ETF Rebalancing  Portfolio Re
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ETF Rebalancing Portfolio Re
ETF Rebalancing  Portfolio Re

ETF Rebalancing Portfolio Re

ETF Rebalancing Calculate how to reallocate your ETF funds and stocks

App Size: Varies With Device
Release Date:
Price: Free
Price
Free
Size
Varies With Device

Screenshots for App

Mobile
You have planned an ETF portfolio and set up a savings plan. You have provided a specific weighting for the various ETFs.
A common distribution is a weighting of the MSCI World at 70 percent and, for example, an MSCI Emerging Markets ETF at 30 percent.
Perhaps you have chosen a more complex target division and also individual stocks, bonds, precious metals such as gold, real estate funds and cryptocurrencies in your portfolio.
First of all: No problem - you can easily calculate that with this rebalancing app.

Why do you need rebalancing at all? Due to fluctuations in the market, some ETFs (or other assets) will perform better or worse than other ETFs. For example, an original weighting of 70/30 becomes a current weighting of 50/50. The weighting of the asset classes no longer corresponds to your original strategy.

Portfolio rebalancing allows you to rearrange your portfolio so that the distribution corresponds to your original ETF weighting. This allows you to rebuild your portfolio so that the level of risk and return match your strategy.

How does the rebalancing work?
You can bring your ETF portfolio back into line with partial purchases and sales of the ETF. Some of the ETFs that performed above average have to be sold, while ETFs that performed below average have to be topped up again through purchases. The ETF rebalancing does not have to be carried out permanently. In practice, it is sufficient to realign the ETF portfolio correctly once a year.

With the ETF rebalancing calculator you can calculate for yourself how you have to reallocate your ETF in order to restore the weighting.

In the app you enter the current value in euros for each of your ETFs (or other assets such as stocks, funds, etc.) in your portfolio. You also enter the target weighting of the respective ETF in percent.

The calculator calculates the value that the ETF has to achieve in the portfolio for each ETF. It also calculates the amount you have to buy or sell in order to reach the target amount.

With 3 or more ETFs, you save a lot of arithmetic on paper or in Excel!

You can add as many ETFs as you want, assign names and remove ETFs from the list.
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ETF Rebalancing Portfolio Re 1.1 Update
2021-01-23 Version History
Release 1.1

~mobile_dev - Zinsrechner - ETF
More Information about: ETF Rebalancing Portfolio Re
Price: Free
Version: 1.1
Downloads: 183
Compatibility: Android 4.1
Bundle Id: com.etfrebalancing
Size: Varies With Device
Last Update: 2021-01-23
Content Rating: Everyone
Release Date:
Content Rating: Everyone
Developer: mobile_dev - Zinsrechner - ETF


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