SHARPE INCOME … Just Waiting

Posted on Jun 27 2016 - 10:29am by Dan

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 $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. The following numbers are taken from our PDF that is attached below.   Remember that the numbers are computed off of Friday’s close …

Total Sharpe Income Balance: $2,404.56
Total Sharpe Income YTD Return: + 0.48 %
Sharpe Income YTD Yield: + 2.17 %
Total Sharpe Income YTD Maximum Draw-down: – 6.84 %
iShares Barclay’s IEF Return: + 9.3 %
S&P 500 Index YTD Return: – 0.32 %

House-Keeping / Maintenance
This week the entire capital deposit is placed in our “Capital Gains” category.  No dividends were paid in the last week.  The PDF and video below will discuss how we have allocated the cash at this point.  

Moving Forward
So let’s discuss how the project stands, have a little bit of review and what steps we are taking moving forward … .

(Video Included. If you’re seeing this entry elsewhere and cannot play the video?  Click this link to go to the exact 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 83 can be found here (numbers computed off of Friday’s close) …

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

  1. mappy June 27, 2016 at 10:50 am - Reply

    Looking to buy BBT soon. Down 7% over the past two days. Financials getting crushed.

    • Dan June 27, 2016 at 10:52 am - Reply

      Sent ya an email … I think it’s going to continue … for a bit …

      😀

      • mappy June 27, 2016 at 11:34 am - Reply

        Well, not right this second, but I’m stalking it. Someone always steps out…..usually the FED to do something about it. Why stop now?

  2. mappy June 27, 2016 at 11:36 am - Reply

    I’ll have to do another audio tonight. I can’t access my email at work. 🙁

    More chop this week is fine. I can’t do anything until Friday anyway.

    XOM is getting smacked, but I really believe this is just a short term event.

    I was at the coin shop on Friday. I was all alone with a cute saleswoman. LOL!

  3. Christopher June 28, 2016 at 9:29 am - Reply

    The week 83 link to the PDF links to week 82’s PDF ;).

    • Dan June 28, 2016 at 10:39 pm - Reply

      Thanks Christopher … I think we have it corrected now …

      Dan

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