Saturday, January 02, 2016

2015 – Dollar Cost Averaging into an Index

If you had invested $1000 in an index ETF every Friday (or last trading day of the week) at the closing price in 2015, how would you have done?

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Excludes dividends and trading costs. 

Some brokerages wave the trading cost if investing in certain index ETFs, as long as the investment is held for a certain period of time.

  • $SPY – SP500
  • $VTI – Total market index
  • $QQQ – Nasdaq 100
  • $IWM – Russell 2000
  • $EEM – Emerging Markets
May add an international ETF for 2016.

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