Picking up Nickels

Tuesday, August 12, 2008

August 2008 Financial Asset Roundup

Here are my current financial assets as of the market close on August 11th, 2008:

Asset July 2008 August 2008 Change
Checking 278 230 -48
Money Market 25,723 21,463 -4,260
Savings Bonds 14,750 14,802 52
Treasury Bills 0 0 0
CDs 98,235 104,724 6,489
Brokerage 106,129 113,924 7,795
401k 93,039 93,654 615
Roth IRA 29,768 30,588 820
SEP IRA 174,248 179,530 5,282
529 Savings 36,182 37,657 1,475
Credit Card 0% Balance Transfers 0 0 0
Total Assets $578,352 $596,572 $18,220 (3.15%)



The S&P 500 index has reversed course yet again since my last update, increasing by 5.31% during that time:

(chart courtesy of msn.com)

Great to see that oil prices continued to fall to $113 per barrel today.

Moneywise, my only move of note this month was putting a little cash in the 7 month Bank of America CD @ 4.11% APY CD deal. Other than that, I'm hoping that energy costs continue to decrease as we approach the winter heating season. When small credit unions are offering things like home heating loan programs to help cash-strapped homeowners pay their heating bills, every little bit helps...

0 Comments:

Post a Comment

Links to this post:

Create a Link

<< Home