Portfolio Rebalancing Calculator

See how far your portfolio has drifted and exactly how much to buy or sell to get back on target.

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Leave unused holdings blank. Targets must add to 100%.
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Saved Calculations

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How to Rebalance a Portfolio

Target value = total × target %   Trade = target value − current value

Adding new money to the holdings that are under target lets you rebalance without selling (and without realizing taxable gains).

Worked Example

Tips

Many investors rebalance once a year or when an allocation drifts more than 5 percentage points. In taxable accounts, selling can trigger capital gains tax; rebalancing inside retirement accounts avoids that.