Weekly Variable-Amount Investing Toward a Target Portfolio Value

Summary

This document outlines a periodic buying method that adjusts purchases according to the difference between current holdings and a rising target portfolio value. At each weekly step, the target value increases by a fixed contribution amount. The script compares that target with the market value of existing holdings and buys only when holdings fall short, so lower prices can lead to larger purchases and higher prices can reduce or eliminate the next purchase.

The example tracks units held, total purchase cost, current market value, and return, and uses a market ticker to price each calculation. It presents no backtest, benchmark, or evidence that the method outperforms fixed-amount investing; the claimed advantage is not substantiated in the document. It also does not describe asset selection, fees, slippage, exchange constraints, or how to handle a prolonged rise that leaves holdings above the target. The approach therefore illustrates a contribution rule rather than a validated investment result.

Key ideas

• The method raises a target portfolio value by a fixed contribution at each weekly interval.
• It buys only when the current value of holdings is below the updated target.
• Purchase size varies with the gap between target value and existing holdings.
• The example tracks cost basis, holdings, market value, and return, but supplies no performance comparison.
• Fees, execution constraints, asset choice, and sustained price rises are not addressed.

Tags

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