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Transaction Details

Company: Rio Tinto
Ticker:RIO
Yahoo Beta:1.57
Industry:Industrial Metals & Minerals

Company Description:  Rio Tinto PLC is one of the world's largest mining companies, operating in the fields of iron ore, energy, industrial minerals, aluminum, copper, diamonds and gold.

Purchase Date:26 Apr 2011 Sale Date:17 Dec 2012
Purchase Price:$73.00 Sale Price:$51.87
  --Split Adjusted:$73.00  --Split Adjusted:$51.87
Shares Purchased:42 Shares Sold:42
  --Split Adjusted:42  --Split Adjusted:42
Transaction Fee:$9.99 Transaction Fee:$10.04
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$76.63 High$0.00
Date08 Feb 2011 Date01 Mar 1996
Low$62.00 Low$0.00
Date16 Mar 2011 Date01 Mar 1996
S&P (Purchase Date):$1,345.73 S&P (Sale Date):$1,460.15

Purchase
Timing:  We bought near the six month high.
Reason:  With strong demand for copper and other ores, we believe Rio Tinto will be a good investment. Its ROE is well above the industry average, and its PEG is well below 1. EBIT is up 39% over the prior year.

Sale
Timing:  The stock price has declined significantly over the period we held the stock, although it was up sharply the day we sold.
Reason:  

S&P Gain: 8.5 % Annualized Gain: 5.37%
Stock Gain: -28.95 % Annualized Gain: -19.69%

Dividends:$60.94
Net Holding Return ($): $-846.55
Net Holding Return (%): -27.52 %