Picking up Nickels

Monday, February 12, 2007

February 2007 Financial Asset Roundup

Here are my current financial assets as of the market close on February 9th, 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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