No, we’re not talking about selling IBM, AXP, UNP or WFC. Those are ‘Income Assets’, and we keep them.
But when it comes to IVV, QQQ, PCY and JNK?
I am selling every bit of it, and taking the ‘Sharpe Income‘ Capital Gains assets, straight to cash. Incidentally, my trading book is also now … straight cash … except … we are still bullish on Gold, as we mentioned some time ago.
Apple (AAPL) and Disney (DIS) as short-term trades? Both of them are gone for a net-net profit.
We continue the Sharpe Income project with this next entry.