Picking up Nickels

Wednesday, June 13, 2007

June 2007 Financial Asset Roundup

Here are my current financial assets as of the market close on June 12th, 2007:

Asset May 2007 June 2007 Change
Checking 256 240 -16
Money Market 27,584 39,147 11,563
Savings Bonds 4,526 4,542 16
Treasury Bills 17,000 0 -17,000
CDs 57,743 57,986 243
Brokerage 93,886 103,441 9,555
401k 101,992 101,960 -32
Roth IRA 33,527 33,356 -171
SEP IRA 167,711 171,718 4,007
529 Savings 34,755 34,539 -216
Total Assets $538,980 $546,929 +$7,949 (1.5%)



Keeping up with this blog has continued to fall by the wayside as work, family, and house-related projects have continued to eat into my free time, although I like the exercise of looking at my overall financial picture on a monthly basis. Despite the S&P 500 index being down about 1% since my last update, I actually increased my bottom line via additional equity distributions from my S Corp's 2006 profits combined with my initial 2007 SEP IRA contribution:

(chart courtesy of msn.com)

I am currently in a financial holding pattern as the yield of the 10 year Treasury has risen and the stock market has responded with increased volatility. If this trend continues, we may end up with buying opportunities in the form of a stock market correction and attractive rates on long-term fixed income instruments (come on Penfed!).

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