Stock rebalancing calculator
If not, or you can't find your asset allocation, here's a quick way to calculate it: First, write down your total account value. but if you've held the stock you sell to rebalance for more Calculate the estimated yield or price of a bond, including accrued interest, invoice price, yield-to-maturity, and yield-to-call. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. If my portfolio meets the relevant rebalancing threshold, based on an asset type getting too much or too low a percentage of the entire port, it well tell me the relevant action, such as “sell stock”. If I don’t need to rebalance, the cell B3 is blank, because it’s the “” option in the nested IF statement.