Holdings
Enter asset name, current value & target % (sum ≈ 100%).
| Asset | Current (₹) | Target % | Remove | |
|---|---|---|---|---|
| ₹ | ||||
| ₹ |
Results
Portfolio
₹0
Total Buy
₹0
Total Sell
₹0
Target Sum
0%
Allocation Chart
Why Rebalance?
Rebalancing restores intended risk & return mix. As winners grow overweight and laggards shrink, portfolio drift changes risk. Periodic or threshold-based rebalancing realigns allocation.
When to Rebalance
Time (e.g. yearly/quarterly) or drift rule (e.g. any asset off target by >5%).
How to Execute
Add new money to underweights, redirect dividends, or sell overweight assets (consider taxes & costs).
Limitations
- Ignores taxes, fees, slippage.
- Uses point-in-time values only.
- No asset constraints.
Not advice. Validate before trading.