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
Very HighAges 20–40

Crypto-Exposed Portfolio

A forward-looking portfolio combining traditional assets with cryptocurrency exposure

Expected Return
10-20% annually
Expected Dividend
0.8% annually
Rebalancing
Monthly

Asset Allocation

VOO (40%)
QQQ (30%)
BITO (10%)
BLOK (10%)
ARKK (10%)
VOO
Stable core holding
40%
QQQ
Technology stocks
30%
BITO
Bitcoin exposure
10%
BLOK
Blockchain
10%
ARKK
Disruptive innovation
10%

Advantages

  • Exposure to emerging technology
  • High upside potential
  • Portfolio diversification

Risks

  • !Extreme volatility
  • !Regulatory risk
  • !Technology risk

Allocation by Investment Amount

If investing $1,000
VOO$400
QQQ$300
BITO$100
BLOK$100
ARKK$100
If investing $5,000
VOO$2000
QQQ$1500
BITO$500
BLOK$500
ARKK$500
If investing $10,000
VOO$4000
QQQ$3000
BITO$1000
BLOK$1000
ARKK$1000