Portfolio Rebalancing Calculator
✓Rebalancing Actions
Stocks
70.00% → 60% target
$-10,000.00
Bonds
20.00% → 30% target
+$10,000.00
Cash
10.00% → 10% target
$0.00
Total Portfolio: $100,000.00
Portfolio rebalancing restores your target asset allocation after markets shift the proportions. It enforces buy-low/sell-high discipline and keeps your intended risk level consistent.
- 1Compare current weights to target weights
- 2Sell over-weight; buy under-weight assets
- 3Rebalance annually or when any asset drifts > 5% from target
- 4Do it in tax-advantaged accounts to avoid capital gains
Target 60/40 stocks/bonds; stocks grew to 70%=Sell ~10% of portfolio from stocks; reinvest in bonds
| Frequency | Cost | Drift |
|---|---|---|
| Monthly | High | Minimal |
| Quarterly | Moderate | Low |
| Annual | Low | Acceptable |
| Threshold (5%) | Low | Efficient |
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