Portfolio Rebalancing
How far has my portfolio drifted?
Name your sleeves, enter what each holds and what you meant each to hold. The tool reports the gap and the moves that close it. It never decides the target for you.
Your portfolio
Sleeve 1
Sleeve 2
Target total100%
Largest drift from target
10.0 pp
Across 2 sleeves, before any move.
Portfolio value
€100,000
Value after the move
€100,000
Total to buy
€10,000
Total to sell
€10,000
Largest drift remaining
0.0 pp
Sleeve by sleeve
| Sleeve | Now | Weight | Target | Drift | Action | After |
|---|---|---|---|---|---|---|
| Equities | €80,000 | 80.0% | 70.0% | +10.0 pp | Sell €10,000 | €70,000 |
| Bonds | €20,000 | 20.0% | 30.0% | -10.0 pp | Buy €10,000 | €30,000 |
Method, sources and limits
- Method version
- 1.0.0
- Targets are computed on the final portfolio, new money included. In new-money-only mode the contribution is shared across the sleeves below target in proportion to how far below they are, and nothing is ever sold. Taxes, trading fees, spreads and account restrictions are outside this tool.
Past performance is not a guide to future returns. These figures describe what happened over the period shown and nothing else.
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