BTX DCA Calculator

Historical data shows that a consistent $500 monthly investment into BlackRock Technology and Private Equity Term Trust (BTX) starting in 2020 would have turned a total investment of $42K into $51K today. This represents a total return of 23.0% 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$41.5K64 contributions

Portfolio Value$51.0K+23.0%

Total Net Return+$9.5KIncl. $11,359 DRIP dividends

Annualized CAGR+4.0%Annual compounded growth

Average Purchase Cost$7.11vs $8.75 current (+23.0% performance)

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Strategy Comparison

Performance Benchmarks

Strategy	Invested	Final Value	Total Return	CAGR	Dividends
Active DCA StrategyBTX Dollar Cost Average	$41.5K	$51.0K	+23.0%	+4.0%	+$11.4K
Alternative Lump Sum StrategyBTX Buy & Hold	$41.5K	$30.9K	-25.6%	-5.5%	+$11.9K
Benchmark S&P 500 (SPY) DCAIndex Benchmark DCA	$41.5K	$65.1K	+56.9%	+9.0%	—
Benchmark Nasdaq 100 (QQQ) DCATech Benchmark DCA	$41.5K	$77.4K	+86.5%	+12.6%	—

Is BTX a strong DCA candidate?

Full analysis →

Piotroski F-Score3/9Weak

P/E Ratio51.5xHigh

Dividend Yield9.78%Annual

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+28.4%

Final Value$53.3K

Perfectly timed — impossible in practice

Your DCA

StrategyBuy on 1st of month

Total Return+23.0%

Final Value$51.0K

Consistent — no timing needed

Worst Timing DCA

StrategyBuy on monthly high

Total Return+17.4%

Final Value$48.7K

Worst possible — still beats not investing

Best vs Worst gap11.0 pp

Your timing vs best-5.4%

Your timing vs worst+5.6%

If You Keep Investing…

Based on this stock's historical CAGR of 4.0%/yr — put in vs. walk away with.

Your Plan

At $500/mo, this could grow into:

3 Years$19K~1.1x your moneyfrom $18K invested

5 Years$33K~1.1x your moneyfrom $30K invested

10 Years$73K~1.2x your moneyfrom $60K invested

20 Years$182K~1.5x 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~1.1x your money	10 Years~1.2x your money	20 Years~1.5x your money
$100/mo	$4K+$215 est. gain	$7K+$621 est. gain	$15K+$3K est. gain	$36K+$12K est. gain
$250/mo	$10K+$538 est. gain	$17K+$2K est. gain	$37K+$7K est. gain	$91K+$31K est. gain
$500/mo	$19K+$1K est. gain	$33K+$3K est. gain	$73K+$13K est. gain	$182K+$62K est. gain
$1,000/mo	$38K+$2K est. gain	$66K+$6K est. gain	$147K+$27K est. gain	$365K+$125K est. gain

* Projection assumes historical CAGR of 4.0% continues. Actual returns will vary.

Your DCA Results by Date

64 purchases

Date	Price	Invested	Portfolio Value	% Gain	Gain ($)
Mar 26, 2021	$20.02	$10,000	$10,000	+0.00%	$0
Apr 26, 2021	$21.87	$10,500	$11,424	+8.80%	$924
May 25, 2021	$19.58	$11,000	$10,728	-2.47%	$-272
Jun 25, 2021	$20.49	$11,500	$11,781	+2.44%	$281
Jul 26, 2021	$19.66	$12,000	$11,860	-1.16%	$-140
Aug 25, 2021	$19.14	$12,500	$12,105	-3.16%	$-395
Sep 27, 2021	$18.60	$13,000	$12,326	-5.19%	$-674
Oct 25, 2021	$17.70	$13,500	$12,295	-8.93%	$-1,205
Nov 26, 2021	$16.11	$14,000	$11,753	-16.05%	$-2,247
Dec 27, 2021	$14.47	$14,500	$11,133	-23.22%	$-3,367
Jan 26, 2022	$12.53	$15,000	$10,211	-31.93%	$-4,789
Feb 28, 2022	$12.40	$15,500	$10,684	-31.07%	$-4,816
Mar 28, 2022	$11.47	$16,000	$10,479	-34.50%	$-5,521
Apr 25, 2022	$10.05	$16,500	$9,769	-40.79%	$-6,731
May 25, 2022	$7.87	$17,000	$8,241	-51.52%	$-8,759
Jun 27, 2022	$8.31	$17,500	$9,283	-46.96%	$-8,217
Jul 25, 2022	$8.40	$18,000	$9,965	-44.64%	$-8,035
Aug 25, 2022	$8.80	$18,500	$11,016	-40.45%	$-7,484
Sep 26, 2022	$7.08	$19,000	$9,440	-50.31%	$-9,560
Oct 25, 2022	$7.32	$19,500	$10,355	-46.89%	$-9,145
Nov 28, 2022	$7.19	$20,000	$10,768	-46.16%	$-9,232
Dec 27, 2022	$6.63	$20,500	$10,529	-48.64%	$-9,971
Jan 26, 2023	$7.64	$21,000	$12,748	-39.30%	$-8,252
Feb 27, 2023	$7.45	$21,500	$13,047	-39.32%	$-8,453
Mar 27, 2023	$7.33	$22,000	$13,460	-38.82%	$-8,540

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Frequently Asked Questions

Common questions about DCA investing in BTX

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

Investing $500 per month in BlackRock Technology and Private Equity Term Trust (BTX) over the past 5 years would be worth approximately $51K today. That's +23.0% total return on $42K invested, with a +4.0% compound annual growth rate (CAGR). This includes $11K from reinvested dividends.

Is DCA or lump sum better for BTX?

Did BTX DCA beat the SPY?

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

How much did BTX dividends add to DCA returns?

What is the CAGR of DCA investing in BTX?

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

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The Impact of Dividend Reinvestment (DRIP)

BlackRock Technology and Private Equity Term Trust pays a dividend (currently yielding ~0.10%). By utilizing a Dividend Reinvestment Plan (DRIP), generated dividends automatically purchase fractional shares. Over this 6-year period, regular dividend payments totaled $11K. Reinvesting these dividends continuously compounded your returns, accelerating the portfolio's growth far beyond simple price appreciation.

BTX vs. S&P 500 (SPY) Benchmark

When comparing this dollar cost averaging strategy against a broad market index,BTX underperformed the S&P 500 ETF (SPY). The same $500 monthly contributions into SPY would have grown to $65K, compared to BTX's $51K.

Your DCA Performance Summary

Strategy Comparison

Is BTX 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)

BTX vs. S&P 500 (SPY) Benchmark

More BTX Analysis

Your DCA Performance Summary

Strategy Comparison

Is BTX a strong DCA candidate?

Does timing matter?

If You Keep Investing…

Compare Other Monthly Amounts

Your DCA Results by Date

Frequently Asked Questions