Portfolio Rebalance
Enter your target and current allocations to see if it's time to rebalance.
Rebalancing needed?
No
Max drift: 0%
Stocks target
$0
Stocks current
$0
Stocks drift
0%
Bonds target
$0
Bonds current
$0
Bonds drift
0%
Worked example
With the default inputs shown below, this calculator returns the following results:
| Input | Value |
|---|---|
| Total portfolio value ($) | $500,000 |
| Target stocks (%) | 60% |
| Current stocks ($) | $330,000 |
| Target bonds (%) | 30% |
| Current bonds ($) | $140,000 |
| Rebalancing threshold (%) | 5% |
| Result | Value |
|---|---|
| Rebalancing needed? | Yes β rebalance |
| Stocks target | $300,000 |
| Stocks current | $330,000 |
| Stocks drift | +10.0% |
| Bonds target | $150,000 |
| Bonds current | $140,000 |
Values shown are produced by this page in your browser; change any input to update them.
How to use the Portfolio Rebalance
- Total portfolio value ($) β default $500,000
- Target stocks (%) β default 60%
- Current stocks ($) β default $330,000
- Target bonds (%) β default 30%
- Current bonds ($) β default $140,000
- Rebalancing threshold (%) β default 5%
- Press Calculate to update the results instantly.