SHARPE INCOME … Buying Instruments for Embedded Strategy

Posted on Mar 16 2016 - 3:23pm 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, 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.

As previously stated, we ‘re-balanced’ the capital gains strategy that is embedded within this project, and sold off all of our capital gains instruments.

We are going to consider that three of them are bought back today, at the time of this writing.

The project will be purchasing ONE (1) IVV at current prices

The project should be considered as buying TWO (2) SHY at current prices.

The project is also to be considered as purchasing TWO (2) PCY at current prices.

These instruments are purchased, under the “ETF Commission Free” program, as previously outlined, that many brokers offer.

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. mapppy March 17, 2016 at 11:35 am - Reply

    https://www.google.com/?gws_rd=ssl#q=NASDAQ:CLCT&stick=H4sIAAAAAAAAAOMQUOLSz9U3MK_KSU4rBwDJ7bW3DgAAAA

    Here’s an interesting one. Found this while going to Coinflation.com

    Extremely low volume stock………

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