Dollar cost averaging (DCA) in CUBWU 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+5.5%
Final Value$21.1K
Perfectly timed — impossible in practice
Your DCA
StrategyBuy on 1st of month
Total Return+4.7%
Final Value$22.0K
Consistent — no timing needed
Worst Timing DCA
StrategyBuy on monthly high
Total Return+3.7%
Final Value$20.7K
Worst possible — still beats not investing
Best vs Worst gap1.8 pp
Your timing vs best-0.8%
Your timing vs worst+1.0%
If You Keep Investing…
Based on this stock's historical CAGR of 2.5%/yr — put in vs. walk away with.
Your Plan
At $500/mo, this could grow into:
3 Years$19K~1.0x your moneyfrom $18K invested
5 Years$32K~1.1x your moneyfrom $30K invested
10 Years$68K~1.1x your moneyfrom $60K invested
20 Years$155K~1.3x 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~1.1x your money
10 Years~1.1x your money
20 Years~1.3x your money
$100/mo
$4K+$132 est. gain
$6K+$376 est. gain
$14K+$2K est. gain
$31K+$7K est. gain
$250/mo
$9K+$329 est. gain
$16K+$940 est. gain
$34K+$4K est. gain
$77K+$17K est. gain
$500/mo
$19K+$658 est. gain
$32K+$2K est. gain
$68K+$8K est. gain
$155K+$35K est. gain
$1,000/mo
$37K+$1K est. gain
$64K+$4K est. gain
$136K+$16K est. gain
$309K+$69K est. gain
* Projection assumes historical CAGR of 2.5% continues. Actual returns will vary.
Your DCA Results by Date
23 purchases
Date
Price
Invested
Portfolio Value
% Gain
Gain ($)
Jun 14, 2024
$10.00
$10,000
$10,000
+0.00%
$0
Jul 15, 2024
$9.97
$10,500
$10,470
-0.29%
$-30
Aug 14, 2024
$10.02
$11,000
$11,023
+0.20%
$23
Sep 17, 2024
$10.04
$11,500
$11,545
+0.39%
$45
Oct 24, 2024
$10.01
$12,000
$12,010
+0.08%
$10
Nov 18, 2024
$10.05
$12,500
$12,558
+0.46%
$58
Dec 18, 2024
$10.18
$13,000
$13,220
+1.70%
$220
Jan 14, 2025
$10.02
$13,500
$13,513
+0.09%
$13
Feb 14, 2025
$10.02
$14,000
$14,013
+0.09%
$13
May 19, 2025
$10.47
$14,500
$15,142
+4.43%
$642
May 19, 2025
$10.47
$15,000
$15,642
+4.28%
$642
May 19, 2025
$10.47
$15,500
$16,142
+4.14%
$642
Jun 16, 2025
$10.62
$16,000
$16,873
+5.46%
$873
Jul 14, 2025
$10.62
$16,500
$17,373
+5.29%
$873
Aug 14, 2025
$10.65
$17,000
$17,922
+5.43%
$922
Sep 15, 2025
$12.40
$17,500
$21,367
+22.10%
$3,867
Oct 14, 2025
$10.57
$18,000
$18,714
+3.97%
$714
Nov 14, 2025
$10.65
$18,500
$19,356
+4.62%
$856
Dec 15, 2025
$10.63
$19,000
$19,819
+4.31%
$819
Jan 14, 2026
$11.24
$19,500
$21,456
+10.03%
$1,956
Feb 17, 2026
$11.21
$20,000
$21,899
+9.50%
$1,899
Mar 19, 2026
$10.77
$20,500
$21,540
+5.07%
$1,040
Apr 16, 2026
$11.05
$21,000
$22,600
+7.62%
$1,600
Frequently Asked Questions
Common questions about DCA investing in CUBWU
Investing $500 per month in Lionheart Holdings Unit (CUBWU) over the past 2 years would be worth approximately $22K today. That's +4.7% total return on $21K invested, with a +2.5% compound annual growth rate (CAGR).