Portfolio Rebalancer
Adjust your portfolio and calculate exact contributions
Configuración de Cartera
Fund / Asset
Current Value (€)
Target (%)
%
%
%
Distribución Total
100.0%
Rebalancing Plan
Current Total
11.000 €
Projected Total
11.500 €
Movimientos Recomendados
Fondo Indexado Global (MSCI World)
Obj: 9200,00 €
+700,00 €
BUY
Fondo Emergentes
Obj: 1150,00 €
+150,00 €
BUY
Renta Fija / Bonos
Obj: 1150,00 €
-350,00 €
SELL
Importance of Portfolio Rebalancing in Personal Finance
Portfolio rebalancing is a fundamental risk management strategy in passive and index investing. Over time, market fluctuations cause the assets in your portfolio to grow at different rates, dangerously deviating from your original asset allocation and altering your risk profile.
Our rebalancing calculator allows you to restore these target percentages while minimizing costs. By injecting new capital (savings contributions), the algorithm automatically calculates the necessary buy orders for underweight assets, avoiding the sale of winning assets.