No. of Recommendations: 1
I'm not exactly sure what is your question but I'll try...

At this time you have: 642+206+190 = 1038 (total)

You want to get to
A = 1038 * .6 = 622 (rounding)
B = 1038 * .2 = 208
C = 1038 * .2 = 208

So, you need to move 2 to B and 18 to C.

I don't know how much you would need to spend to rebalance but it may not be worth it to move 2 to B (or even 18 to C).

If I understand your question, you want to do the rebalancing with new money instead. In this case, add the new money to the total, calculate how much each needs to have and how much more you need to add from the new money to get to your target.


- zol
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