Portfolio Rebalancing Calculator
Calculate how to rebalance your investment portfolio. See exactly how much to buy or sell to reach target allocations.
Over time, market movements cause your portfolio to drift from target allocations. This calculator shows exactly how much to buy or sell of each asset class to restore your desired balance.
Calculator
Common use cases
- Quarterly portfolio maintenance
- Post-market correction adjustments
- Tax-loss harvesting
- New contribution allocation
How to use
- Enter current value of each asset class
- Set your target allocation percentages
- View how much to buy or sell of each
- Execute trades to rebalance
FAQ
How often should I rebalance?
Common approaches: calendar-based (annually/quarterly) or threshold-based (when drift exceeds 5%).
Are there tax implications?
Selling winners triggers capital gains. Consider rebalancing with new contributions or in tax-advantaged accounts.
Should I rebalance during volatility?
Rebalancing during downturns means buying low, which can boost long-term returns, though it requires discipline.
This calculator provides illustrative estimates for planning purposes only and does not constitute financial, tax, or legal advice.