Bogleheads Rebalance Portfolio
As a Bogleheads investor one of the key principles is to keep a portfolio rebalanced to meet the asset allocation. If a portfolio “drifts” then its at risk for underperformance.
Keeping a portfolio in balance becomes complex when investors have multiple accounts – brokerage, IRA, 401k, and additional assets to track.
Investors will need a rebalance portfolio calculator that provides the exact amount to rebalance. Here’s a link to a deeper blog post on portfolio rebalancing.
AssetRise solves this problem by providing a rebalance portfolio calculator via our simple dashboard. AssetRise tracks your assets across accounts then aggregates to a current vs target allocation including the exact delta to keep your portfolio in balance.
See image below.
Set Asset Allocation Target
AssetRise also allows investors to add an unlimited number of account portfolios while still providing a simple allocation.
Investors simply set their target allocation which will dynamically update your asset allocation. If an investor modifies assets, then AssetRise will dynamically update their asset allocation real time.
Here’s a video to create your portfolio rebalance calculation in under 5 minutes! On YouTube
In Closing
Why is AssetRise the industry leading Bogleheads Portfolio Rebalance Calculator?
- Developed by Vanguard Boglehead investors who use it daily.
- Set your custom target asset allocation unique to your investment goals.
- Simple dashboard to see current vs. target allocation for a simple rebalance portfolio tool interface.
- Real Time ticker updates and dividend projections.
- Signals and reporting sent to your inbox.
- Dynamically updates allocation when an asset is added or removed from the portfolio.
Get started with AssetRise for free to keep rebalance your portfolio in under 5 minutes.
