"Sell when you find a much better bargain to replace what you are selling."
— Sir John Templeton
A Portfolio Management Software Service
Engineered exclusively for self-directed fund investors
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Why subscribers choose us:
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Automatic Alerts
Get notified the moment any asset class exceeds your personal threshold. No guesswork, no daily logins.
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Buy Low, Sell High
Rebalancing reminders encourage you to do exactly what works long-term: trim winners and add to laggards systematically, capturing the rebalancing bonus without emotional decisions.
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Clean, Visual Dashboard
See your current versus target allocation at a glance.
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Supports Complex Portfolios
Works perfectly for simple 60/40, three fund, factor-tilted, or multi-asset setups with small slices (international, REITs, small-cap value, emerging markets, etc.)
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Privacy-First & Low Cost
Secure connections, minimal data, no trading through us, transparent pricing – because your money should work harder than you do.
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Try it Risk-Free
We are confident in our service and welcome you to try it risk-free.
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The perfect AI-driven tool for self-directed fund investors
Responsive Rebalancing
Markets advance, take profits.
Markets decline, buy at a discount.
Keep track, reap the rewards.
Volatility Creates Opportunities
Fewer decisions, less risk
A Proven Methodology
Leveraged to deliver expert results
Background:
The 5/25 Rebalancing Threshold Rule is a smart, disciplined approach to portfolio rebalancing developed by institutional investors and popularized by experts like Larry Swedroe and referenced in Bogleheads and White Coat Investor communities. The 5/25 rule helps keep your asset allocation on track without over-trading: rebalance when any major asset class (typically >= 20% target) drifts by an absolute 5% from target, or when smaller slices drift by a relative 25% of their target weight.
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Imagine this:
Your stocks surge and your 60% target drifts to 66%. Track My Portfolios pings you: “Alert – Rebalancing Opportunity”. You sell a bit, buy bonds, lock in gains, and reset risk – all in minutes.
Or your 8% emerging markets slice balloons 25% relatively to 10%. Alert triggered. You trim without second-guessing.
Stop letting market moves silently derail your plan. Stay true to your allocation, reduce unnecessary risk, and potentially boost long-term returns with mechanical discipline.
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In summary:
Track My Portfolios promotes efficient rebalancing, avoiding frequent trading and more efficient than routine, date-based rebalancing for many investors.
It instills behavioral benefits by encouraging discipline and helping investors “buy low and sell high” without reacting emotionally.
The methodology is widely used by institutions such as pension funds, endowments, advisors – all following strategic asset allocations models.
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With investing, the big money is not in the buying and selling ... but in the waiting