Here Is How Portfolio Einstein Helps You

  • Get higher returns in 401k
  • Get higher returns in your ROTH IRA
  • Optimize your college savings account
  • Get your your house purchase on track
  • Bring down expense in your family office 

Here Is The Most Easy To Use Portfolio Rebalance Tool

Rebalancing is important because your portfolio will drift out of its asset allocation over time. Using a rebalance tool makes sure that your portfolio stays within the desired asset allocation.

Here Is The Most Easy To Use Portfolio Rebalance Tool

There are many advantages to rebalancing regularly:

  • It automates your investment decisions, making your immune to biases that might otherwise hurt you.
  • Rebalancing sells assets that have gone up in value and buys assets that have gone down in value. This is exactly what you want to happen. Buy low and sell high.
  • It lowers the risk of your portfolio.
  • Rebalancing nets you more money!

The only two disadvantages to rebalancing your portfolio are:

  1. It cost a little bit of money in commissions to make the trades to bring balance to the portfolio. This is negligible in comparison to the value rebalancing provides. Many brokers also provide free-of-charge trade on many mutual funds and ETFs.
  2.  It takes a little bit of time – maybe an hour or two every year.

 

With Portfolio Einstein’s rebalancing tool you can hopefully cut down on the time it takes 🙂

Get it here:

Google Sheets: Rebalancing Tool

Make sure you make a copy of it to your own drive. Select “File > Make a copy” from the upper left corner.

Excel:  Portfolio Einstein Rebalancing Tool

 

Your next steps

Rebalancing is vital to any portfolio. With Portfolio Einstein’s Rebalancing Tool it gets a little easier. The rebalancing tool is just one of many tools available here on Portfolioeinstein.com. Sign up for our newsletter to get more great timesaving tools!

Be sure to leave a comment if you have anything to add!

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