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
Med-HighAges 30–50

Carbon Credit Investment Portfolio

Investing in carbon emissions trading in the era of carbon neutrality

Expected Return
9-13% annually
Expected Dividend
1% annually
Rebalancing
Monthly

Asset Allocation

KRBN (35%)
GRN (25%)
ICLN (20%)
TAN (10%)
FAN (10%)
KRBN
Carbon credits ETF
35%
GRN
Carbon-neutral companies
25%
ICLN
Clean energy
20%
TAN
Solar energy
10%
FAN
Wind energy
10%

Advantages

  • ✓Policy tailwinds
  • ✓ESG trend alignment
  • ✓Growing corporate demand

Risks

  • !Policy change risk
  • !Price volatility
  • !Immature market

Allocation by Investment Amount

If investing $1,000
KRBN$350
GRN$250
ICLN$200
TAN$100
FAN$100
If investing $5,000
KRBN$1750
GRN$1250
ICLN$1000
TAN$500
FAN$500
If investing $10,000
KRBN$3500
GRN$2500
ICLN$2000
TAN$1000
FAN$1000

Related Content

Principles of Asset Allocation
Investment Guide
Rebalancing Strategy
Strategy Guide
What is Rebalancing?
Basic Concept