Portfolio assets
| Current value | Target weight, % | Remove row | |
|---|---|---|---|
| — | |||
| — | |||
| — |
Result
Total portfolio value
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This calculation is for informational purposes only and does not replace advice from a qualified professional. Formulas and rates may not fit your exact situation — double-check the figures before making decisions.
How it is calculated
Each asset's target value = total portfolio value × target weight ÷ 100. The amount to buy or sell = target value − current value: a positive number means 'buy', a negative one means 'sell'.
Over time, assets in a portfolio grow and fall at different rates, and actual weights drift from what was originally planned — whatever grew faster starts taking up more of the portfolio than intended, concentrating risk in it. Rebalancing brings the weights back to their targets.
The sum of all buy and sell trades should ideally net out to zero (what's sold from some assets covers buying more of others) — if it doesn't, the entered target weights don't add up to 100% and either require adding money to the portfolio or withdrawing some.