OPRT Dollar-cost averaging (DCA) calculator
Oportun Financial Corp
List of actions
Here you can view on what time what actions has been taken:
-
Month startedIt is when your investing journey began ☺️
-
Last monthThis is the last month analysed 📅
-
Investment durationThis is the total length of the investing period
-
InvestedHow much hard-earned cash you have put into this investment in total
— OR —
what sum you would have without investing, if only saving. -
Current worthYou would get this sum, if you'd sell all your shares at the most recent price.
-
Current ROIIf you sell everything at the latest price, you would get this return on investment.
-
Current P/LIf you sell everything at the latest price, you would get this profit or loss.
-
Dividends receivedNo dividends yet.Total sum of all dividends.
Dividends has been received
times -
Highest worth = ATH
-
Current loss from ATHYou are at all-time high!This is your loss comparing to the highest worth.
-
Longest duration without profitYou were always in profit so far!THE PAIN. You have invested for so long and still did not manage to make any profit. In other words, you would done better by only saving, without investing.
-
The biggest lossThis is the biggest nominal loss of profit during all investing period. In other words, this is the maximum loss through this investing journey.
-
Lowest ROIThis is the biggest loss in percentage in all investing period.
-
Worst monthSo far the profit is growing every month!This is the biggest nominal loss of profit in a single month.
-
Worst month in %So far the profit is growing every month!This is the biggest loss of profit in percentages in a single month.
-
Best monthCurrently unavailable.This is the biggest growth of profit in nominal terms in a single month.
-
Best month in %Currently unavailable.This is the biggest growth of profit in percentages in a single month.
-
Without making new ATHCurrently unavailable.This is the maximum duration without making new all-time high at worth.
-
SharesThis is how many fractional shares you own in total.
-
Avg. priceThis is the average price of one stock.
-
Latest priceThis is the latest stock price used in calculations.
-
Annualised ROIThis is average annualised return.
-
Months in profitIt shows how many months you were profitable.
-
Months with ATHIt shows how many months had the highest worth.
Caution! This calculator is for educational purposes only. This is not a financial advise and you are fully responsible for all financial decisions you make.
Dollar-cost averaging (or DCA) is one of the simplest and most effective investing strategies. The idea behind it is very simple - you just keep investing small amounts of money every month, week, or another period of time. Investments are made no matter how the stock is performing and that's the trickiest part because when the stock price is rising you might want to sell everything to secure the profits or stop doing DCA because of the belief that the stock has already reached the top and there is no upside potential left. Ironically when the stock price is sharply falling you might want to do exactly the same, because you can be afraid to lose all the profits you've made or you can lose the faith in this strategy. So the best quote about this situation comes from Warren Buffett: "Investing is simple, but not easy.".
On this page, you will find the dollar-cost averaging calculator for Oportun Financial Corp (OPRT) stock. This calculator can use data dating back to the first trading month of 2019 September, so it will definitely show you the power (and sometimes maybe weakness) of the DCA strategy. Happy investing! 😉
