Portfolio Rebalancing Calculator
Calculate trades needed to restore target asset allocation across stocks, bonds, cash, and other assets.
Portfolio inputs
Enter current values and target weights to estimate buy, sell, and hold actions.
| Asset | Current value | Target weight |
|---|---|---|
% | ||
% | ||
% | ||
% |
Current portfolio
$90,000
Target portfolio
$95,000
Trade required
$5,500
Largest drift
3.33%
| Asset | Current weight | Target weight | Trade | Action |
|---|---|---|---|---|
| US stocks | 46.67% | 45% | +$750 | Buy |
| International stocks | 20% | 20% | +$1,000 | Buy |
| Bonds | 26.67% | 25% | -$250 | Sell |
| Cash | 6.67% | 10% | +$3,500 | Buy |
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