What is portfolio rebalancing?
Over time, market movements cause each position in your portfolio to drift away from its intended weight. Rebalancing restores your target allocation by selling assets that have grown beyond their target and buying those that have fallen below it. Regular rebalancing helps manage risk and maintain the strategy you chose when you first built your portfolio.
How to use this calculator
Enter each holding with its current market value and your desired target percentage. The calculator shows the trade required — positive values mean buy more, negative values mean sell. Totals update automatically when you change the currency toggle. You can add or remove rows to match your actual portfolio.
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