Portfolio rebalancing calculator

Rebalancing does not predict prices. It brings a holding that drifted away from your plan back toward a target chosen before the market moved.

When to act

Choose the target before the market moves. Consider adjusting only when the holding crosses a tolerance band you set in advance or at a scheduled review, rather than using “rebalancing” as a label for chasing prices.

If the target is unclear, read how much to allocate, then use the staged-buy calculator to divide an adjustment.