Portfolio rebalancing: every page, tool and tutorial

Rebalancing brings a portfolio back to its target weights or its rule based list, on a calendar or when drift crosses a band. This page collects the RupeeCase modules, the drift and cost calculators, the published rebalance record and the app tutorials on doing it.

11 pages and terms
Free, no signup
4 questions answered

3Learn modules

Free lessons with a quiz and a certificate.

Free module 4.3Rebalancing StrategiesWhen and how to bring your portfolio back to target weights.
Free module 10.5Portfolio Monitoring & Rebalancing in PracticeI built a strategy that returned 22% annually in backtests.
Free module 10.7Running a Portfolio: Invest, Top Up, Withdraw and RebalancePressing Invest now starts a portfolio with a status, a cycle, a ledger and open orders.

2Calculators

Put your own numbers on the idea.

2Terminal tutorials

Where the figure sits in the app, in a short video.

1Strategies and records

Model strategies built on the idea, with their published record.

Rebalance recordEvery published rebalanceEach strategy’s lists by date, with a CSV per strategy.

2Glossary terms

The words, in plain language.

Rebalancing: Periodic reset of portfolio holdings back to target weights or a new selection.
Turnover: Percentage of portfolio that changes in a rebalance.

Search every RupeeCase page for rebalancing

Questions about portfolio rebalancing

What does rebalancing a portfolio mean?

Trading back to the target mix or the current rule based list after prices have moved the weights. It can run on a calendar, such as every quarter, or when drift passes a set band.

How often do people rebalance?

Common choices are monthly, quarterly, half yearly or yearly, or by a drift band such as 5 percentage points. The rebalancing module compares calendar and band rules.

What does a rebalance cost?

Brokerage, STT, exchange charges, GST and stamp duty on the trades, plus any capital gains tax on the sales. The rebalance cost calculator works out the trading charges.

Where is the RupeeCase rebalance record?

Every published list of every strategy is on the rebalance pages, with the names in and out at each cycle and a CSV download.

TMore topics