SHARPE INCOME … A New Focus

Posted on Jun 22 2015 - 7:30am by Sharpe Trade

The original Sharpe Income post 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.


For the last few months, we’ve been focusing on building up our capital so that if we wanted to buy a stock for the project, we can.  I have stated that I am interested in Union Pacific (UNP).  We like to keep our beginning position sizes, around $300.00.   This will keep them somewhat equal.  As shown on the PDF, the project now has the capital to buy Union Pacific (UNP).  

So, until such time that I buy Union Pacific (UNP) for the project … we’ll change our focus.

While keeping an eye on Union Pacific (UNP), the main focus will now be on primarily building our capital contributions in other categories.  Primarily, we will divert cash towards our capital gains strategy, of which, we already have a piece of the capital gains strategy purchased, namely, JNK.


‘Sharpe Income’ Specific Actions

We keep an eye on Union Pacific (UNP).  An entry could show up here any day now, announcing it’s purchase for the project.  We collect our dividends.  The next dividend paid will be the JNK dividend, which again, as stated … we do not consider part of our monthly income as JNK is part of the capital gains strategy.  American Express (AXP) will pay us a dividend on August 10th, and IBM will probably not pay us until the beginning of September.  

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 30 can be found here ….

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