PORTFOLIO TOOL · BUY-ONLY REBALANCE
Portfolio Rebalancing Calculator Australia
Put your next dollar where it matters most. Enter what you own and your target mix, then turn available cash into whole-share purchase suggestions while respecting your minimum investment size.
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Suggestions are educational estimates. Existing positions are not sold.
STEP 01
Your holdings
Use current share counts and prices. Target percentages should add to 100%.
| Holding | Shares | Share price | Target | Current value | Remove |
|---|---|---|---|---|---|
$ | % | $9,600 | |||
$ | % | $7,560 | |||
$ | % | $5,700 |
STEP 03
Close to targetRebalance plan
Your suggested purchases, based on the inputs above.
Current portfolio$22,860
After investing$32,860
Suggested purchases$9,915
Left in cash$85
PURCHASES TO MAKE
Max deviation after 0.2%3 orders suggested
Australian sharesBuy 29 shares
$3,480International sharesBuy 31 shares
$5,580BondsBuy 9 shares
$855ALLOCATION CHECK
Buy-only · whole sharesWhere you’ll land
Australian sharesTarget 40.0%
39.8%International sharesTarget 40.0%
40.0%BondsTarget 20.0%
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