Portfolio Rebalancing Calculator
Optimize your investment portfolio by maintaining your desired asset allocation
Current Portfolio Holdings
Rebalancing Options
Rebalancing Recommendations
Current Allocation
Target Allocation
Rebalancing Summary
Total Buys:
$0
Total Sells:
$0
Tax Impact:
$0
Transaction Costs:
$0
Detailed Rebalancing Instructions
| Asset | Current Value | Current % | Target % | Target Value | Difference | Action | Amount |
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📚 Portfolio Rebalancing Guide
Why Rebalance?
Rebalancing maintains your desired risk level and can improve returns by enforcing disciplined buying low and selling high.
When to Rebalance?
Consider rebalancing when allocations drift 5-10% from targets or on a regular schedule (quarterly, annually).
Tax-Efficient Strategies
Use new contributions to buy underweight assets first. In taxable accounts, consider donating appreciated securities.
📈 Historical Rebalancing Simulator
Rebalanced Portfolio:
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Unbalanced Portfolio:
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Difference:
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Disclaimer: This tool provides educational information only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making investment decisions.