Work out rebalancing amount instantly with clear inputs, formula shown and shareable results.
Rebalancing restores the intended mix after market moves have shifted it. Because it sells what has risen and buys what has lagged, it enforces a disciplined contrarian trade and keeps portfolio risk at the level you chose.
Rebalance
Shift = (equity + debt) × target - current equity
Figures are estimates for planning only. Market returns are not guaranteed, and rates, limits and tax rules change. This is not financial or tax advice — speak to a qualified adviser before acting.
Annually, or when an asset drifts beyond a set band. More frequent rebalancing adds costs without much benefit.
Not reliably. Its main job is controlling risk, though it can add a small return bonus when assets are volatile and mean-reverting.