About Warren

The Problem

Traditional dollar-cost averaging (DCA) invests the same amount on a regular schedule regardless of market conditions. While this is far better than trying to time the market, it also means you invest the same amount during euphoric rallies as during fear-driven panics — missing the opportunity to deploy extra capital when prices are clearly cheap.

The Insight

When VIX spikes, the market is panicking — and historically that's the single best time to deploy extra capital. Our research across 25+ years of data shows that VIX > 35 has delivered +46.9% average 12-month returns with a 100% win rate. Warren combines disciplined DCA (weekly or monthly) with automated VIX-based extra deployment to capture this edge.

Weekly vs Monthly DCA

Warren supports both weekly and monthly DCA schedules. Weekly DCA gives you 52 entry points per year, smoothing your cost basis more aggressively. Monthly DCA is simpler — 12 buys per year. Both work. The key is consistency, and Warren supports whichever cadence fits your cashflow and trading style. VIX deployment amounts apply to whichever frequency you choose.

The VIX Edge

VIX is the market's fear gauge. When it spikes above 25, 30, or 35, it signals elevated, high, or extreme fear. Historical data is unambiguous: deploying extra capital at these levels generates outsized returns. In a 10-year backtest, $17,500 of VIX-triggered deployments grew to $51,488 — a +194% return that compounds alongside your regular DCA. Every single VIX deployment was profitable.

Cash Reserve Planning

One of the challenges of fear-based deployment is knowing how much cash to keep in reserve. Warren solves this by analyzing 27 years of daily VIX data to tell you exactly how often each threshold triggers — so you can calculate your expected annual deployment and keep the right amount in a liquid account (T-bills, HYSA) ready to strike.

Who Is This For?

• Long-term investors who DCA into the Nasdaq-100 via QQQ
• Investors who want a data-driven edge on top of plain DCA
• Those who can keep cash reserves ready for fear-driven deployment
• Anyone looking for a disciplined, transparent investment strategy backed by decades of data