📊 Backtest📒 JournalUpdated 03/07/2026
← 💧 DCA
📐 Simulate Position
STALE?Report written 7 days ago · at $672.60entry levels may be stale — re-check before acting

VOO

ETFMEGA CAP
Vanguard S&P 500 ETF · NYSE Arca · ETF / US Large Cap
$672.60
▲ 0.00%
MCap $996B
S&P 500 ค่าธรรมเนียม 0.03% · AUM ~$1T — มาตรฐาน DCA
BusinessThe S&P 500 in one fund — 500 leading US companies. 0.03% cost, first ETF to cross $1T AUM. Classic DCA core.
Thesis

VOO tracks the S&P 500 — 500 leading US companies — at a 0.03% expense ratio, the benchmark DCA core that recently became the first ETF to top $1T in assets. Marginally less diversified than VTI and at a similar full-market valuation, but the gold-standard hands-off accumulation fund.

📝 Primary Verdict · Core Holding
BUYETF

The S&P 500 benchmark core at 0.03% — DCA monthly, forever. (VTI or VOO, not both.)

78
score / 100 ⓘ
⚡ Catalyst
🏦 S&P 500 compounding

Captures large-cap America's long-run earnings growth + dividends at near-zero cost.

🎯 Entry Point
Entry 1
$673.00
DCA nowNow
Entry 2PREFERRED
$620–650
Add zone on pullbackIf dips
Entry 3
$560.00
Correction valueDeep dip
✅ Take Profit
TP1
Long-run base case
$740
+10%
TP2
Multi-year total return
$795
+18.2%
TP3
Long-run compounding + dividends
$905
+34.6%
🔴 Stop Loss
Tight Stop
Accumulate-band floor (add, don't sell)
$620
-8%
Hard Stop
Only if thesis breaks (i.e. it won't)
$560
-17%
Risk / Reward
DCA, not a daily stop
n/a (DCA)
⚠ Benchmark core
📅 Estimate Date
🏛️ Fed / Macro Risk — LOW

Assesses how Fed policy / interest rates / inflation affect this stock — LOW = minimal risk, HIGH = proceed with caution

Rate Outlook
Large-cap index is diversified across sectors; rate impact is moderate.
Inflation
Large caps with pricing power outpace inflation over time.
Sector Impact
Broad large-cap exposure cushions single-sector shocks.
Summary
Low Fed sensitivity — the benchmark all-weather US large-cap proxy.
📎 Sources

Generated 2026-06-28 · Not financial advice