Primary navigation:

QFINANCE Quick Links
QFINANCE Topics
QFINANCE Reference
Add the QFINANCE search widget to your website

Home > QFINANCE Dictionary > Definition of holding period

Definition of

holding period

Stockholding & Investments

period between purchase and sale of asset the length of time an asset was held from the time of purchase to the time of sale, used for determining whether a capital gain or loss is taxed as short-term (less than one year) or long-term (one year or more)

Recommended Further Reading (Term count)
  • How the Settlement Infrastructure Is Surviving the Financial Meltdown
    by Yves Poullet
    While the headlines are dominated by the plight of the banking sector, and the wider economic implications of the financial crisis, it is our job to make sure that the securities settlement infrastructure on which you have come to rely continues to function well. As if that was not challenging enough these days, we are committed to delivering an infrastructure that offers even greater efficiency, with reduced risk, and at the lowest possible...
  • Tripping over Prudence—Ideas for a Sensible Fix for Basel II
    by Samuel Sender, Noel Amenc
    One of the great ironies of the present crisis, given the prevailing consensus that it was too much easy, low-cost credit that caused the US housing bubble, and sent investors off in search of higher returns, is the way the crisis has been exacerbated by undue regulatory prudence. For this, Basel II, as it currently stands, must take some of the blame, as must regulators around the world, who have failed so far to take sensible action to...
  • Value at Risk
    Value at risk (VAR) is a useful tool for anyone looking to quantify the risk of a particular project or investment opportunity by measuring the potential loss that might be incurred over a certain period of time. VAR measures what is the most that an investor might lose, based on a specific level of confidence, over a specific period of time. For example, “What’s the most I can—with a 95% level of confidence—expect to lose over the next 12...
  • Asset Allocation Methodologies
    by Tom Coyne
    Everyone has financial goals they want to achieve, whether it is accumulating a target amount of money before retirement, ensuring that a pension fund can provide promised incomes to retirees, or, in a different context, achieving an increase in corporate cash flow. Inevitably, we do not have unlimited resources available to achieve these goals. We often face not only financial constraints, but also shortages of information, time, and cognitive...

Definitions of ’holding period’ and meaning of ’holding period’ are from the book publication, QFINANCE – The Ultimate Resource, © 2009 Bloomsbury Information Ltd. Find definitions for ’holding period’ and other financial terms with our online QFINANCE Financial Dictionary.

Back to top

Related Blog Posts

More related Blog results