ETF Rebalancing Calculator: back to your target allocation
Enter your current value per asset class and your target percentages — the calculator shows what to buy or sell.
Your allocation
Simplified calculation without taxes or transaction costs, not investment advice.
3 asset classes deviate from your target allocation.
Positive values mean buy, negative values mean sell.
Total value
€100,000.00
Sum of targets
100%
Adjustments needed
3
How it works
Rebalancing in detail
Why and how to regularly rebalance your portfolio.
Why rebalance?
Different price movements shift your allocation over time — rebalancing brings your risk back to the level you intended.
Buying underweight classes
Asset classes below their target share get topped up — this tends to buy in cheap.
Selling overweight classes
Asset classes above their target share get trimmed — this tends to realize gains.
Frequently asked
Questions about rebalancing
Rebalancing means bringing a portfolio back to its originally planned target allocation through targeted buys and sells.
Common approaches are fixed intervals (e.g. yearly) or threshold-based (e.g. once a deviation exceeds 5 percentage points) — both are reasonable, not the one correct answer.
Planafolio shows you deviations and concrete buy/sell suggestions for your real portfolio — execution is up to you.
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Rebalancing for your real portfolio
Set your own target allocations and see deviations for your actual portfolio — get started for free.
Get started for free