Question 1

How much would I have if I DCA'd $100/week into CTOS for 5 years?

Accepted Answer

Dollar cost averaging $100 per week into CTOS for 5 years (261 purchases) would have resulted in a total investment of $26,100 and a current value of $40,163, a return of 54%. Using Enhanced DCA, which concentrates buys during dips, the same $100/week base deployed $46,301 and grew to $79,425 — a 72% return.

Question 2

What is the best DCA strategy for CTOS?

Accepted Answer

Backtesting shows Enhanced DCA — which increases buy amounts during market dips and reduces or skips buys when CTOS is overextended — outperformed standard weekly DCA by 18% over 5 years. The enhanced strategy achieved a 72% return vs 54% for standard DCA.

Question 3

What would $100/week into CTOS be worth after 3 years?

Accepted Answer

Investing $100 per week into CTOS for 3 years (157 purchases, $15,700 total) would have grown to $26,081 — a 66% return. Enhanced DCA over the same period returned 103%.

Question 4

Is DCA into CTOS worth it?

Accepted Answer

Based on a 5-year backtest, DCA into CTOS returned 54% with standard weekly purchases. An intelligent DCA strategy that buys more during dips returned 72% over the same period — a 18% gain in return, while deploying more capital.

Question 5

How many shares of CTOS would I have after DCA for 5 years?

Accepted Answer

Dollar cost averaging $100/week into CTOS for 5 years would result in approximately 4342 shares with a standard DCA approach (avg entry $6). Enhanced DCA targeting dips results in 8586 shares at an average entry of $5.

Question 6

How does CTOS DCA compare to the S&P 500?

Accepted Answer

Enhanced DCA into CTOS returned 72% over the past 5 years. The S&P 500 (SPY) returned approximately 53% over the same period. CTOS's performance reflects its volatility as a industrials asset. Enhanced DCA outperformed standard DCA by 18%, demonstrating the value of intelligent entry timing during market dips.

Question 7

What is the risk of dollar cost averaging into CTOS?

Accepted Answer

Past backtest performance does not guarantee future results. CTOS is a industrials asset whose price can fall as well as rise. While DCA reduces timing risk by spreading purchases over time, losses are still possible if the price declines significantly. Always invest within your risk tolerance and consider your overall portfolio diversification.

Question 8

What is the Custom Truck One Source, Inc. dollar cost averaging strategy?

Accepted Answer

Standard DCA invests a fixed amount ($100/week or $433/month) into CTOS at regular intervals. Enhanced DCA improves on this by using RSI (Relative Strength Index) signals to increase buy amounts during market dips (oversold conditions) and reduce or skip purchases when the stock is overextended. Over the 5-year backtest, this timing approach has delivered 18% higher returns than standard DCA while deploying more total capital into CTOS.

Period	Standard DCA	Enhanced DCA	Alpha
1-Year	21%	41%	+20%
3-Year	66%	103%	+37%
5-Year	54%	72%	+18%

CTOS DCA Backtest — Dollar Cost Averaging Results

CTOS DCA Results: Key Findings

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Dollar cost averaging into CTOS — backtest results

Buying the dips for Custom Truck One Source, Inc.