Picking up Nickels

Monday, September 11, 2006

September 2006 Financial Asset Roundup

Asset Aug 2006 Sep 2006 Change
Checking 160 266 106
Money Market 54,283 44,052 -10,231
Savings Bonds 16,761 16,845 84
Treasury Bills 26,000 26,000 0
CDs 0 10,000 10,000
Brokerage 80,922 84,061 3,139
401k 84,872 86,143 1,271
Roth IRA 24,606 25,118 512
SEP IRA 125,549 127,829 2,280
529 Savings 26,810 27,672 862
Total Assets $439,963 $447,986 +$8,023 (1.8%)


My investments did pretty well over the past month, with most gains due to a strong showing by the stock market. My cash holdings stayed at roughly the same level, although I did move $10,000 from money market funds to a CD at World Savings (World Savings: 6.01% APY for 15-Month Internet CD).

I will probably starting funding my 2006 SEP IRA contribution soon, so I should see these numbers increase a bit over the next few months.

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