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Portfolio Rebalancing Calculator

Calculate how to rebalance your investment portfolio to maintain your target asset allocation

Frequently Asked Questions

Why you can trust our Portfolio Rebalancing Calculator

This calculator provides accurate, reliable results based on industry-standard formulas and methodologies. Our tools are regularly tested and verified by domain experts.

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Understanding Portfolio Rebalancing

Regular portfolio rebalancing is crucial for maintaining your desired investment risk level and achieving long-term financial goals.

Why Rebalance Your Portfolio

Market movements can cause your asset allocation to drift from your target percentages, potentially exposing you to more risk than intended or reducing potential returns.

When to Rebalance

Most investors rebalance their portfolios annually or when allocations drift significantly from targets. Some prefer quarterly rebalancing for tighter control.

Tax Considerations

Consider tax implications when rebalancing taxable accounts. Using new contributions or rebalancing in tax-advantaged accounts can help minimize tax impact.

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Last updated: 9/3/2025