Cara Menghitung Crypto Portfolio Rebalancer
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The Crypto Portfolio Rebalancer calculates the exact trades needed to restore your cryptocurrency portfolio to target allocation percentages, showing which assets to buy or sell and by how much.
Rumus
Trade Amount = (Target Allocation% × Total Portfolio Value) - Current Asset Value
- TV
- Total Value ($) — Total current portfolio market value
- T%
- Target Allocation (%) — Desired percentage allocation for each asset
- CV
- Current Value ($) — Current market value of each asset holding
- D
- Trade Amount ($) — Dollar amount to buy (positive) or sell (negative)
Panduan Langkah demi Langkah
- 1Enter current holdings (token and amount) and their current market prices
- 2Set target allocation percentages for each asset (must sum to 100%)
- 3The calculator computes the dollar difference between current and target for each asset
- 4Positive values mean buy, negative means sell — execute trades to rebalance
Contoh Terpecahkan
Masukan
Portfolio: $60K BTC (60%), $30K ETH (30%), $10K SOL (10%). Target: 50/30/20. Total = $100K
Hasil
Sell $10K BTC, Hold ETH, Buy $10K SOL
Masukan
Portfolio: $45K BTC, $35K ETH, $20K others. Target: 50/35/15 of $100K
Hasil
Buy $5K BTC, Hold ETH, Sell $5K others
Kesalahan Umum yang Harus Dihindari
- ✕Rebalancing too frequently and incurring excessive gas fees and taxable events
- ✕Not accounting for transaction fees and slippage in the rebalance calculation
- ✕Setting unrealistic target allocations that create constant large rebalance trades
Pertanyaan yang sering diajukan
How often should I rebalance my crypto portfolio?
Most strategies use either time-based (monthly or quarterly) or threshold-based (when any asset drifts 5-10% from target) rebalancing. In volatile crypto markets, threshold-based with a 10% band works well.
Does rebalancing improve returns?
Rebalancing does not guarantee higher returns but reduces risk by preventing over-concentration. It systematically sells high and buys low, which can improve risk-adjusted returns in volatile markets like crypto.
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