Free calculator
Portfolio Rebalancing Calculator
Enter your current holdings and target allocation to see the gap between them, and how a new contribution could help close it.
Current holdings and target allocation
| Asset type | Current value (MXN) | Target % |
|---|---|---|
| Mexican Stocks | ||
| International Stocks | ||
| ETFs | ||
| CETES & Fixed Income | ||
| Cash |
Contribution
Current portfolio value
MX$411,450
Allocation gap and suggested buys
Mexican Stocks
27.1% current · 30% targetInternational Stocks
33.3% current · 30% targetETFs
18.8% current · 18% targetCETES & Fixed Income
14.6% current · 16% targetCash
6.2% current · 6% targetSuggested buy amounts are calculated only from the targets and contribution you entered. This is an educational output, not personalized investment advice.
How this is calculated
Method used
- Current allocation = asset value ÷ total portfolio value
- Allocation gap = current allocation − target allocation
- Underweight assets share the new contribution in proportion to their gap
- Assets at or above target receive no suggested purchase
Example
If Mexican Stocks are 4% below target and CETES are 2% below target, a MX$7,500 contribution would be split roughly two-thirds toward Mexican Stocks and one-third toward CETES, since Mexican Stocks are further from target.
Frequently asked questions
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