SHARPE INCOME … Busting the “You Need a Lot of Money to Invest” Myth

Posted on Apr 18 2016 - 2:53pm by Dan

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 $500. All in an effort to help out the small retail investor understand the importance of growing an income account, as opposed to a trading account. The following numbers are taken from our PDF that is attached below.   Remember that the numbers are computed off of Friday’s close …

Total Sharpe Income Balance: $2,159.26
Total Sharpe Income YTD Return: + 0.47 %
Sharpe Income YTD Yield: + 0.44 %
Total Sharpe Income YTD Maximum Draw-down: – 6.84 %
iShares Barclay’s IEF Return: + 5.20 %
S&P 500 Index YTD Return: + 1.41 %

House-Keeping / Maintenance
This week the entire capital deposit is placed in our “dry powder” category.  Simply put, capital we keep on hand that we can use in any aspect of the project in the future.    So our cash on hand is reserved thusly

04-18-16-sharpe-trade-capital-deposits-reserved

Moving Forward
As mentioned in the previous entries.  We are in the progress of ‘grinding it out’.  This stock market rally is serving us well, as the market moves this porject even higher today.

But actually … I have something that I want to stress in today’s video entry.  Sort of ‘bust a myth’ that you hear from time to time …

(Video Included. If you’re seeing this entry elsewhere and cannot play the video?  Click this link to go to the exact video entry …)

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.

We continue the Sharpe Income project with this next entry.

The Sharpe Income PDF breakdown for Week 73 can be found here (numbers computed off of Friday’s close) …

1 Comment so far. Feel free to join this conversation.

  1. mappy April 19, 2016 at 9:44 am - Reply

    Looking at expanding into oil. Stalking BP, Shell, XOM, and CVX. Go with the titans!

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