Biding My Time for the Right Trade | SHARPE INCOME !

Posted on Jun 19 2017 - 4:30pm by Sharpe Trade

The original Sharpe Income post that explains this project can be found here.

The Sharpe Income category be found by clicking on that red ‘Sharpe Income’ tag next to this post title, or by clicking here.

We continue the discussion from the last entry.


We began this project with only $500. All in an effort to help out the small retail investor who doesn’t have a lot of money, understand the importance of growing an income account, as opposed to a trading account. Remember that these numbers are computed off of Friday’s close and are updated each week. It’s live … as it happens …

Total Sharpe Income Balance: $3,993.05
Total Sharpe Income YTD Return: + 3.73 %
Sharpe Income YTD Paid Yield on Cost: + 1.05 %
Total Sharpe Income YTD Maximum Draw-down: – 1.34 %
iShares Barclay’s IEF YTD Return: + 3.50 %
S&P 500 Index YTD Return: + 8.68 %
S&P 500 Index YTD Maximum Draw-down: – 2.61 %


This week, we are placing 100% of this weeks ‘capital deposit’ in the category segmented to the ‘capital gains’ strategy; which if you remember … is already sitting at 100% straight cash. Thus, the cash is reserved thusly …

Total Cash: $2,292.97
Income Assets Cash: $105.41
Capital Gains Cash: $2,137.56
Reserve Cash: $50.00
Cash for Income Assets: $0.00
Cash for Capital Gains Allocation: $0.00
Cash for Tier Capital: $50.00

Last week I stated that we were looking at ‘topping off’ the cash in the trading segment of the project …

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I had stated “We hope to have some trades soon“.

Well, since we had no posts here at Sharpe Trade announcing any trades … obviously … we haven’t had any trades for this particular project since the last update.  

But this is fine.  Although it does not show up in the performance; this weeks capital deposit to the ‘Trading Category’ has increased that category by 1.19% in a week.   So it’s all a win-win for me.  If a trade comes along?  Great.  I have more cash to make that trade.  If it doesn’t?  Then our ‘trading category’ is growing in the capital we can use … week by week.

I am actively keeping my eyes on the markets, waiting for a trade to take for that category.

We continue forward with this project, putting all of the pieces together to the greater whole

The link to the Google Drive Spreadsheet that you can view, that we will edit, build upon and refer to over time can be found at this link.  The supplemental information on the forums of the Short-Term Trading Course describes the process behind the Sharpe Income project.

We continue the Sharpe Income project with this next entry.

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