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| 005 | 20250123134046.0 | ||
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| 100 | 1 | 0 |
_aPetit-Konczyk, Muriel _eauthor |
| 245 | 0 | 0 | _aGérer son portefeuille à la fin du XIXe siècle |
| 260 | _c2011. | ||
| 500 | _a1 | ||
| 520 | _aRésuméComment un industriel dans un secteur en déclin gérait-il son épargne, en France, à la fin du xixe siècle ? Jules-Émile Scrive constate que les revenus de ses placements financiers sont plus importants que ceux de son usine et affirme qu’il serait plus heureux d’être rentier que de faire vivre une entreprise sans perspective. Compte tenu de l’état de son portefeuille au moment de sa succession, en 1898, à quelle classe d’épargnant appartenait-il ? Quels types de titres détenait-il ? Quel était son profil en termes de rendement-risque et de diversification-spécialisation ? | ||
| 520 | _aManaging One’s Portfolio at the End of the xixth CenturyHow did a manufacturer in a declining industry manage his savings, in France, at the end of the xixth century ? Jules-Émile Scrive sees that the revenues he derives from his financial undertakings exceed those he derives from his manufacturing activity and states blandly that he would be happier managing his portfolio than trying to run a mill whose prospects amounted to nothing. When one looks at the situation of his portfolio at the time of his succession, in 1898, what class of investor did he belong to ? What types of stock did he hold ? What was his profile like in terms of return vs. risk and diversification vs. specialization ? | ||
| 690 | _aactions | ||
| 690 | _aobligations | ||
| 690 | _aportefeuille | ||
| 690 | _abourse | ||
| 690 | _aépargne | ||
| 690 | _adiversification | ||
| 786 | 0 | _nRevue du Nord | 390 | 2 | 2011-04-01 | p. 367-380 | 0035-2624 | |
| 856 | 4 | 1 | _uhttps://shs.cairn.info/revue-du-nord-2011-2-page-367?lang=fr&redirect-ssocas=7080 |
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