End of September 2017 Numbers | SHARPE INCOME !!

Posted on Oct 3 2017 - 9:49am by Sharpe Trade

(We continue ‘The Sharpe Income‘ Project from the previous entry)

Yes, we always have the numbers available on the spreadsheet.  Those can be viewed at any time.  But I generally like to publish a PDF once a month that summarizes each account that I manage.  And so here it is …  the PDF for the ‘Sharpe Income‘ project, for the month of September, 2017, attached below.

A few highlights.  The project has returned 7.07%, with a yield of 5.28%.  This contrasts to the return of the projects bond benchmark of 3.0%, with a yield of 4.58%.

Do not forget, that you can discover how we find such income stocks that are held for years at a time, in Sharpe Trade’s Valuation Investing Course.  We discuss this particular project, more in-depth via Sharpe Trade’s Short-Term Trading Course.

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 Sharpe Income PDF breakdown for Week 149 can be found here (numbers computed off of yesterday’s close) …

(We will continue the free ‘Sharpe Income‘ Project in this next entry)

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