Question 1

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

Accepted Answer

Dollar cost averaging $100 per week into WELL for 5 years (261 purchases) would have resulted in a total investment of $26,100 and a current value of $55,831, a return of 114%. Using Enhanced DCA, which concentrates buys during dips, the same $100/week base deployed $20,875 and grew to $56,972 — a 173% return.

Question 2

What is the best DCA strategy for WELL?

Accepted Answer

Backtesting shows Enhanced DCA — which increases buy amounts during market dips and reduces or skips buys when WELL is overextended — outperformed standard weekly DCA by 59% over 5 years. The enhanced strategy achieved a 173% return vs 114% for standard DCA.

Question 3

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

Accepted Answer

Investing $100 per week into WELL for 3 years (157 purchases, $15,700 total) would have grown to $25,880 — a 65% return. Enhanced DCA over the same period returned 65%.

Question 4

Is DCA into WELL worth it?

Accepted Answer

Based on a 5-year backtest, DCA into WELL returned 114% with standard weekly purchases. An intelligent DCA strategy that buys more during dips returned 173% over the same period — a 59% gain in return, while deploying a similar or smaller amount of capital.

Question 5

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

Accepted Answer

Dollar cost averaging $100/week into WELL for 5 years would result in approximately 248 shares with a standard DCA approach (avg entry $105). Enhanced DCA targeting dips results in 253 shares at an average entry of $83.

Question 6

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

Accepted Answer

Enhanced DCA into WELL returned 173% over the past 5 years. The S&P 500 (SPY) returned approximately 53% over the same period. WELL's performance reflects its volatility as a real estate asset. Enhanced DCA outperformed standard DCA by 59%, demonstrating the value of intelligent entry timing during market dips.

Question 7

What is the risk of dollar cost averaging into WELL?

Accepted Answer

Past backtest performance does not guarantee future results. WELL 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 Welltower dollar cost averaging strategy?

Accepted Answer

Standard DCA invests a fixed amount ($100/week or $433/month) into WELL 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 59% higher returns than standard DCA while deploying less total capital into WELL.

Period	Standard DCA	Enhanced DCA	Alpha
1-Year	9%	13%	+5%
3-Year	65%	65%	+0%
5-Year	114%	173%	+59%

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