Portfolio rebalancing calculator
Enter current holdings and target weights to see what to buy and sell.
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$
$
70%
20%
Portfolio value
$100,000
Target cash 10%
Largest trade
$2,000
- Stocks — now 72%
- Sell $2,000
- Bonds — now 18%
- Buy $2,000
- Cash — now 10%
- Buy $0
How this is calculated
- · Ignores tax on sales and trading costs
Estimates only — not financial, tax or legal advice.