Question 1

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

Accepted Answer

Dollar cost averaging $100 per week into CTRE for 5 years (261 purchases) would have resulted in a total investment of $26,100 and a current value of $38,218, a return of 46%. Using Enhanced DCA, which concentrates buys during dips, the same $100/week base deployed $29,741 and grew to $48,282 — a 62% return.

Question 2

What is the best DCA strategy for CTRE?

Accepted Answer

Backtesting shows Enhanced DCA — which increases buy amounts during market dips and reduces or skips buys when CTRE is overextended — outperformed standard weekly DCA by 16% over 5 years. The enhanced strategy achieved a 62% return vs 46% for standard DCA.

Question 3

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

Accepted Answer

Investing $100 per week into CTRE for 3 years (157 purchases, $15,700 total) would have grown to $19,054 — a 21% return. Enhanced DCA over the same period returned 19%.

Question 4

Is DCA into CTRE worth it?

Accepted Answer

Based on a 5-year backtest, DCA into CTRE returned 46% with standard weekly purchases. An intelligent DCA strategy that buys more during dips returned 62% over the same period — a 16% gain in return, while deploying more capital.

Question 5

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

Accepted Answer

Dollar cost averaging $100/week into CTRE for 5 years would result in approximately 1061 shares with a standard DCA approach (avg entry $25). Enhanced DCA targeting dips results in 1340 shares at an average entry of $22.

Question 6

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

Accepted Answer

Enhanced DCA into CTRE returned 62% over the past 5 years. The S&P 500 (SPY) returned approximately 53% over the same period. CTRE's performance reflects its volatility as a real estate asset. Enhanced DCA outperformed standard DCA by 16%, demonstrating the value of intelligent entry timing during market dips.

Question 7

What is the risk of dollar cost averaging into CTRE?

Accepted Answer

Past backtest performance does not guarantee future results. CTRE is a real estate 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 CareTrust REIT, Inc. dollar cost averaging strategy?

Accepted Answer

Standard DCA invests a fixed amount ($100/week or $433/month) into CTRE 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 16% higher returns than standard DCA while deploying more total capital into CTRE.

Period	Standard DCA	Enhanced DCA	Alpha
1-Year	-6%	-4%	+2%
3-Year	21%	19%	-2%
5-Year	46%	62%	+16%

CTRE DCA Backtest — Dollar Cost Averaging Results

CTRE DCA Results: Key Findings

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Dollar cost averaging into CTRE — backtest results

Buying the dips for CareTrust REIT, Inc.