Journal
Sequencing trims so cash never collapses mid-rebalance
Why the order of sells and buys on your rebalance sheet matters as much as the final target weights.
A sheet that only lists “final weights” can still fail in practice. If you buy first, cash may dip below your buffer. If you sell everything first, you sit in cash longer than you intended.
Prefer sell-to-target before buy-to-target
In most Portfolio Rebalancing Plan sheets we sequence overweight trims first, confirm cash, then fund underweights. Smart Crypto Calculator PC can verify weights after each step if you update quantities as you go.
Cap the number of legs
More than six simultaneous legs usually means the plan is trying to perfect dust. Consolidate small satellite moves into a later check-in.
Leave a pause marker
We often insert a pause after the last sell: “recheck cash and fees, then continue.” That pause is deliberate. It keeps the buffer honest.
When order must flip
If an underweight is a funding source for fees or a required top-up before a lockup window, we may buy first — but we write the reason on the sheet so future-you remembers why the sequence broke the usual rule.