SHARPE INCOME … Receiving Income While Dodging Garbage Trucks

Posted on Mar 13 2017 - 5:47pm 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 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: $3,626.07
Total Sharpe Income YTD Return: + 3.28 %
Sharpe Income YTD Paid Yield on Cost: + 0.62 %
Total Sharpe Income YTD Maximum Draw-down: – 0.63 %
iShares Barclay’s IEF Return: – 0.50 %
S&P 500 Index YTD Return: + 5.97 %
S&P 500 Index YTD Maximum Draw-down: – 0.70 %


Last weeks International Business Machines (IBM) and Microsoft (MSFT) dividend have been recorded on the spreadsheet (link below).  You will note, that we have now received over 7% yield in dividends for IBM, based on what we laid out to purchase the stock.

We have placed this weeks ‘capital deposit’ in the category of ‘Capital Gains’.  Basically … shorter-term trading.  Which follows a strict process explained in the ‘Short-Term Trading Course‘.  Thus, the cash of the project is reserved thusly among the different segments …

Total Cash: $1,905.69
Income Assets Cash: $65.29

$65.29 Reserved for future MDT purchase
Remaining Cash “Dry Powder” after Reservations for Income Purchases: $0.00
Capital Gains Cash: $1,790.40
Reserve Cash: $50.00
Cash for Income Assets: $0.00
Cash for Capital Gains Allocation: $0.00
Cash for Tier Capital: $50.00

As we stated in last Monday’s entry, we want to concentrate on building up the cash in that trading segment.  Which we discuss in the following video entry …

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

How do we produce such fantastic risk-adjusted performance?
Check out 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.

We continue the Sharpe Income project with this next entry.

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