Portfolio Rebalance Calculator
Buy/sell amounts to return to your target mix.
Enter your values
ⓘ Live results
Results
- Stocks
- Sell $2,000.00 (now 72%)
- Bonds
- Buy $7,000.00
- Cash
- Sell $5,000.00
- Portfolio total
- $100,000.00
Quick answer
Rebalancing sells what has grown past target and buys what has lagged, restoring your intended risk level.
trade = target% x total - current value
How to use the Portfolio Rebalance Calculator
- 1Enter the current value of each sleeve.
- 2Set your target percentages; cash takes the remainder.
- 3Rebalance with new contributions first to avoid taxable sales.
Worked example
Using the values the calculator loads with:
Inputs
- Stocks value72000 $
- Bonds value18000 $
- Cash value10000 $
- Target stocks70 %
- Target bonds25 %
Results
- StocksSell $2,000.00 (now 72%)
- BondsBuy $7,000.00
- CashSell $5,000.00
- Portfolio total$100,000.00
Frequently asked questions
How often should I rebalance?
Annually, or whenever a sleeve drifts more than five percentage points from target.
Does rebalancing boost returns?
Its main job is controlling risk; the return effect is small and inconsistent.
About this calculator
- Built and reviewed by James Whitfield · How we build and test calculators
- Report an error
Results are estimates for general information. For medical, legal, structural or financial decisions, confirm with a qualified professional.