(239) 418-1939
Mon-Fri 9.00-5:00

Saturday & Sunday CLOSED

(239) 418-1939
info@dorceyfinancial.com
10181 Six Mile Cypress Parkway, Suite B

Fort Myers, FL 33966

Asset Allocation

How should I allocate my assets?

Over 90 percent of investment returns are determined by how investors allocate their assets versus security selection, market timing and other factors.* Use this calculator to help determine your portfolio allocation based on your propensity for risk.

* Source: Brinson, Singer, and Beebower, ‘Determinants of Portfolio Performance II: An Update,’ Financial Analysts Journal, May-June 1991