Value Averaging

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Value Averaging Calculator

Calculate investment amounts using value averaging strategy, which adjusts investment amounts to reach a target portfolio value over time.

Investment Parameters

Results

Enter your parameters and click Calculate to see results

About Value Averaging

Value averaging is an investment strategy that adjusts the amount invested each period to reach a predetermined target portfolio value. Unlike dollar-cost averaging, which invests a fixed amount, value averaging invests more when prices are low and less when prices are high.

Advantages:
  • • Buys more shares when prices are low
  • • Reduces market timing risk
  • • Disciplined investment approach
Considerations:
  • • Requires more cash flow
  • • May trigger more taxable events
  • • Not suitable for all investors

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