February 2007 Financial Asset Roundup
Here are my current
financial assets as of the market close on February 9th, 2007:
With the notable exception of the Oracle Corp (ORCL) stock I hold in my brokerage account, the stock market gave me a nice gain over the past month. The last of my T-Bills finally matured, and I moved that cash into my HSBC online savings account to take advantage of their 6% APY promotion for new money.
I added my final 2006 SEP IRA contribution last week, and still hope to fund Mrs. Frugalson's 2007 Roth IRA contribution in Q1 2007.
Asset | Jan 2007 | Feb 2007 | Change |
Checking | 514 | 298 | -216 |
Money Market | 28,184 | 35,340 | 7,156 |
Savings Bonds | 4,461 | 4,477 | 16 |
Treasury Bills | 7,000 | 0 | -7,000 |
CDs | 56,629 | 56,923 | 294 |
Brokerage | 88,777 | 87,330 | -1,447 |
401k | 94,408 | 96,964 | 2,556 |
Roth IRA | 31,172 | 31,937 | 765 |
SEP IRA | 152,753 | 159,826 | 7,073 |
529 Savings | 31,420 | 32,282 | 862 |
Total Assets | $495,318 | $505,377 | +$10,059 (2.0%) |
With the notable exception of the Oracle Corp (ORCL) stock I hold in my brokerage account, the stock market gave me a nice gain over the past month. The last of my T-Bills finally matured, and I moved that cash into my HSBC online savings account to take advantage of their 6% APY promotion for new money.
I added my final 2006 SEP IRA contribution last week, and still hope to fund Mrs. Frugalson's 2007 Roth IRA contribution in Q1 2007.
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