When to use this calculator
Find the amount needed to move one holding to a target portfolio weight. Positive means buy and negative means sell under a fixed-total model. Costs and tax are excluded.
Explore the investment return calculators for other questions in this topic. For a related calculation, use the Portfolio Weight Calculator: Calculate an asset’s percentage of a portfolio total.
PUTTING IT INTO PRACTICE
Portfolio Rebalance Amount: a worked example
The values below are an illustrative example, not a recommendation. Replace them with measurements or assumptions that match your question.
| Input | Example value |
|---|---|
| Total portfolio value | 10,000 |
| Current asset value | 2,000 |
| Target asset weight (%) | 30 |
| Result | 1,000 currency units |
- Check the input labels and enter the example values above.
- Apply the relationship: Rebalance amount = total value × target weight/100 − current asset value.
- The result is 1,000 currency units, rounded for display.
How to interpret your result
Positive means buy and negative means sell under a fixed-total model. Costs and tax are excluded.
Return measures must cover the same time period before comparison. CAGR annualises two endpoint values but does not model interim cash flows. Current income yield differs from total return or yield to maturity.
Frequently asked questions
Can CAGR handle money added during the period?
The simple endpoint CAGR model does not account for intermediate deposits and withdrawals. Those require cash-flow-aware methods.
When is the portfolio rebalance amount calculator useful?
Find the amount needed to move one holding to a target portfolio weight. Positive means buy and negative means sell under a fixed-total model. Costs and tax are excluded.
How do I use the portfolio rebalance amount calculator?
Enter total portfolio value, current asset value, target asset weight (%). The result updates automatically. Use the units shown beside each input; the example values illustrate the method.
Which formula does this calculator use?
Rebalance amount = total value × target weight/100 − current asset value.
What should I check before using the result?
Positive means buy and negative means sell under a fixed-total model. Costs and tax are excluded.
How are results rounded?
Scalar numbers display up to six decimal places, with scientific notation for very large or small values. Text, fraction, date and schedule outputs use the format described on the tool. Intermediate calculations use JavaScript floating-point arithmetic. Keep sensible precision for your measurements.
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