ETF Rebalancing Calculator

Manage US stocks, Korean stocks, and ETFs in one place and auto-rebalance to your target allocation

Real-time US & KR stock prices
Auto buy/sell calculation
Cloud sync supported

ETF Portfolio Strategies

Browse 80 strategies to find your perfect portfolio

Total 80
LowAge 60 and above

Conservative Income Portfolio

JEPISCHDAGG+36 ETFs
LowAges 40–70

Defensive Quality Portfolio

QUALXLPXLU+25 ETFs
LowAll ages

Harry Browne Permanent Portfolio

VTITLTBIL+14 ETFs
Low-MedAll Ages

All Weather Portfolio

VOOTLTIEF+25 ETFs
Low-MedAges 40–70

Dividend Aristocrats Portfolio

NOBLSCHDVIG+14 ETFs
MediumAges 30-60

AI-Optimized Income Portfolio

SCHDJEPIJEPQ+25 ETFs
MediumAges 40–60

Dividend Growth Portfolio

SCHDVIGVOO+25 ETFs
MediumAll Ages

Classic 60/40 Balanced Portfolio

VOOVXUSAGG+14 ETFs
MediumAll ages

Global Diversified Portfolio

VTIVXUSEEM+25 ETFs
MediumLate 50s

Retirement 2030 Portfolio

VOOSCHDAGG+25 ETFs
MediumAll ages

ESG Sustainable Portfolio

ESGUICLNESGV+25 ETFs
Medium50s and older

High-Yield Income Portfolio

JEPIQYLDHYG+25 ETFs
MediumAges 30-50

Barbell Strategy Portfolio

TLTIEFTQQQ+25 ETFs
Medium30s–60s

Factor Investing Portfolio

MTUMVLUEQUAL+14 ETFs
MediumAll ages

Inflation-Protected Portfolio

TIPVNQGLD+25 ETFs
MediumAges 20–30

DCA Starter Portfolio

VOOAGGGLD3 ETFs
MediumAges 30-40 (Parents)

