Portfolio Rebalancing Tool
Optimize your asset allocation and rebalance your investment portfolio
Portfolio Holdings
Current vs Target Allocation
Current Allocation
Target Allocation
Rebalancing Actions
Total Portfolio Value:$85,000
US Stocks
52.9% → 50%
Sell $2,500
2.94% of portfolio
International Stocks
23.5% → 25%
Buy $1,250
1.47% of portfolio
Bonds
17.6% → 20%
Buy $2,000
2.35% of portfolio
Cash
5.9% → 5%
Sell $750
0.88% of portfolio
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Understanding the Concept
Portfolio rebalancing involves adjusting your investment holdings to maintain your desired asset allocation. Regular rebalancing helps manage risk and can improve long-term returns.
Tips to Optimize
- •Rebalance at least annually or when allocations drift by 5%+
- •Use new contributions to rebalance instead of selling
- •Consider tax implications when selling in taxable accounts
- •Rebalance more frequently in volatile markets