DCA Checklist: Build a Plan You Can Actually Follow
A practical DCA checklist: choose interval, fixed amount, max allocation, diversification rules, and review schedule. Build a DCA plan you can actually follow.
A DCA plan works best when it is written and repeatable.
The checklist
- Define your goal and horizon
- Choose interval and fixed amount
- Set max allocation per asset
- Add diversification rules
- Decide review schedule
- Track numbers: total invested, units, average price, break-even, ROI
Tools: