Portfolio Rebalancer
Keeps your allocation aligned with your plan after markets drift.
Trades to Rebalance
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Frequently Asked Questions
How often should I rebalance?
Common cadences are annually, or when a weight drifts more than 5 percentage points from target.
Does rebalancing cost money?
Yes — trades incur fees and possible taxes. Balance discipline against turnover cost.
Should I rebalance with new contributions?
Often the cheapest method: direct new money to underweight assets.
Worked Examples
Stocks drifted to 70% from 60%
Sell the overweight and buy bonds/cash to return to plan.
Use contributions
Add new savings to lagging assets to avoid taxable sells.
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⚠️ Disclaimer
Educational tool only. Outputs are illustrative estimates, not financial advice. Investing involves risk including loss of capital.