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Transaction Details

Company: Spyders
Ticker:spy
Yahoo Beta:1.00
Industry:Index Fund

Company Description:  Spyders is an index fund that mirrors the S&P 500.

Purchase Date:23 Jun 2009 Sale Date:06 Apr 2011
Purchase Price:$96.27 Sale Price:$133.56
  --Split Adjusted:$96.27  --Split Adjusted:$133.56
Shares Purchased:65 Shares Sold:35
  --Split Adjusted:65  --Split Adjusted:35
Transaction Fee:$69.85 Transaction Fee:$99.53
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$95.57 High$0.00
Date21 Jul 2009 Date01 Jan 1996
Low$68.11 Low$0.00
Date09 Mar 2009 Date01 Jan 1996
S&P (Purchase Date):$968.01 S&P (Sale Date):$1,335.27

Purchase
Timing:  We bought at the six month high.
Reason:  We sold a stock that had hit our high price target. Since it is summer and the group isn't meeting regularly, we wanted to reinvest in an index fund. This is the start of earnings season and we anticipate a number of favorable earnings releases will raise the market.

Sale
Timing:  
Reason:  We sold to generate funds for investing in individual stocks.

S&P Gain: 37.94 % Annualized Gain: 20.81%
Stock Gain: 38.73 % Annualized Gain: 21.22%

Dividends:$137.05
Net Holding Return ($): $1,272.82
Net Holding Return (%): 37.01 %