I think with Value Averaging There are sells when the security out performs its planned performance. I also think he increases the contribution amount to pace inflation.
Synchrovest in 2nd gear would increase purchases in two ways. Once a full sale is made of all securities, the proportion of buys when price is below cost of shares increases also. I forgot at what point one also goes from 3/4 of monthly contribution to 100% of monthly installments. I'll have to find the book again for the exact point of increasing the amount
I've thought a lot about variants of dollar cost averaging. I think synchrovest 1st gear is probably the middle path. I think liquidation and restarting the program should be at 40% profit. The amount you quoted Ms, Tomlinson.
I'm glad your board is still active as I enjoy exploring your posts . I find them very educational.