Portfolio Balance Calculator
Realign your assets to match your target risk profile.
Asset Allocation
Total Value
$10,000.00
Total Target %
100%
Why Rebalance?
Over time, different assets in your portfolio will grow at different rates. This causes your portfolio to "drift" away from your intended risk profile.
If stocks perform well, they might grow to represent 80% of your portfolio when your target was 60%, making you more exposed to market crashes than you intended. Rebalancing forces you to "sell high and buy low," taking profits from winners and reinvesting in undervalued areas.