Portfolio Rebalancing Tool
Portfolio rebalancing is something that all investors should do periodically.
This simple tool can be used to calculate how many shares to buy or sell to bring
your portfolio into balance according to target asset allocation. Just fill in highlighted
columns "Symbol", "Quantity", "Price" (optional), and "Target Allocation".
"Action" column will display number of shares that should be bought or sold.
Next step is to log in to your 401(k) or IRA account and place orders.
And do not forget to keep rebalancing regularly.
Using Microsoft Excel or Google Docs
If you would like to use Microsoft Excel or Google Docs you can find insturctions
and formulas in Portfolio Rebalancing article.