Picking up Nickels

Thursday, July 12, 2007

July 2007 Financial Asset Roundup

Here are my current financial assets as of the market close on July 11th, 2007:

Asset June 2007 July 2007 Change
Checking 240 258 18
Money Market 39,147 40,071 924
Savings Bonds 4,542 4,558 16
Treasury Bills 0 0 0
CDs 57,986 58,361 375
Brokerage 103,441 105,880 2,439
401k 101,960 105,365 3,405
Roth IRA 33,356 34,315 959
SEP IRA 171,718 175,906 4,188
529 Savings 34,539 35,701 1,162
Total Assets $546,929 $560,415 +$13,486 (2.5%)



I didn't add any new money to my investments over the past month, although I managed a nice 2.5% gain despite the market volatility during that time as the S&P 500 index was up almost 2% since my last update. I'm also about to make another 2007 SEP IRA contribution, which should help out over the next month:

(chart courtesy of msn.com)

I'm still keeping an eye on stock market volatility in anticipation of a buying opportunity. I do have some cash in my SEP that I'd like to put to work, but am content with the 5% money market yield I'm getting for now.

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