Portfolio Explorer

Invest a lump sum (and optionally drip-feed on top) across multiple ASX ETFs, and compare against a benchmark.

%
%
total: 100%

Rebalancing sells what has grown past its percentage and buys what has fallen below it, on the first trading day of each year or quarter. Choose Never and the holdings drift with prices instead. Either way, each contribution is split by the percentages above. Brokerage and tax are not counted, and real selling can trigger capital gains tax.

Loading portfolios…