SHARPE INCOME … Going to Cash for the Embedded Strategy

Posted on Apr 25 2016 - 11:20am 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, which is free to follow along, 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.

At the current prices, the Sharpe Income project should be considered as selling all IVV and PCY; of the embedded strategy.   At the time of this writing, they should be considered as ‘sold’.  Very naturally, we keep all of our dividend paying ‘Income Assets’. 

These instruments are purchased, under the “ETF Commission Free” program as previously outlined, that many brokers offer.  So at this point, the ‘Embedded Capital Gains Strategy’ within the ‘Sharpe Income‘ project should be considered straight cash.

What happens in the future?  I have no idea.  We have no control over the future.  I’m simply following a process.

We will record the exact metrics on the spreadsheet in a short while, and continue the ‘Sharpe Income‘ project in the next entry

1 Comment so far. Feel free to join this conversation.

  1. Christopher April 26, 2016 at 11:26 pm - Reply

    Looks like you got a WFC dividend increase… but just barely haha…

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