Here's a calculator to calculate how exactly to rebalance your portfolio and how much to buy and sell of each asset:
Portfolio Rebalancing Calculator
Enter your target allocations and current values to see exactly what to buy and sell.
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Asset Target % Current Value ($)
Targets sum to: 100.0%
OptimizedPortfolio.com
Rebalancing a portfolio brings it back into balance and maintains its target risk profile instead of letting markets dictate that. This tool can be useful in showing you exactly how much to buy and sell of each ETF, for example, to rebalance.
Before selling, consider directing new contributions to underweight assets first to avoid realizing capital gains, which is a taxable event in a taxable account.
Check out more financial calculators here.
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