Ribilanciatore di asset
Confronta le allocazioni attuali con quelle obiettivo per generare strategie di acquisto/vendita ottimali.
Try the calculator
Run the numbers yourself with the inputs below.
Overview
The Asset Rebalancer compares current allocations to a target mix and tells you how much to buy or sell in each bucket.
How it works
Trade Amount = (Total Portfolio * Target %) - Current ValueA positive number means you are underweight and should buy. A negative number means you are overweight and should sell.
Worked example
You hold 70,000 in stocks and 30,000 in bonds. Your policy target is 60% stocks and 40% bonds.
= Total is 100,000. Target stock value is 60,000, so sell 10,000 of stocks and buy 10,000 of bonds.
When to use it
- Run a quarterly or yearly portfolio review against a written policy
- Decide which bucket to direct new contributions toward
- Quantify drift after a sharp market move
Frequently asked questions
How often should I rebalance?
Common rules are calendar-based or threshold-based. Consistency matters more than the exact rule.
Does rebalancing trigger taxes?
In a taxable account, selling appreciated assets can realize capital gains.
Can I model more than two asset classes?
This calculator is limited to a stock and bond/cash split.