Welcome to the Bitcoin Strategic Investment Calculator

A Comparison of a Strategic Bitcoin Portfolio Management Strategy vs.
a Vanilla Buy-and-Hold / Dollar-Cost Averaging Strategy

Enhancing your investment approach and risk-based returns can allow you to accumulate significantly more Bitcoin with the same amount of fiat. Contrary to popular belief, a simple buy-and-hold or dollar-cost averaging strategy may not always be the optimal approach for strategic long-term Bitcoin investing.

Let’s learn from history – This tool aims to assist you with a deeper understanding of the following key elements to enhance your long-term Bitcoin investment strategy:

1. Optimizing capital deployment into Bitcoin, whether through lump sum investments or dollar-cost averaging.
2. Leveraging the favorable compounding effect on multi-year returns through optimized, value-based investing.
3. Using risk-based portfolio rebalancing to enhance risk-based returns.
4. Planning for optimal partial exits to fund your lifestyle requirements.

Please note that this tool is for educational purposes only and should not be considered financial advice. For long-term investment and portfolio analysis, it is prudent to consider a period of at least three years. Always consider potential tax implications of your investment decisions.

Your confidentiality is important to us; no data is retained or stored from any input provided.

Please select parameters for the comparison.

Input Parameters

Historical Analysis Start Date

Select the start date from which to begin the investment modeling (Period ideally be >=3 years).

Historical Analysis End Date

Select the end date for the investment modeling.(Default = most recent date in dataset)

Initial Cash Balance ($)

The amount of cash held at the start of the historical period chosen for modeling.

Initial Bitcoin Holdings (BTC)

Specify the quantity of Bitcoin held at the start of the historical period.

DCA Investment Frequency

Select the frequency of Dollar-Cost-Averaging investments.

Continuous DCA Investment ($)

Enter the amount in USD to be invested at the selected interval into Bitcoin through a Dollar-Cost-Averaging strategy.

Risk Phase Portfolio Cash Allocation (%)

Specify the percentage of your portfolio to be held in cash during the risk phase, when Bitcoin is perceived to be overvalued.

Interest Rate on Idle Funds (%)

Enter the annual interest rate for funds accumulated at Dollar-Cost-Averaging Intervals but not immediately invested in Bitcoin. This rate applies until the funds are invested.