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Transaction Details

Company: Lenovo Group
Ticker:LNVGY
Yahoo Beta:1.17
Industry:Diversified electronics

Company Description:  Lenovo develops, manufactures, and markets technology products and services. It operates through China, Asia Pacific, Europe-Middle East-Africa, and Americas segments.

Purchase Date:05 Mar 2014 Sale Date:17 Feb 2016
Purchase Price:$21.07 Sale Price:$17.03
  --Split Adjusted:$21.07  --Split Adjusted:$17.03
Shares Purchased:250 Shares Sold:200
  --Split Adjusted:250  --Split Adjusted:200
Transaction Fee:$9.99 Transaction Fee:$10.07
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$27.86 High$0.00
Date29 Jan 2014 Date01 Jan 1996
Low$19.70 Low$0.00
Date09 Oct 2013 Date01 Jan 1996
S&P (Purchase Date):$1,873.81 S&P (Sale Date):$1,926.82

Purchase
Timing:  We bought near the six month low.
Reason:  The acquisitions of Motorola Mobile and IBM server technologies will provide synergies that will fuel growth.

Sale
Timing:  0
Reason:  We sold because the personal computer market is mature and has low margins. Additionally, we needed to free up cash for the purchase of AVAV.

S&P Gain: 2.83 % Annualized Gain: 1.5%
Stock Gain: -19.17 % Annualized Gain: -10.75%

Dividends:$0.00
Net Holding Return ($): $-828.06
Net Holding Return (%): -19.6 %