Rebalancing band calculator
When drift is big enough to act on.
$
60%
68%
5%
Rebalance now
Sell $20,000
Drift
8.0%
- Target value
- $150,000
- Actual value
- $170,000
How this is calculated
- · Estimates only — figures are simplified and ignore local rules and fees.
- · Nothing you enter leaves your device.
Estimates only — not financial, tax or legal advice.