⚖️Portfolio Management
Portfolio Rebalancing Calculator
Calculate exactly how much to buy or sell to maintain your target asset allocation
Portfolio Details
| Asset | Current % | Current Value | Target % | |
|---|---|---|---|---|
| £35,000 | ||||
| £30,000 | ||||
| £25,000 | ||||
| £10,000 | ||||
| Total | 100.0% | £100,000 | 100.0% |
Rebalancing Actions
UK Stocks
35% → 40%
BUY
£5,000
US Stocks
30% → 30%
HOLD
£0
Bonds
25% → 20%
SELL
£5,000
Cash
10% → 10%
HOLD
£0
💡 Rebalancing Tips
- • Rebalance when allocation drifts 5%+ from target
- • Use new contributions to rebalance (buy underweight assets)
- • Consider annual or semi-annual rebalancing
- • Be mindful of trading fees and tax implications
- • Hold off during extreme market volatility
💎 Auto-Rebalance
Track & Rebalance with Trio
Trio tracks your portfolio allocation in real-time and alerts you when rebalancing is needed
Start Free →Why Rebalance Your Portfolio?
Portfolio rebalancing is the process of realigning your investments to maintain your target asset allocation. Over time, some assets grow faster than others, causing your portfolio to drift from your intended risk profile.
Example:
You start with 60% stocks, 40% bonds. After a strong year, stocks grow to 75% of your portfolio.
Without rebalancing, you're now taking more risk than intended. Rebalancing sells some stocks and buys bonds to return to 60/40.