Portfolio Rebalancing Calculator

Calculate how to rebalance your investment portfolio to maintain target allocations

Portfolio Examples

$100,000

Total Portfolio Value

100.0%

Total Target Allocation

Asset 1

Asset Name

Current Value ($)

Target Allocation (%)

Asset 2

Asset Name

Current Value ($)

Target Allocation (%)

Asset 3

Asset Name

Current Value ($)

Target Allocation (%)

About Portfolio Rebalancing

Why Rebalance?

• Maintain target risk levels
• Lock in gains from winners
• Buy more of underperforming assets
• Reduce portfolio drift over time

Rebalancing Strategies

• Time-based (quarterly, annually)
• Threshold-based (5% deviation)
• Hybrid approach
• Consider tax implications