Picking up Nickels

Wednesday, June 11, 2008

June 2008 Financial Asset Roundup

Here are my current financial assets as of the market close on June 10th, 2008:

Asset May 2008 June 2008 Change
Checking 476 873 397
Money Market 16,571 25,370 8,799
Savings Bonds 14,718 14,734 16
Treasury Bills 0 0 0
CDs 99,520 94,877 -4,643
Brokerage 102,901 106,648 3,747
401k 102,564 100,162 -2,402
Roth IRA 33,445 32,513 -932
SEP IRA 190,033 185,955 -4,078
529 Savings 38,585 37,920 -665
Credit Card 0% Balance Transfers 0 0 0
Total Assets $598,813 $599,052 $239 (0.04%)



The S&P 500 index has drifted back down 3.22% since my last update:

(chart courtesy of msn.com)

Oil prices continue to rise and briefly jumped to $136 per barrel today. My money market account balance has gotten a boost from the economic stimulus payment I received last month as well as the cash from my 6 recently matured month E*Trade CD.

I'm also expecting to have some big bills due next month (mainly from my large grocery purchase), so I'll probably be stuck in financial neutrality for the next month.

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