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Asset Allocation & Rebalancing Calculator
Enter your current holdings and target allocation to see drift and get exact buy/sell rebalancing instructions.
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Your Holdings
$
%
$
%
$
%
$
%
$
Current Portfolio
$65,000
After Contribution
$65,000
Current vs Target Allocation
Rebalancing Instructions
US Stocks (VTI)
61.5% → 40.0% (target $26,000)
Sell $14,000
Intl Stocks (VXUS)
18.5% → 20.0% (target $13,000)
Buy $1,000
Bonds (BND)
12.3% → 30.0% (target $19,500)
Buy $11,500
REITs (VNQ)
7.7% → 10.0% (target $6,500)
Buy $1,500
US Stocks (VTI)
+21.5%Intl Stocks (VXUS)
-1.5%Bonds (BND)
-17.7%REITs (VNQ)
-2.3%Advertisement
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