Monthly rebalancing calculator
Enter how many shares you hold of each fund and its current price. We tell you what to buy or sell to match the signal's portfolio.
Portfolio of .
| Asset | Target | Price ($) | You hold (shares) | Current value | Target value | Order |
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The table includes the assets of the current signal and those of the previous month. If you hold other products, sell them first and count that money as cash. What you type is stored only in your browser.
Total portfolio value
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Estimated commissions
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Amount sold
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Tax reminder: selling ETFs in a taxable account realises a gain or loss that may be taxable. In many countries (for example the US "wash sale" rule) a loss may be disallowed if you buy back the same or a substantially identical fund within a short window. Rules vary by country and by account type: check yours. More information.
Educational and informational content. It is not investment advice or a personal recommendation. The results shown are historical simulations (backtests) using US-listed ETFs; past performance does not guarantee future results and you may lose some or all of the capital invested. Real returns will depend on your costs, taxes, currency and execution timing.