November 2006 Financial Asset Roundup
Here are my current financial assets as of the market close on November 9th, 2006:
The strong stock market once again gave my investments a nice boost over the past month and I have continued rotating my cash holdings out of I Bonds and T-Bills and into my HSBC online savings account. I will probably buy another 28 day T-Bill next week since T-Bill rates have started to become competitive again (5.324% APY at last auction).
I added an $8,000 contribution for the 2006 tax year to my SEP IRA since my last update, which accounted for half of my gain this month.
Asset | Oct 2006 | Nov 2006 | Change |
Checking | 451 | 602 | 151 |
Money Market | 19,016 | 23,295 | 4,279 |
Savings Bonds | 15,795 | 14,172 | -1,623 |
Treasury Bills | 21,000 | 19,000 | -2,000 |
CDs | 40,091 | 40,237 | 146 |
Brokerage | 88,014 | 88,326 | 312 |
401k | 89,010 | 91,799 | 2,789 |
Roth IRA | 25,747 | 26,363 | 616 |
SEP IRA | 135,995 | 146,603 | 10,608 |
529 Savings | 29,026 | 29,886 | 860 |
Total Assets | $464,145 | $480,283 | +$16,138 (3.5%) |
The strong stock market once again gave my investments a nice boost over the past month and I have continued rotating my cash holdings out of I Bonds and T-Bills and into my HSBC online savings account. I will probably buy another 28 day T-Bill next week since T-Bill rates have started to become competitive again (5.324% APY at last auction).
I added an $8,000 contribution for the 2006 tax year to my SEP IRA since my last update, which accounted for half of my gain this month.
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