Anticipated holding period

Anticipated holding period

The period of time an individual expects to hold an asset.

Anticipated Holding Period

In a long position, the period of time during which one expects to own a security or other asset. The anticipated holding period is important to calculating the position's expected return. One may also determine the anticipated holding period for tax purposes because long-term investments are not taxed as heavily as short-term ones. See also: HPR
References in periodicals archive ?
This conversion feature illustrates the importance of considering the anticipated holding period in choosing a share class.<br />Class C Shares.
Whether the owners funds are currently deposited into a 90-day Certificate of Deposit or Corporate Aaa Bond, consideration must be given to the anticipated holding period should the owner acquire this particular property.
These factors include the future prospects of the stock, its percentage of your total portfolio, your anticipated holding period, proportion of net unrealized appreciation to cost basis, your age, and the degree of step-up realized by your heirs that would avoid income tax if received outside of the IRA.