What Is Portfolio Rebalancing? A Complete Guide
Portfolio rebalancing is the periodic process of adjusting your asset allocation back toward the target weights you originally set (for example, 60% stocks, 20% gold, 20% cash).
Why does a portfolio drift from its targets?
Different assets grow at different rates over time. If stocks rise while gold stays flat, your stock allocation will drift above target and gold below it — quietly increasing your risk beyond what you originally intended.
Using Portfolio Rebalancer for this
On the Dashboard, the tool automatically calculates each asset's deviation and flags it as "Needs Buy" or "Needs Sell" based on the threshold you set in Settings. You can also use the Deposit Calculator to see how any new deposit should be split to bring your portfolio back into balance.
For more on choosing target weights, see How to Choose the Right Target Weights.