Calculadora de Reequilibrio de Cartera
Key Financial Terms
Understand the essential concepts behind this calculator
Alpha
Excess return above benchmark. Positive alpha = beat the market. Most actively managed funds have negative alpha after fees.
Learn more →
Beta
Volatility compared to market. Beta of 1.0 = moves with market. Beta of 1.5 = 50% more volatile. Measures risk, not return.
Learn more →
Portfolio Drift
When your actual asset allocation strays from the target mix because some investments outperform others.
Learn more →
Portfolio Optimization
Using math (like Modern Portfolio Theory) to find the mix of assets that maximizes return for a given level of risk.
Learn more →
Preguntas Frecuentes
Preguntas comunes sobre Calculadora de Reequilibrio de Cartera
Para la mayoría de los inversores, el reequilibrio anual o semianual es suficiente. El reequilibrio basado en umbrales (por ejemplo, solo se negocia cuando la desviación supera el 5%) puede reducir los impuestos y las operaciones mientras se mantiene su nivel de riesgo objetivo.
Explore Number Convert
Free unit conversion tools
Sources & References
Best Practices for Portfolio Rebalancing
Vanguard research on optimal rebalancing frequency, tolerance bands, and methodologies for maintaining target asset allocations while minimizing costs and taxes.
The Rebalancing Bonus and Long-Term Returns
Analysis of how systematic rebalancing enhances risk-adjusted returns over time by enforcing a disciplined buy-low, sell-high approach.
Tax-Efficient Rebalancing Strategies
Morningstar research on tax-aware rebalancing techniques for taxable accounts, including cash flow rebalancing and tax-loss harvesting integration.