Free Portfolio Rebalance Calculator
Determine how to rebalance your investment portfolio back to its target asset allocation.
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Stocks: Buy/Sell
-$10,000
Bonds: Buy/Sell$5,000
Cash: Add/Remove$5,000
Total Rebalance Volume$20,000
Stocks: Buy/Sell vs Total Portfolio Value
Portfolio Rebalancing
Rebalancing restores your portfolio to its target allocation after market movements cause drift.
Why Rebalance?
How to Rebalance
Trade Amount = Portfolio Value x (Target% - Current%) / 100
Positive values mean buy; negative values mean sell.
When to Rebalance
Example Calculation
$100,000 portfolio: 70% stocks, 25% bonds, 5% cash. Target: 60/30/10.
- 01Stocks: sell $100,000 x (60% - 70%) = -$10,000
- 02Bonds: buy $100,000 x (30% - 25%) = +$5,000
- 03Cash: add $100,000 x (10% - 5%) = +$5,000
- 04Total volume = $10,000 + $5,000 + $5,000 = $20,000
Frequently Asked Questions
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