60/40 Portfolio Rebalance on $10,000
Calculate how much to buy or sell Asset A to achieve a classic 60/40 split on a $10,000 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.
See exactly how many dollars to trade to restore a 60/40 allocation when your portfolio has drifted from target.
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.