SHARPE INCOME … “Kicking It”

Posted on Sep 5 2016 - 3:59pm 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 only $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: $2,765.45
Total Sharpe Income YTD Return: + 5.11 %
Sharpe Income YTD Paid Yield on Cost: + 2.17 %
Total Sharpe Income YTD Maximum Draw-down: – 6.84 %
iShares Barclay’s IEF Return: + 6.80 %
S&P 500 Index YTD Return: + 6.66 %
S&P 500 Index YTD Maximum Draw-down: – 11.24 %

I sat down and looked over the Sharpe Income Project records.  And I must say … I’m pretty pleased with the performance.  And expect that the risk-adjusted metrics, for what this process is all about … will improve over time.

Understand that if you are new?  You first have to understand how performance works and the context of performance before you can comment on such performance  …

(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 93 can be found here (numbers computed off of Friday’s close) …

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