Question 1

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

Accepted Answer

Dollar cost averaging $100 per week into HZO for 5 years (261 purchases) would have resulted in a total investment of $26,100 and a current value of $43,307, a return of 66%. Using Enhanced DCA, which concentrates buys during dips, the same $100/week base deployed $51,740 and grew to $91,906 — a 78% return.

Question 2

What is the best DCA strategy for HZO?

Accepted Answer

Backtesting shows Enhanced DCA — which increases buy amounts during market dips and reduces or skips buys when HZO is overextended — outperformed standard weekly DCA by 12% over 5 years. The enhanced strategy achieved a 78% return vs 66% for standard DCA.

Question 3

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

Accepted Answer

Investing $100 per week into HZO for 3 years (157 purchases, $15,700 total) would have grown to $28,347 — a 81% return. Enhanced DCA over the same period returned 103%.

Question 4

Is DCA into HZO worth it?

Accepted Answer

Based on a 5-year backtest, DCA into HZO returned 66% with standard weekly purchases. An intelligent DCA strategy that buys more during dips returned 78% over the same period — a 12% gain in return, while deploying more capital.

Question 5

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

Accepted Answer

Dollar cost averaging $100/week into HZO for 5 years would result in approximately 827 shares with a standard DCA approach (avg entry $32). Enhanced DCA targeting dips results in 1755 shares at an average entry of $29.

Question 6

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

Accepted Answer

Enhanced DCA into HZO returned 78% over the past 5 years. The S&P 500 (SPY) returned approximately 53% over the same period. HZO's performance reflects its volatility as a consumer discretionary asset. Enhanced DCA outperformed standard DCA by 12%, demonstrating the value of intelligent entry timing during market dips.

Question 7

What is the risk of dollar cost averaging into HZO?

Accepted Answer

Past backtest performance does not guarantee future results. HZO is a consumer discretionary 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 MarineMax, Inc. dollar cost averaging strategy?

Accepted Answer

Standard DCA invests a fixed amount ($100/week or $433/month) into HZO 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 12% higher returns than standard DCA while deploying more total capital into HZO.

Period	Standard DCA	Enhanced DCA	Alpha
1-Year	70%	111%	+41%
3-Year	81%	103%	+22%
5-Year	66%	78%	+12%

HZO DCA Backtest — Dollar Cost Averaging Results

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Dollar cost averaging into HZO — backtest results

Buying the dips for MarineMax, Inc.