College Savings Portfolio

VOOVXUSAGG+14 ETFs
MediumAll ages

Golden Butterfly Portfolio

VTIVBRTLT+25 ETFs
MediumAll ages

Couch Potato Portfolio

VTIAGG2 ETFs
MediumAll ages

Coffeehouse Portfolio

VOOVTVVB+47 ETFs
MediumAll ages

Bogleheads Three-Fund Portfolio

VTIVXUSBND3 ETFs
MediumAll ages

Ivy Portfolio

VTIVEAAGG+25 ETFs
MediumAll ages

Rick Ferri Core Four Portfolio

VTIVXUSVNQ+14 ETFs
Medium30s–60s

Rob Arnott Fundamental Index Portfolio

PRFPDNPXF+25 ETFs
MediumAges 50 and above

Monthly Income Maximizer Portfolio

JEPIJEPQQYLD+25 ETFs
Medium30s–60s

Healthcare Innovation Portfolio

XLVARKGIBB+25 ETFs
Medium30s–60s

Water Scarcity Portfolio

PHOCGWFIW+25 ETFs
MediumAges 30-60

Aging Population Portfolio

XLVVHTPJP+25 ETFs
Medium30s–50s

Food Tech & Agricultural Innovation Portfolio

MOOVEGICROP+25 ETFs
Medium30s–60s

Luxury Brands Portfolio

LUXEXLYRXI+25 ETFs
MediumAges 25–50

Pet Care Economy Portfolio

PAWZPETZXLP+25 ETFs
MediumAges 25–50

Mental Health & Wellness Portfolio

WELLARKGXLV+25 ETFs
MediumAges 25–40

Millennial Consumer Trends Portfolio

IBUYSOCLAWAY+25 ETFs
Medium30s–60s

Supply Chain Resilience Portfolio

SUPLXLIIYT+25 ETFs
Medium30s–50s

PropTech Real Estate Innovation Portfolio

REITVNQXLRE+25 ETFs
Medium30s–50s

Insurtech Innovation Portfolio

INSRARKFXLF+25 ETFs
MediumAges 30–60

Blue Ocean Economy Portfolio

OCENFISHFAN+25 ETFs
MediumAges 30–50

Circular Economy Sustainable Portfolio

CIRCWMECO+25 ETFs
Medium40s–70s

Longevity Economy Portfolio

OLDXLVARKG+25 ETFs
Medium30s–50s

Smart Agriculture Innovation Portfolio

CROPMOOVEGI+25 ETFs
MediumAges 30–60

Defense Innovation Portfolio

ITAPPAXAR+25 ETFs
Med-High30s–50s

Sector Rotation Portfolio

XLKXLVXLF+36 ETFs
Med-HighAges 25–45

Millennial Generation Portfolio

VTIVXUSQQQ+36 ETFs
Med-High30s–50s

Sector Weight Optimized Portfolio

XLKXLVXLF+36 ETFs
Med-HighAges 30–60

David Swensen Yale Portfolio

VTIVEAVWO+36 ETFs
Med-HighAges 30–50

Nuclear Energy Renaissance Portfolio

NLRURAICLN+25 ETFs
Med-HighAges 25–50

Cybersecurity Fortress Portfolio

HACKCIBRBUG+25 ETFs
Med-HighAges 30–50

Carbon Credit Investment Portfolio

KRBNGRNICLN+25 ETFs
Med-High25s–50s

Smart City Infrastructure Portfolio

SNSRNXTGDRIV+25 ETFs
Med-HighAges 25–50

Cloud Computing Infrastructure Portfolio

SKYYCLOUWCLD+25 ETFs
Med-High25s–50s

Robotics & Automation Portfolio

ROBOBOTZRBOT+25 ETFs
Med-HighAges 25-50

5G & Next-Generation Connectivity Portfolio

NXTGFIVGSNSR+25 ETFs
Med-HighAges 25–45

EdTech Revolution Portfolio

LRNGEDUTARKW+25 ETFs
Med-High20s–40s

Streaming and Digital Content Portfolio

SUBZIEMEXLC+25 ETFs
Med-High25s–50s

Travel and Experience Economy Portfolio

AWAYJETSPEJ+25 ETFs
Med-HighMid-20s to mid-40s

Gig Economy Portfolio

GIGEFINXSKYY+25 ETFs
Med-HighAges 25–45

Digital Banking Revolution Portfolio

ARKFIPAYFINX+25 ETFs
Med-HighAges 25-50

Battery Storage Revolution Portfolio

LITGRIDBATT+25 ETFs
HighAges 20-30

Aggressive Growth Portfolio

QQQTQQQARKK+36 ETFs
High20s–40s

Technology-Focused Portfolio

QQQXLKSOXX+25 ETFs
High30s–50s

Small-Cap Value Portfolio

IWMVBRAVUV+14 ETFs
High30s–50s

Emerging Markets Growth Portfolio

EEMFXIINDA+25 ETFs
HighMid-20s to early 40s

FIRE Movement Portfolio

VTIVXUSBND3 ETFs
HighAges 20–35

Compound Growth ETF Portfolio

QQQVTIVXUS+14 ETFs
HighAll ages

Warren Buffett 90/10 Portfolio

VOOSHY2 ETFs
High20s–40s

AI Megatrend Portfolio

AIQCHATROBO+25 ETFs
HighMid-20s to mid-40s

Fintech Disruption Portfolio

FINXARKFIPAY+25 ETFs
High30s–50s

Rare Earth & Critical Minerals Portfolio

REMXLITCOPX+25 ETFs
HighMid-20s to 50s

Genomics Revolution Portfolio

ARKGGNOMIDNA+25 ETFs
HighAges 25–45

Electric Vehicle and Autonomous Driving Portfolio

DRIVIDRVLIT+25 ETFs
HighEarly 20s to mid-30s

Gaming & Esports Portfolio

HEROESPONERD+25 ETFs
High21–40

Sports Betting and Online Gaming Portfolio

BETZGMBLHERO+25 ETFs
High30s–50s

Hydrogen Economy Portfolio

HDROHJENICLN+25 ETFs
HighAges 30–60

Personalized Medicine Future Portfolio

ARKGGNOMEDOC+25 ETFs
Very HighAges 20–40

Crypto-Exposed Portfolio

VOOQQQBITO+25 ETFs
Very High20s–40s

Space Economy Portfolio

UFOROKTARKX+25 ETFs
Very HighAges 20–35

Metaverse & Web3 Portfolio

METAVERSNFTZ+25 ETFs
Very High20s–40s

Quantum Computing Future Portfolio

QTUMITEKARKQ+25 ETFs
Very HighAges 21–45

Cannabis Industry Portfolio

MJYOLOTHCX+25 ETFs
Very HighAges 25-40

Bitcoin Balanced Portfolio

VOOAGGVXUS+25 ETFs