Picking up Nickels

Monday, November 12, 2007

November 2007 Financial Asset Roundup

Here are my current financial assets as of the market close on November 9th, 2007:

Asset October 2007 November 2007 Change
Checking 564 552 -12
Money Market 30,445 33,269 2,824
Savings Bonds 4,607 4,623 16
Treasury Bills 0 0 0
CDs 91,336 91,802 466
Brokerage 115,367 105,066 -10,301
401k 109,939 105,529 -4,410
Roth IRA 35,486 34,217 -1,269
SEP IRA 187,738 179,199 -8,539
529 Savings 37,858 36,682 -1,176
Credit Card 0% Balance Transfers -18,675 -18,475 200
Total Assets $594,665 $572,464 -$22,201 (-3.7%)



Uncertainty in the financial markets continues as the S&P 500 index has slipped another 6.96% since my last update. My bottom line was down a bit, although I suppose it could have been much worse than 3.7%:

(chart courtesy of msn.com)

I'm continuing to be in a holding pattern with regard to money moves over the past month, although I do have a couple of CDs maturing next month. Hopefully there will be somewhere decent to put that cash when the time comes.

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