Question 1

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

Accepted Answer

Dollar cost averaging $100 per week into HEI for 5 years (261 purchases) would have resulted in a total investment of $26,100 and a current value of $38,582, a return of 48%. Using Enhanced DCA, which concentrates buys during dips, the same $100/week base deployed $23,672 and grew to $38,090 — a 61% return.

Question 2

What is the best DCA strategy for HEI?

Accepted Answer

Backtesting shows Enhanced DCA — which increases buy amounts during market dips and reduces or skips buys when HEI is overextended — outperformed standard weekly DCA by 13% over 5 years. The enhanced strategy achieved a 61% return vs 48% for standard DCA.

Question 3

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

Accepted Answer

Investing $100 per week into HEI for 3 years (157 purchases, $15,700 total) would have grown to $18,456 — a 18% return. Enhanced DCA over the same period returned 24%.

Question 4

Is DCA into HEI worth it?

Accepted Answer

Based on a 5-year backtest, DCA into HEI returned 48% with standard weekly purchases. An intelligent DCA strategy that buys more during dips returned 61% over the same period — a 13% gain in return, while deploying a similar or smaller amount of capital.

Question 5

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

Accepted Answer

Dollar cost averaging $100/week into HEI for 5 years would result in approximately 129 shares with a standard DCA approach (avg entry $202). Enhanced DCA targeting dips results in 128 shares at an average entry of $185.

Question 6

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

Accepted Answer

Enhanced DCA into HEI returned 61% over the past 5 years. The S&P 500 (SPY) returned approximately 53% over the same period. HEI's performance reflects its volatility as a industrials asset. Enhanced DCA outperformed standard DCA by 13%, demonstrating the value of intelligent entry timing during market dips.

Question 7

What is the risk of dollar cost averaging into HEI?

Accepted Answer

Past backtest performance does not guarantee future results. HEI 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 HEICO Corporation dollar cost averaging strategy?

Accepted Answer

Standard DCA invests a fixed amount ($100/week or $433/month) into HEI 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 13% higher returns than standard DCA while deploying less total capital into HEI.

Period	Standard DCA	Enhanced DCA	Alpha
1-Year	-6%	0%	+6%
3-Year	18%	24%	+7%
5-Year	48%	61%	+13%

HEI DCA Backtest — Dollar Cost Averaging Results

HEI DCA Results: Key Findings

Alpha you missed while unsubscribed

Dollar cost averaging into HEI — backtest results

Buying the dips for HEICO Corporation