Rytvae Consulting · Think Right · Invest Right
Asset Rebalancer
Result
Chart
Show formula & working
Target value = Total × target % · Move = Target value − Current value · Drift = Current % − Target %
Details
How this works
Markets move allocations away from the plan. Rebalancing brings the portfolio back to the risk level you chose.
A tolerance band avoids frequent small trades; only asset classes that drift beyond it are flagged.
Frequently asked questions
How often should I rebalance?
Many investors check once or twice a year, or when drift exceeds a band.
Do I have to sell?
Not necessarily — directing new investments to under-weight asset classes often closes the gap without selling.