DCA Plan Checklist
A practical DCA plan checklist: choose interval, fixed amount, max allocation, review schedule, and tracking steps.
- Goal and horizon (years?)
- Interval (weekly or monthly)
- Fixed amount per interval
- Max allocation per asset (safety rail)
- Diversification rules
- Costs considered
- Tracking: average buy price + break-even
- Review schedule (monthly or quarterly)
- Thesis broken rule (when to stop buying)
Tools: