The Warren Strategy
Two levers: disciplined DCA + opportunistic VIX deployment. No timing, no complexity.
Core Principles
Consistent DCA — Weekly or Monthly
Invest a fixed base amount on a regular schedule. Choose weekly (52 buys/year) or monthly (12 buys/year). Always deploy 100% of your base amount — no timing the market.
VIX Panic Deployment
When the VIX fear index spikes above your thresholds, deploy extra capital into QQQ. This is the single strongest historical signal in the market — VIX > 35 has delivered +46.9% average 12-month returns with a 100% win rate.
Full Compounding
QQQ dividends are automatically reinvested in the backtest. Every dollar deployed works from day one, and returns compound over time. This is what turns $17.5K of VIX deployments into $51K+ over a decade.
Cash Reserve Planning
Based on 25+ years of historical VIX data, Warren estimates how many times each threshold will trigger per year — so you know exactly how much cash to keep liquid in reserve.
How It Works
Lever 1: DCA Schedule
- • Set your base amount (e.g., $250/week or $1,000/month)
- • Choose weekly or monthly frequency
- • Invest the full amount every period — no exceptions, no hesitation
- • Weekly DCA gives 52 entry points/year vs 12 for monthly
Lever 2: VIX Panic Deployment
| VIX Level | Signal | Avg 12-Mo Return | Win Rate |
|---|---|---|---|
| VIX > 25 | Elevated Fear | +11.7% | 72% |
| VIX > 30 | High Fear | +33.8% | 86% |
| VIX > 35 | Extreme Fear | +46.9% | 100% |
- • Checked at every weekly or monthly close
- • Only the highest applicable threshold triggers (no stacking)
- • Extra cash deployed alongside your regular DCA — not instead of it
How Often Will VIX Fire?
Based on 27 years of daily VIX data (1999–2026). Use this to plan your cash reserves.
| Threshold | Monthly (per year) | Weekly (per year) |
|---|---|---|
| VIX > 25 | ~2.5× | ~9.7× |
| VIX > 30 | ~1.1× | ~4.4× |
| VIX > 35 | ~0.5× | ~2.4× |
The dashboard automatically calculates your estimated annual reserve based on your specific amounts.
Interactive Calculator
Adjust the parameters to simulate how the strategy would have performed historically. Toggle between weekly and monthly DCA, enable VIX deployment, and compare results.
Interactive Calculator
VIX Panic Deployment
VIX > 25
Elevated
VIX > 30
High
VIX > 35
Extreme