SHARPE INCOME … Spreadsheet Improvements

Posted on Aug 3 2015 - 11:48am 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.  


In the last entry, we bought some PCY and TLT for the ‘basket’ we will have of capital gains assets.  We contributed our capital for this week and that leaves us with $369.16 in cash, according to the rules of this particular project.

We are still within the beginning phase of Sharpe Income.  We’re still trying to get everything ‘set up’ so to speak.  At the present time, we will continue to concentrate on taking the capital we build up each week in the project, and look to buy the capital gains assets of PCY, TLT, JNK and IVV.  Our capital allocations (this is taken from the PDF attached below) for this week are as follows …

08_03_15_SharpeTrade_SharpeIncomeCashBalance

We had stated that we were monitoring Union Pacific (UNP) for a possible income purchase.  We have cash, reserved, and ready to go for purchasing UNP.  At this point, we’re just waiting for the stock to stop falling …

Union Pacific (UNP) – Daily Chart (tradingview.com)

08_02_15_SharpeTrade_UNP  

I’m still interested in the company, and purchasing this stock for income.  But any purchases may be delayed until the stock stops falling.

In the meantime, we have made some improvements to the spreadsheet that tracks this project (the link to the spreadsheet is below).  We discuss this, in the following 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 36 can be found here (Numbers computed off of Friday’s close) ….

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

  1. Anonymous August 3, 2015 at 12:35 pm - Reply

    In the PDF, I noticed a mistake. It says JNK yield is 2.62% where it should say TLT yield is 2.62%. Time for me to watch Dan’s video.

  2. Anonymous August 3, 2015 at 12:38 pm - Reply

    Also the cost in the PDF needs attention also.

  3. Dan Shy August 3, 2015 at 1:54 pm - Reply

    Thanks for the heads-up … I am correcting that now and will change the PDF …

    🙂

    Dan

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