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Another week down. Another week of equity indices moving higher. Another week of watching our portfolio and various processes grind larger still. It’s no secret that we hold IBM in our Income Process.  As well as Union Pacific (UNP) which also has not fared too well this week.  And yet … our portfolio’s moved higher still.  There is the tiny ‘Sharpe...

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...

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...

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...

Well that’s a nice way to end the week. Our base, core-strategy had rallied, and then added on another 10 BPS as it begins to break to new highs.  As you can tell from our ‘Sharpe Income‘ project, our “Income Process” pieces added on another 1.88 points.  And lest we forget that our yield will soon be bumped up in that project, as Union...