Portfolio Rebalancing Calculator
Calculate how to rebalance your investment portfolio to maintain your target asset allocation.
Portfolio Assets
$
%
$
%
$
%
Total Portfolio Value
$100,000
Portfolio Drift
5.0%
Trades Required
2
Rebalancing Actions
| Asset | Current | Current % | Target % | Target Value | Action |
|---|---|---|---|---|---|
| Stocks | $60,000 | 60.0% | 60% | $60,000 | Hold |
| Bonds | $25,000 | 25.0% | 30% | $30,000 | Buy $5,000 |
| Cash | $15,000 | 15.0% | 10% | $10,000 | Sell $5,000 |