Portfolio Blend & Rebalancing

Blend expected return and risk across a target asset mix, then see how far your current holdings have drifted from that target.

This weights each asset's own return/volatility — it does not model correlation between assets, so the risk figure is a conservative illustration, not a true portfolio-risk estimate. Not investment advice.

Stocks

Target %

Current value

Expected return

Expected volatility

Bonds

Target %

Current value

Expected return

Expected volatility

Cash / Alternatives

Target %

Current value

Expected return

Expected volatility

Target allocations total 100% (must equal 100%).

Weighted expected return

6.80%

Weighted volatility

12.70%

Risk vs. return, by asset

StocksBondsCash / Alternatives

Current vs. target allocation

Rebalancing to target

Asset	Current	Target	Drift	Trade
Stocks	72.0%	60.0%	+12.0%	Sell $12,000
Bonds	24.0%	30.0%	-6.0%	Buy $6,000
Cash / Alternatives	4.0%	10.0%	-6.0%	Buy $6,000

How it works: the blended return and volatility are simple weighted averages across your target allocation. Rebalancing compares each asset's current dollar value to what it should be at target, and shows the trade needed for a full rebalance.

Limitations: real portfolio risk depends on how assets move relative to each other (correlation), not just their individual volatility — diversification usually makes the actual blended risk lower than shown here. This is a starting-point illustration, not a portfolio-construction recommendation.

Sources & further reading

Wikipedia: Rebalancing Investments