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Transaction Details

Company: Royal Caribbean Cruises
Yahoo Beta:1.20
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:31 Aug 2020
Purchase Price:$78.06 Sale Price:$70.33
  --Split Adjusted:$78.06  --Split Adjusted:$70.33
Shares Purchased:50 Shares Sold:25
  --Split Adjusted:50  --Split Adjusted:25
Transaction Fee:$91.57 Transaction Fee:$45.48
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):$3,502.30

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:  Some of the earliest super-spreading COVID-19 events happened aboard cruise ships. We believe cruise line profits will take a significant amount of tie to recover. RCL stock has nearly doubled from its low in March and we believe that other opportunities are more attractive.

S&P Gain: 72.86 % Annualized Gain: 10.04%
Stock Gain: -9.9 % Annualized Gain: -1.81%

Net Holding Return ($): $-33.77
Net Holding Return (%): -1.65 %