STOXEON

Calculator

Rebalance calculator

Type what you hold in four buckets and what you want the split to be. The page returns the buy and sell list that closes the gap, in dollars, with drift shown per bucket.

BucketNowNow %Target %Action
Enter values and targets, then calculate.

Targets must add up to 100%. Action = target% × total − current value; positive means buy, negative means sell.

The point of rebalancing, without the sales pitch

A target allocation is a decision you make once, calmly, about how much risk you want from each bucket. Markets then move and quietly overwrite that decision: the thing that rallied becomes a bigger slice than you chose, the thing that fell becomes smaller. Rebalancing is just reversing the overwrite, selling a little of what grew, buying a little of what shrank, until the slices match your plan again. It is a discipline for managing risk, not a trick for boosting returns, and some years it will feel wrong precisely because it forces you to trim winners.

The four buckets here mirror what a Binance account can actually hold side by side: single stocks, ETFs, tokenized gold, and stablecoins as the cash sleeve. If your split lives across more venues, sum each bucket across them; the arithmetic does not care where the assets sit.

Practical notes

  • Rebalance on a calendar or a threshold, not a mood. Quarterly, or when a bucket drifts more than five percentage points, are the two common mechanical rules. Pick one and automate the decision away.
  • Mind the costs of the trade list. Every sell and buy has spread and possibly conversion costs around it; the fee guide and fee calculator put numbers on that. Small drifts are often cheaper to fix with new contributions than with sells.
  • Taxes live outside this page. Selling winners can be a taxable event where you live; a rebalance plan that ignores that is incomplete.

All four buckets, one account

Stocks, ETFs, PAXG and stablecoins sit side by side on Binance, which makes the trade list above executable in one sitting. The code below adds the fee discount.

Referral code BNB6669 Create a Binance account

20% off trading fees with this code, applied at sign-up. Allocations are illustrations, not advice; markets can fall. See our disclosure and risk disclaimer.