Two-holding portfolio rebalancing calculator UK
Compare current holdings with a chosen target allocation. Check the formula, worked example and limits before using your own figures.
Enter your figures
Amount to add to A (negative means sell)
Inputs changed. Select Calculate result to update your estimate.
Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. Assumes a transfer between two holdings, unchanged prices and no dealing fees or tax. This does not recommend an allocation or transaction.
How the two-holding portfolio rebalancing calculator uk works
Target A = total portfolio × target share. Trade difference = target A − current A.
Data basis: mathematical formula using your inputs. Example prices and rates are illustrative, not current market quotes.
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Worked example: two-holding portfolio rebalancing
This illustration uses the calculator’s example inputs. It is not a quote or a recommended financial decision.
- Current value of holding A (£)
- 14,000
- Current value of holding B (£)
- 6,000
- Target allocation to holding A (%)
- 60
Amount to add to A (negative means sell): −£2,000.00
Target A = total portfolio × target share. Trade difference = target A − current A.
Two-holding portfolio rebalancing: questions answered
What does the two-holding portfolio rebalancing calculation include?
Target A = total portfolio × target share. Trade difference = target A − current A. Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. Assumes a transfer between two holdings, unchanged prices and no dealing fees or tax. This does not recommend an allocation or transaction.
Using your result
Example inputs are a starting point. Replace them with your figures and select Calculate result. Results are rounded for display; calculations use unrounded values.
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