Rebalancing Calculator: Trades Needed to Get Back to Your Target Mix
Rebalancing Calculator
Enter current values and your target percentages for up to four parts of your portfolio. Add new cash if you want to rebalance by buying only.
Example mixes (labels only, not suggestions)
| Example | Stocks | Bonds | Cash |
|---|---|---|---|
| Example A | 80% | 15% | 5% |
| Example B | 60% | 35% | 5% |
| Example C | 40% | 50% | 10% |