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How Should I Rebalance My Portfolio?
Portfolio Rebalancing Calculator
Enter up to six holdings, their values and your own target mix. See what to buy or sell to get back on target, or how to rebalance with new cash only.
New to this? Read The Short Guide First →
2 Your Result
To get back to your target mix, move
Buy And Sell To Reach Your Targets
| Holding | Now → Target | Trade |
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Rebalance With New Cash Only
| Holding | Buy | Share After |
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A result link includes the numbers you entered. Only share it with people you trust.
What This Estimate Assumes
Uses only the targets you enter; it does not suggest a mix. A full rebalance buys and sells so every holding matches its target share of your total plus any new cash. The new-cash-only option never sells: it tops up first the holdings furthest below target relative to their own target size (current value ÷ target share), raising them together, so a holding only a little under its target can get none of the new cash. Holding names stay on this device and are not added to result links. Ignores trading costs, taxes, lot sizes, spreads and price moves. Checked 4 October 2026. General information and estimates only, not financial, tax or legal advice.
3 What Next
See The Steps For This GoalRead The GuideHow Do I Rebalance My Portfolio Back To My Target Mix? →Before You Use This Number
Does This Tell Me What Mix To Hold?
No. It only uses the targets you enter. Choose your mix from your own goals, timeline and comfort with risk.
Why Rebalance With New Cash Only?
Adding new money to holdings below target avoids selling, which can mean fewer fees and less tax where gains are taxed. It may not get you all the way back to target.