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Indra Surya Permana
Universitas Nahdlatul Ulama Cirebon
Aerospace Engineering Agriculture, Biological Sciences & Forestry Automotive Engineering Biochemistry, Genetics & Molecular Biology Chemical Engineering, Chemistry & Bioengineering Computer Science & IT Decision Sciences, Operations Research & Management Dentistry Economics, Econometrics & Finance Education Electrical & Electronics Engineering Engineering Health Professions Immunology & microbiology Industrial & Manufacturing Engineering Languange, Linguistic, Communication & Media Law, Crime, Criminology & Criminal Justice Mathematics Medicine & Pharmacology Nursing Physics Public Health Social Sciences Other

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Journal : International Journal of Management Science and Application

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Comparison of Long-Term Investment Strategies: DCA vs Lump-Sum Investing in the S&P 500 Index Tengku Muhammad Elzafir Habsjah; Indra Surya Permana
International Journal of Management Science and Application Vol. 2 No. 2 (2023): ijmsa
Publisher : Sultan Publisher

Show Abstract | Download Original | Original Source | Check in Google Scholar | DOI: 10.58291/ijmsa.v2i2.126

Abstract

This research delves into the realm of long-term investments, a domain often navigated by unsophisticated investors who prefer a hands-off, 'set and forget' approach. Central to this investigation are two dominant investment strategies: Dollar-Cost Averaging and Lump-Sum investing. The study meticulously compares the performance of these strategies over a significant 21-year period, from January 2002 to December 2022, a timeline punctuated by major market upheavals such as the Dot Com Bubble and the 2020 Coronavirus crash. Drawing data from the reputable Yahoo! Finance on the S&P 500 index, the research offers a robust backtest of both strategies. The results are illuminating: Lump-Sum investments, especially those made during the nadir of February 2009, realized returns amplifying the initial investment by up to 5.2 times, clearly overshadowing the returns from Dollar-Cost Averaging. Intriguingly, a fusion of both strategies, a hybrid approach, showcased even more impressive gains, hinting at the merits of a diversified investment strategy. Conclusively, within the parameters of this research, Lump-Sum investing emerges as the more potent strategy. However, the study also paves the way for future inquiries, especially concerning the potential of these strategies in the turbulent waters of volatile assets, exemplified by Bitcoin.
Co-Authors Agna Safera Ahmad Syaripudin Andinna Ananda Yusuff Dedi Somantri Devin Mahendika Didin Rasidin Donasyhafira Bella Sayekti Fardhoni Listyaningsih Mahardiko, Rahutomo Matheus Aba Mohamad Ricky Martin Nadia Aimatun Nisa Popy Viranti Rahutomo Mahardiko Retina Sri Sedjat Retina Sri Sedjati Retina Sri Sedjati Riski Dwi Prameswari Romi Hendra Sukana Susi Herliawati Taufik Hidayat Tengku Muhammad Elzafir Habsjah Wahyudi Wahyudi