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DCA Optimization Model

The initial task I got in one of the interview and it looks like this:


Practical Assignment

Test an investment strategy of buying the Japanese index.

Imagine a scenario where an investor started purchasing the index every Monday at market open, beginning on 01/01/1990, investing the same amount in USD each time.

Answer the following questions:

  1. What would be the total return in USD by the last day of the available data?
  2. How much time would the investment spend in drawdown?
  3. Without drastically changing the investment method, apply a couple of techniques to increase the return and reduce drawdown duration.

Present your results in a Jupyter Notebook. Any additional analysis or results will be considered a plus.


DCA strategy have 393% investment return.

For improve this number I have created 3 strategy:

1. Buy more of the index during drawdowns (+353% IR)
2. Market seasonality strategy (+395% IR)
3. MA26 strategy (+422% IR)

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