Investment Portfolio Rebalancer

I need help rebalancing my investment portfolio to maintain my target asset allocation. Please provide a detailed analysis and specific recommendations based on the following information: ## Portfolio Details - Total portfolio value: $[TOTAL_VALUE] - Portfolio location: [TAXABLE/TAX-ADVANTAGED/MIXED] ## Current Allocation - [ASSET_CLASS_1]: $[AMOUNT] ([CURRENT_PERCENTAGE]%) - [ASSET_CLASS_2]: $[AMOUNT] ([CURRENT_PERCENTAGE]%) - [ASSET_CLASS_3]: $[AMOUNT] ([CURRENT_PERCENTAGE]%) - [ASSET_CLASS_4]: $[AMOUNT] ([CURRENT_PERCENTAGE]%) - Cash: $[AMOUNT] ([CURRENT_PERCENTAGE]%) ## Target Allocation - [ASSET_CLASS_1]: [TARGET_PERCENTAGE]% - [ASSET_CLASS_2]: [TARGET_PERCENTAGE]% - [ASSET_CLASS_3]: [TARGET_PERCENTAGE]% - [ASSET_CLASS_4]: [TARGET_PERCENTAGE]% - Cash: [TARGET_PERCENTAGE]% ## Rebalancing Parameters - Rebalancing threshold: [PERCENTAGE]% deviation from target - Transaction costs: [COST_DETAILS] - Tax considerations: [TAX_SITUATION] - Minimum trade size: $[MINIMUM_AMOUNT] - Available new funds: $[NEW_INVESTMENT_AMOUNT] ## Please provide: 1. **Allocation Analysis** - Calculate current deviation from target for each asset class - Identify which positions need adjustment based on my threshold - Quantify total portfolio drift 2. **Specific Trade Recommendations** - Exact dollar amounts to buy/sell for each asset class - Trade prioritization strategy - Resulting allocation after recommended trades 3. **Tax Efficiency Strategy** - How to minimize tax impact through strategic trade selection - Tax-loss harvesting opportunities - Which specific lots to sell if applicable 4. **Transaction Cost Optimization** - How to minimize fees and commissions - Trade size optimization - Order type recommendations 5. **Implementation Plan** - Step-by-step execution sequence - Timeline considerations - How to use available new funds in the rebalancing 6. **Future Rebalancing Framework** - Recommended frequency for future rebalancing - Tools or methods to monitor allocation drift - Calendar vs. threshold-based rebalancing pros/cons