Portfolio Rebalancing
Keep your portfolio aligned with your plan
Compare your current allocation with the targets you set, and explore contribution-based suggestions to help close the gap.
Current vs. target allocation
Demo dataContribution-based suggestion · MX$7,500 new contribution
Demo dataMexican Stocks
Buy
+MX$6,200
CETES & Fixed Income
Buy
+MX$3,400
International Stocks
Hold
No change
Cash
Reduce
-MX$2,100
Visualize possible adjustments based on allocation targets selected by you. This is not personalized investment advice.
Everything portfolio rebalancing covers
Target allocation
Set the allocation you want to work toward, by asset type.
Current allocation
See what your portfolio actually looks like today.
Overweight investments
Identify positions that have grown beyond your target.
Underweight investments
Identify positions that have fallen below your target.
Allocation difference
See the exact gap between current and target for each asset type.
Contribution-based rebalancing
See how a new contribution could be split to move toward your targets.
Buy-and-sell simulation
Explore a simulated set of trades that would close the allocation gap.
What-if scenarios
Test different target allocations before deciding on one.
Custom allocation limits
Set your own minimum and maximum limits per asset type.
Frequently asked questions
A clearer way to follow your investments
Request early access and receive product updates as FolioTracker prepares for launch in Mexico.