SHARPE INCOME … ‘I Like Money’

Posted on Jul 11 2016 - 4:47pm 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 $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: $2,517.37
Total Sharpe Income YTD Return: + 3.09 %
Sharpe Income YTD Yield: + 2.17 %
Total Sharpe Income YTD Maximum Draw-down: – 6.84 %
iShares Barclay’s IEF Return: + 8.70 %
S&P 500 Index YTD Return: + 4.21 %

House-Keeping / Maintenance
This week the entire capital deposit is placed in our ‘Income Assets’ category.  No dividends were paid last week.  The PDF and video below will discuss how we have allocated the cash at this point.  

Moving Forward
Every income asset we own, is rallying.  As we have previously stated … the pieces that we are currently using for Income are Medtronic (MDT), International Business Machines (IBM), American Express (AXP), Colgate (CL), Union Pacific (UNP), Microsoft (MSFT) and Wells Fargo (WFC).  This ‘Sharpe Income’ Project we demonstrate has managed to get a hold of International Business Machines (IBM), American Express (AXP), Union Pacific (UNP), and Wells Fargo (WFC).

Regardless … they are all rallying so we have a physical exercise for you …  

(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 85 can be found here (numbers computed off of Friday’s close) …

An Open Office File Providing a Template …

2 Comments so far. Feel free to join this conversation.

  1. mappy July 12, 2016 at 9:41 am - Reply

    Glad I sold GIS and AWK last week. I think they’ll be pulling back some more. May look to enter again in the future.

    • Dan July 12, 2016 at 11:55 pm - Reply

      Man am I expecting the S&P / Indices to mean-revert at some point. Just been a machines …

      D

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