,262	-23.37%	$-3,738
Jul 28, 2022	$32.89	$16,500	$13,889	-15.82%	$-2,611
Aug 29, 2022	$32.96	$17,000	$14,419	-15.18%	$-2,581
Sep 28, 2022	$28.31	$17,500	$12,920	-26.17%	$-4,580
Oct 28, 2022	$26.73	$18,000	$12,699	-29.45%	$-5,301
Nov 28, 2022	$30.17	$18,500	$14,833	-19.82%	$-3,667
Dec 28, 2022	$20.68	$19,000	$12,053	-36.57%	$-6,947
Jan 30, 2023	$24.47	$19,500	$14,761	-24.30%	$-4,739
Feb 28, 2023	$22.27	$20,000	$13,934	-30.33%	$-6,066
Mar 28, 2023	$20.13	$20,500	$13,126	-35.97%	$-7,374
Apr 28, 2023	$21.67	$21,000	$14,630	-30.33%	$-6,370
May 30, 2023	$20.75	$21,500	$14,509	-32.52%	$-6,991
Jun 28, 2023	$21.61	$22,000	$15,642	-28.90%	$-6,358

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Frequently Asked Questions

Common questions about DCA investing in BNT

What would $500/month in BNT be worth today?

Investing $500 per month in Brookfield Wealth Solutions Ltd. (BNT) over the past 5 years would be worth approximately $57K today. That's +43.3% total return on $40K invested, with a +7.5% compound annual growth rate (CAGR). This includes $2K from reinvested dividends.

Is DCA or lump sum better for BNT?

Did BNT DCA beat the SPY?

What is the average cost per share for BNT using DCA?

How much did BNT dividends add to DCA returns?

What is the CAGR of DCA investing in BNT?

How many shares of BNT would I own with $500/month DCA?

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The Impact of Dividend Reinvestment (DRIP)

Brookfield Wealth Solutions Ltd. does not currently pay a notable dividend. For growth-focused stocks like BNT, dollar cost averaging relies entirely on price appreciation. Over the 6-year period, the strategy successfully captured the stock's price movements, resulting in a final portfolio value of $57K without the need for dividend reinvestment.

BNT vs. S&P 500 (SPY) Benchmark

When comparing this dollar cost averaging strategy against a broad market index,BNT underperformed the S&P 500 ETF (SPY). The same $500 monthly contributions into SPY would have grown to $62K, compared to BNT's $57K.

Your DCA Performance Summary

Strategy Comparison

Is BNT a strong DCA candidate?

Does timing matter?

If You Keep Investing…

Compare Other Monthly Amounts

Your DCA Results by Date

Frequently Asked Questions

The Impact of Dividend Reinvestment (DRIP)

BNT vs. S&P 500 (SPY) Benchmark

More BNT Analysis

Your DCA Performance Summary

Strategy Comparison

Is BNT a strong DCA candidate?

Does timing matter?

If You Keep Investing…

Compare Other Monthly Amounts

Your DCA Results by Date

Frequently Asked Questions