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Transaction Details

Company: Royal Caribbean Cruises
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Industry:Resorts and casinos

Company Description:  RCL operates cruises under the Royal Caribbean International, Celebrity Cruises, Pullmantur, Azamara Club Cruises, CDF Croisières de France, and TUI Cruises brand names.

Purchase Date:10 Dec 2014 Sale Date:29 Aug 2018
Purchase Price:$78.06 Sale Price:$124.20
  --Split Adjusted:$78.06  --Split Adjusted:$124.20
Shares Purchased:50 Shares Sold:25
  --Split Adjusted:50  --Split Adjusted:25
Transaction Fee:$91.57 Transaction Fee:$81.89
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$79.23 High$0.00
Date08 Dec 2013 Date01 Jan 1996
Low$54.94 Low$0.00
Date15 Oct 2015 Date01 Jan 1996
S&P (Purchase Date):$2,026.14 S&P (Sale Date):$2,914.04

Timing:  We bought near the six month high.
Reason:  An improving economy is driving demand for vacations and Royal Carribbean is ready to capitalize with its new ships.

Timing:  x
Reason:  We sold half our position to generate cash for rebalancing. The yield curve suggests that we may face a recession in the next year or so, and we elected to trim RCL, as vacations may suffer during a downturn.

S&P Gain: 43.82 % Annualized Gain: 10.27%
Stock Gain: 59.11 % Annualized Gain: 13.31%

Net Holding Return ($): $1,148.07
Net Holding Return (%): 56.19 %