Question 1

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

Accepted Answer

Dollar cost averaging $100 per week into OHI for 5 years (261 purchases) would have resulted in a total investment of $26,100 and a current value of $33,807, a return of 30%. Using Enhanced DCA, which concentrates buys during dips, the same $100/week base deployed $32,216 and grew to $45,374 — a 41% return.

Question 2

What is the best DCA strategy for OHI?

Accepted Answer

Backtesting shows Enhanced DCA — which increases buy amounts during market dips and reduces or skips buys when OHI is overextended — outperformed standard weekly DCA by 11% over 5 years. The enhanced strategy achieved a 41% return vs 30% for standard DCA.

Question 3

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

Accepted Answer

Investing $100 per week into OHI for 3 years (157 purchases, $15,700 total) would have grown to $18,183 — a 16% return. Enhanced DCA over the same period returned 21%.

Question 4

Is DCA into OHI worth it?

Accepted Answer

Based on a 5-year backtest, DCA into OHI returned 30% with standard weekly purchases. An intelligent DCA strategy that buys more during dips returned 41% over the same period — a 11% gain in return, while deploying more capital.

Question 5

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

Accepted Answer

Dollar cost averaging $100/week into OHI for 5 years would result in approximately 761 shares with a standard DCA approach (avg entry $34). Enhanced DCA targeting dips results in 1022 shares at an average entry of $32.

Question 6

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

Accepted Answer

Enhanced DCA into OHI returned 41% over the past 5 years. The S&P 500 (SPY) returned approximately 53% over the same period. OHI's performance reflects its volatility as a real estate asset. Enhanced DCA outperformed standard DCA by 11%, demonstrating the value of intelligent entry timing during market dips.

Question 7

What is the risk of dollar cost averaging into OHI?

Accepted Answer

Past backtest performance does not guarantee future results. OHI 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 Omega Healthcare Investors, Inc. dollar cost averaging strategy?

Accepted Answer

Standard DCA invests a fixed amount ($100/week or $433/month) into OHI 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 11% higher returns than standard DCA while deploying more total capital into OHI.

Period	Standard DCA	Enhanced DCA	Alpha
1-Year	-3%	-1%	+2%
3-Year	16%	21%	+5%
5-Year	30%	41%	+11%

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Dollar cost averaging into OHI — backtest results

Buying the dips for Omega Healthcare Investors, Inc.