Stock Distribution Calculator: Balance Your Portfolio

Stock Distribution Calculator

Use this calculator to determine how to distribute investment funds across different stocks or asset classes to maintain your target allocations. Simply enter your investment amount and set up your desired allocation percentages.

Total Investment Amount ($):

Allocations

Total allocation must equal 100%

Ticker/Asset:

Allocation (%):

Investment Distribution

Total Allocation: 0%

How to Use This Calculator

1. Enter the total amount you want to invest
2. Add each stock or asset class with its target allocation percentage
3. Click “Calculate Distribution” to see how much to invest in each asset
4. Add or remove assets as needed to adjust your portfolio

This calculator helps you maintain a balanced portfolio by showing exactly how much to allocate to each investment to reach your target percentages.

Why Portfolio Balance Matters

Maintaining the right balance in your investment portfolio is crucial for:

• Risk management: Prevents overexposure to any single investment
• Diversification: Spreads your investments across different assets
• Rebalancing: Helps you identify when to adjust your holdings
• Discipline: Removes emotion from investment decisions

Use this calculator whenever you’re adding new funds to your portfolio to ensure you maintain your target asset allocation.