📊 ETF Smart-Weight Rebalancing Calculator
Input your current ETF portfolio and get smart-weighted rebalancing suggestions based on expected performance and safer growth strategies.
Tool Purpose: This calculator compares your current ETF allocations to a smart-weighted model based on projected returns (CAGR). It helps you rebalance to potentially optimize long-term outcomes.
📈 Suggested Rebalancing Allocation
🟦 Current Allocation
🟩 Smart Weighted Allocation
💌 Save Your Portfolio
📌 Frequently Asked Questions
❓ What is smart-weight rebalancing?
It means weighting ETF allocation not equally, but based on expected performance like CAGR or volatility-adjusted returns to improve growth potential.
❓ Can I use this for international ETFs?
Yes, you can use this for any ETFs, provided you know their relative performance expectations.
❓ How often should I rebalance?
Many investors rebalance every 6 or 12 months. Use this tool to check if your portfolio drifted from desired targets.