📘 How to Use the Asset Allocation Rebalancing Calculator

This calculator helps you rebalance your portfolio based on your current investment amounts and your target asset allocation percentages.

Steps:

• Enter your current values for each asset class (e.g., stocks, bonds, cash).
• Enter your target percentage for each asset class.
• Click “Calculate” to see the ideal amount per asset and how much to buy or sell to rebalance.

Example: If you have $7,000 in stocks, $2,500 in bonds, and $500 in cash, and your target is 60/30/10, the calculator will tell you how much to shift to match your goal.