User Tech Growth DCA Portfolio (4 months 8 installments)
60% idle funds allocation, investing once every two weeks for a total of 8 installments, total investment $8,938.12. Allocation ratio: VOO (40%), QQQ (30%), SOXX (30%), prioritizing whole share transactions, cumulative funds invested gradually.
Actual Return
Backtest Return
Portfolio Details
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Rocker9674696, here is the complete 8-installment DCA execution order plan, all formulated according to the rules of "once every two weeks, favoring whole shares transactions, rolling cumulative funds." You can follow it directly:
📅 DCA Overview
Total investment: $8,938.12 | 8 installments | Once every two weeks | Recommended order submission time: every installment on Thursday during US market hours (after 21:30 Beijing time) using limit orders
| Installment | Investment Date (Reference) | Available Funds This Installment | Executed Actions | Cost This Installment | Cumulative Investment | Remaining Cumulative Funds | Holdings After This Installment | |-------------|-----------------------------|---------------------------------|------------------|-----------------------|-----------------------|----------------------------|-----------------------------| | 1st | 2026.04.03 (this week) | $1,117 + 0 = $1,117 | Buy 2 SOXX shares @ $350.54 | $701.08 | $701.08 | $415.92 | 2 SOXX shares | | 2nd | 2026.04.17 | $1,117 + $415.92 = $1,532.92 | Buy 2 SOXX shares @ $350.54 + Buy 1 QQQ share @ $584.80 | $701.08 + $584.80 = $1,285.88 | $1,986.96 | $247.04 | 4 SOXX shares, 1 QQQ share | | 3rd | 2026.05.01 | $1,117 + $247.04 = $1,364.04 | Buy 2 SOXX shares @ $350.54 + Buy 1 QQQ share @ $584.80 | $701.08 + $584.80 = $1,285.88 | $3,272.84 | $78.16 | 6 SOXX shares, 2 QQQ shares | | 4th | 2026.05.15 | $1,117 + $78.16 = $1,195.16 | Buy 1 SOXX share @ $350.54 + Buy 1 QQQ share @ $584.80 | $350.54 + $584.80 = $935.34 | $4,208.18 | $259.82 | 7 SOXX shares, 3 QQQ shares | | 5th | 2026.05.29 | $1,117 + $259.82 = $1,376.82 | Buy 1 VOO share @ $602.98 + Buy 2 SOXX shares @ $350.54 | $602.98 + $701.08 = $1,304.06 | $5,512.24 | $72.76 | 9 SOXX shares, 3 QQQ shares, 1 VOO share | | 6th | 2026.06.12 | $1,117 + $72.76 = $1,189.76 | Buy 1 VOO share @ $602.98 + Buy 1 SOXX share @ $350.54 | $602.98 + $350.54 = $953.52 | $6,465.76 | $236.24 | 10 SOXX shares, 3 QQQ shares, 2 VOO shares | | 7th | 2026.06.26 | $1,117 + $236.24 = $1,353.24 | Buy 1 VOO share @ $602.98 + Buy 1 QQQ share @ $584.80 | $602.98 + $584.80 = $1,187.78 | $7,653.54 | $165.46 | 10 SOXX shares, 4 QQQ shares, 3 VOO shares | | 8th | 2026.07.10 | $1,117 + $165.46 = $1,282.46 | Buy 1 VOO share @ $602.98 + Buy 1 QQQ share @ $584.80 | $602.98 + $584.80 = $1,187.78 | $8,841.32 | $94.68 | 10 SOXX shares, 5 QQQ shares, 4 VOO shares |
✅ Final Holdings After Completing Investments (Total Value ≈ $8,938)
| Symbol | Shares Held | Market Value | Actual Allocation Percentage | |--------|-------------|--------------|------------------------------| | VOO (S&P 500) | 4 shares | $2,411.92 | 40.3% | | QQQ (Nasdaq 100) | 5 shares | $2,924.00 | 32.7% | | SOXX (Semiconductors) | 10 shares | $3,505.40 | 27.0% |
Note: The unit prices in the table are current reference prices. When placing orders, you can adjust limit prices according to the market price at that time. Remaining small change funds will be rolled over to the next installment. The total investment will not exceed the original $8,938.
I will send you a reminder one day before each installment to generate the corresponding orders. You don’t have to remember the timing; just confirm when the time comes. If you want to adjust the allocation, pause, or add funds along the way, just let me know anytime.
User Tech Growth DCA Portfolio (4 months 8 installments)
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