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Automatic Rebalancing Tool?

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  • Automatic Rebalancing Tool?

    Hi everyone,

    Hopefully other newbies out there are thinking the same thing as me. I want to start a simple 3/4 fund portfolio and rebalance on my own. Just wondering how everyone else does their rebalancing or if there is a tool out there to make the number crunching easier?

  • #2
    Excel. Does all the work.

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    • #3
      I have just such a tool built into my plan.  I use a Vanguard Target Fund.  Expense ratio = 0.10%.  4 fund portfolio with zero work on my part.  Worth considering.  Vanguard Lifestrategy funds are an alternative to Target Funds with set asset allocation.  They're not the greatest for a taxable account, though.

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