Investment Calculators
Portfolio Allocation Calculator
Compare your current holdings with a target allocation and see exactly what to buy or sell to rebalance.
Portfolio value
$100,000
- Equities adjustment
- $10,000.00
- Bonds adjustment
- $0.00
- Cash adjustment
- -$10,000.00
- Largest drift from target
- 10%
- Equities
- Bonds
- Cash
CurrentTarget
How this calculator works
Adjustment = total × target weight − current holding
- drift
- how far the largest holding sits from its target weight
Important considerations
- Rebalancing can trigger tax and dealing costs — new contributions are often the cheaper lever.
- Target weights are assumed to sum to 100%; they are normalised if they do not.
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- ROI CalculatorTotal and annualised return on any investment.
- CAGR CalculatorCompound annual growth rate between two values.
Learn more
Terms used here
Frequently asked questions
How often should I rebalance?
Annually, or when a holding drifts beyond a set band, is the common discipline.
Disclaimer
Legamoney calculators are educational tools. Results are estimates based on the figures you enter and do not constitute financial, tax or legal advice.
Last reviewed 2026-08-01