50/50 Portfolio Rebalance on $100,000
Calculate the trade to restore a perfectly equal 50/50 split on a $100,000 two-asset portfolio.
How to use this tool
- Enter the current market value of each of your two assets.
- Enter your target percentage weight for Asset A (Asset B gets the remainder).
- Read the dollar trade amounts — a positive number means buy, a negative means sell.
A 50/50 portfolio requires periodic rebalancing — use this calculator to find the exact dollar trade needed.
Frequently asked questions
- How often should I rebalance?
- Common approaches are calendar rebalancing (monthly/quarterly) or threshold rebalancing (when any asset drifts more than 5–10% from target). Fees and taxes affect the optimal frequency.
- Why does selling the winner reduce long-term returns?
- Rebalancing is a risk-control strategy, not a return-maximisation strategy. By trimming winners, you reduce volatility and risk, but you also limit upside if the winner keeps running. It is a tradeoff.