What the calculation measures
Positive rebalance amounts indicate an underweight category; negative amounts indicate an overweight category under the selected targets.
How to interpret the result
Consider taxes, transaction costs and account constraints before making changes.
Run scenarios instead of one answer
Change the most uncertain input and compare outcomes. A calculator is most useful when it shows sensitivity, not when one estimate is treated as a guarantee.
Limits and assumptions
Target allocation is a personal investment-policy choice; the calculator does not recommend an allocation.