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Chart of the Day: Holding Period

Crews Bank & Trust Wealth Management Services Apr 4, 2024
chart shows 1920 to 2005, data shown by black line

Contents

Today’s Chart of the Day is from Dresdner Kleinwort Macro Research and notes the average holding period of stocks since 1920.It went from a high of seven years in the 1960s to less than one year we see today.

The first decline in the 1960s was from the increased use of mutual funds, which attracted the longer-term investors. The second downward trend started after the government passed rule 19b-3 in 1975 which ended fixed commissions rates on stocks. This increased competition and investments in technology results in the nearly zero trading costs we have today.
Chart of the Day

About the Author

Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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