Portfolio Rebalance Calculator
Calculate how to rebalance your portfolio. Get exact buy/sell amounts for each asset class.
Last updated: Jan 2025Up to date
Why Rebalance?
Market movements shift your allocation. Annual rebalancing maintains your target risk level and can improve returns through systematic buy-low, sell-high.
When to Rebalance?
- Calendar-based: Once or twice a year
- Threshold-based: When allocation drifts 5%+ from target
- Life events: Marriage, retirement, major income change