Portfolio Rebalancing Calculator

Instructions:

1. Enter your current holdings for each asset in the "Current Value" column.

2. Enter how much new money you want to invest this month in the "Monthly Investment" field.

3. The calculator will show you how much of each asset to buy to move closer to your target allocation.

Asset Current Value (€) Current Allocation (%) Target Allocation (%) Target Value (€) Difference (€) Buy Amount (€)
Global Actions 0% 0 0 0
Emerging Actions 0% 0 0 0
Euro Bonds 0% 0 0 0
Gold 0% 0 0 0
Total 0 0% 100% 0 0 0

Calculation Method:

This calculator uses a proportional rebalancing approach to help you get closer to your target allocation with each monthly investment:

  1. It calculates your current asset allocation based on your existing holdings
  2. It determines the ideal distribution of your new investment to move closer to your target allocation
  3. Assets that are most underweight relative to your target allocation receive more of the new investment

Note: This approach gradually moves your portfolio toward your target allocation. For a complete rebalance, you would need to sell overweight assets and buy underweight ones.