Rebalance Advisor

Edit Target

AI rebalance read

Attention: Scheduled rebalance is overdue by 5 days

Overall Drift

4.9%

Minor Drift

Plan Name

Demo 60/40 Plan

6 tickers

Last Rebalanced

310 days ago

Dec 21, 2025

Generate Rebalance Suggestions

Drift

AllOverweightUnderweight

Ticker	Current	Target	Drift	Visual
QQQ	17.2%	20.0%	-2.8%	UW
TLT	12.2%	10.0%	+2.2%	OW
VOO	36.8%	35.0%	+1.8%	OW
VNQ	8.6%	10.0%	-1.4%	UW
AAPL	10.8%	10.0%	+0.8%	OW
NVDA	14.4%	15.0%	-0.6%	UW
Total	100.0%	100.0%	Avg |d|: 1.6%

QQQ-2.8%

Current

17.2%

Target

20.0%

UW

TLT+2.2%

Current

12.2%

Target

10.0%

OW

VOO+1.8%

Current

36.8%

Target

35.0%

OW

VNQ-1.4%

Current

8.6%

Target

10.0%

UW

AAPL+0.8%

Current

10.8%

Target

10.0%

OW

NVDA-0.6%

Current

14.4%

Target

15.0%

UW

Market data provided by Yahoo Finance. May be delayed up to 15 minutes.