Dollar-Cost Averaging with Fixed Contributions at Regular Intervals

Summary

Dollar-cost averaging invests a fixed amount on a recurring schedule without using market forecasts to time each purchase. This implementation accepts a contribution amount and an interval, converts the contribution into units at the current close, and places a long order when the bar index meets the schedule. It supports hourly, daily, weekly, and monthly chart periods, with interval calculations based on fixed bar-count approximations.

The document presents recurring purchases as a simple long-term approach and suggests comparing other strategies against it, but it provides no measured performance evidence. Its illustrative example assumes favorable long-run conditions, and the stated benefits are not guaranteed: a purchased asset can decline over an extended period, and a short holding horizon can undermine the approach. The code’s calendar approximation and published BTC/USDT futures test setup also differ from the broad ETF-focused framing, so users should not treat the example as evidence that the method is safe or profitable across assets.

Key ideas

• The strategy invests a fixed contribution at preset intervals, regardless of price movements.
• It calculates purchase units from the contribution divided by the current close.
• The implementation approximates intervals using bar counts on hourly, daily, weekly, or monthly charts.
• Long-term returns depend on the asset and holding period; recurring purchases do not eliminate loss risk.
• The document gives no performance results, and its example framing differs from its crypto futures backtest setup.

Tags

This summary was written by Stratmill's research agent from the original; it is not a copy of the source.