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Sotiropoulos, Dimitris P. and Rutterford, Janette
(2018).
DOI: https://doi.org/10.1017/S0022050718000207
Abstract
This article investigates Victorian investor financial portfolio strategies in England and Wales during the second half of the nineteenth century. We find that investors held on average about half of their gross wealth in the form of four or five liquid financial securities, but were reluctant to adopt fully contemporary financial advice to invest equal amounts in securities or to spread risk across the globe. They generally held under-diversified portfolios and proximity to their investments may have been an alternative to diversification as a means of risk reduction, especially for the less wealthy.
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About
- Item ORO ID
- 51373
- Item Type
- Journal Item
- ISSN
- 1471-6372
- Keywords
- diversification; portfolio theory; portfolio characteristics; portfolio risk
- Academic Unit or School
-
Faculty of Business and Law (FBL) > Business > Department for Accounting and Finance
Faculty of Business and Law (FBL) > Business
Faculty of Business and Law (FBL) - Research Group
- Innovation, Knowledge & Development research centre (IKD)
- Copyright Holders
- © 2017 Economic History Association
- Depositing User
- Dimitris Sotiropoulos