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Transaction Details

Company: General Electric Co.
Ticker:GE
Yahoo Beta:1.09
Industry:Conglomerate

Company Description:  GE is a diversified industrial corporation whose products include appliances, lighting products, aircraft engines and plastics. GE also owns NBC.

Purchase Date:12 Nov 2008 Sale Date:21 Oct 2009
Purchase Price:$17.15 Sale Price:$15.78
  --Split Adjusted:$17.15  --Split Adjusted:$15.78
Shares Purchased:100 Shares Sold:100
  --Split Adjusted:100  --Split Adjusted:100
Transaction Fee:$69.85 Transaction Fee:$69.82
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$31.62 High$0.00
Date12 May 2008 Date01 Jan 1996
Low$17.81 Low$0.00
Date11 Nov 2008 Date01 Jan 1996
S&P (Purchase Date):$871.70 S&P (Sale Date):$1,097.67

Purchase
Timing:  We bought at a six month low.
Reason:  GE has a high dividend yield. With its diversified portfolio of industries and strong market position, we expect GE will be a good long run value investment.

Sale
Timing:  
Reason:  The company continues to face substantial problems in its GE Capital division, in its media investments, and general softness for its industrial products.

S&P Gain: 25.92 % Annualized Gain: 30.95%
Stock Gain: -7.99 % Annualized Gain: -9.28%

Dividends:$82.00
Net Holding Return ($): $-194.67
Net Holding Return (%): -10.91 %