Rebalancing Strategy Comparison

Compare different rebalancing approaches and their impact on returns

Configuration

Set up your comparison parameters

Select Allocation

Time Period

Start Year

End Year

Initial Investment

Transaction Cost (per trade)

Select an allocation and configure parameters to compare how different rebalancing approaches affect portfolio performance.

Annual

Once per year

Quarterly

Every 3 months

5% Threshold

When drift > 5%

10% Threshold

When drift > 10%